TwinBeech Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.44M | Buy |
+80,341
| New | +$6.44M | 0.15% | 174 |
|
|
2025
Q1 | – | Sell |
-38,333
| Closed | -$2.69M | – | 998 |
|
|
2024
Q4 | $2.69M | Buy |
+38,333
| New | +$2.69M | 0.05% | 302 |
|
|
2024
Q3 | – | Sell |
-1,047,960
| Closed | -$62.2M | – | 922 |
|
|
2024
Q2 | $62.2M | Buy |
+1,047,960
| New | +$62.2M | 1.22% | 7 |
|
|
2023
Q4 | – | Sell |
-149,047
| Closed | -$6.09M | – | 930 |
|
|
2023
Q3 | $6.09M | Buy |
+149,047
| New | +$6.09M | 0.12% | 229 |
|
|
2023
Q1 | – | Sell |
-1,279,491
| Closed | -$52.8M | – | 921 |
|
|
2022
Q4 | $52.8M | Buy |
1,279,491
+1,272,249
| +17,568% | +$52.5M | 1% | 13 |
|
|
2022
Q3 | $291K | Buy |
+7,242
| New | +$291K | 0.01% | 565 |
|
|
2022
Q1 | – | Sell |
-69,202
| Closed | -$3.32M | – | 764 |
|
|
2021
Q4 | $3.32M | Sell |
69,202
-314,946
| -82% | -$15.1M | 0.19% | 157 |
|
|
2021
Q3 | $17.8M | Buy |
+384,148
| New | +$17.8M | 1.26% | 3 |
|
|
2021
Q1 | – | Sell |
-214,381
| Closed | -$6.47M | – | 696 |
|
|
2020
Q4 | $6.47M | Buy |
214,381
+129,992
| +154% | +$3.92M | 1.05% | 13 |
|
|
2020
Q3 | $1.98M | Buy |
+84,389
| New | +$1.98M | 0.43% | 69 |
|