Unison Asset Management’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 | $7.93M | Buy |
98,918
+1,303
| +1% | +$104K | 3.99% | 11 |
|
|
2025
Q1 | $6.32M | Sell |
97,615
-8,310
| -8% | -$538K | 3.72% | 12 |
|
|
2024
Q4 | $7.44M | Buy |
105,925
+2,684
| +3% | +$189K | 3.65% | 13 |
|
|
2024
Q3 | $5.83M | Sell |
103,241
-162
| -0.2% | -$9.15K | 2.77% | 17 |
|
|
2024
Q2 | $6.14M | Buy |
103,403
+735
| +0.7% | +$43.7K | 3.11% | 15 |
|
|
2024
Q1 | $5.95M | Sell |
102,668
-854
| -0.8% | -$49.5K | 3.12% | 15 |
|
|
2023
Q4 | $5.1M | Hold |
103,522
| – | – | 2.99% | 15 |
|
|
2023
Q3 | $4.23M | Buy |
103,522
+1,371
| +1% | +$56K | 2.78% | 16 |
|
|
2023
Q2 | $4.36M | Buy |
102,151
+129
| +0.1% | +$5.51K | 2.91% | 16 |
|
|
2023
Q1 | $3.81M | Buy |
102,022
+14
| +0% | +$523 | 2.89% | 17 |
|
|
2022
Q4 | $4.21M | Hold |
102,008
| – | – | 3.49% | 15 |
|
|
2022
Q3 | $4.1M | Buy |
102,008
+6,908
| +7% | +$278K | 3.69% | 14 |
|
|
2022
Q2 | $3.73M | Buy |
95,100
+8,548
| +10% | +$335K | 3.64% | 15 |
|
|
2022
Q1 | $4.19M | Hold |
86,552
| – | – | 3.6% | 15 |
|
|
2021
Q4 | $4.15M | Hold |
86,552
| – | – | 3.42% | 16 |
|
|
2021
Q3 | $4.02M | Sell |
86,552
-265
| -0.3% | -$12.3K | 3.57% | 12 |
|
|
2021
Q2 | $3.93M | Sell |
86,817
-5
| -0% | -$226 | 3.43% | 13 |
|
|
2021
Q1 | $3.39M | Buy |
86,822
+2,634
| +3% | +$103K | 3.13% | 15 |
|
|
2020
Q4 | $2.54M | Buy |
+84,188
| New | +$2.54M | 2.52% | 19 |
|