Venture Visionary Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.16M | Sell |
27,163
-1,911
| -7% | -$164K | 0.07% | 210 |
|
|
2025
Q4 | $2.78M | Sell |
29,074
-2,203
| -7% | -$191K | 0.09% | 179 |
|
|
2025
Q3 | $2.62M | Sell |
31,277
-2,579
| -8% | -$209K | 0.09% | 177 |
|
|
2025
Q2 | $2.71M | Sell |
33,856
-2,014
| -6% | -$145K | 0.1% | 166 |
|
|
2025
Q1 | $2.58M | Buy |
35,870
+13,002
| +57% | +$976K | 0.11% | 170 |
|
|
2024
Q4 | $1.61M | Sell |
22,868
-3,418
| -13% | -$233K | 0.07% | 219 |
|
|
2024
Q3 | $1.48M | Sell |
26,286
-14,906
| -36% | -$843K | 0.06% | 235 |
|
|
2024
Q2 | $2.45M | Buy |
41,192
+3,194
| +8% | +$189K | 0.11% | 168 |
|
|
2024
Q1 | $2.2M | Buy |
37,998
+2,307
| +6% | +$121K | 0.1% | 181 |
|
|
2023
Q4 | $1.76M | Buy |
35,691
+3,970
| +13% | +$171K | 0.09% | 194 |
|
|
2023
Q3 | $1.3M | Buy |
31,721
+4,066
| +15% | +$176K | 0.08% | 211 |
|
|
2023
Q2 | $1.18M | Buy |
27,655
+779
| +3% | +$31.4K | 0.07% | 219 |
|
|
2023
Q1 | $1M | Sell |
26,876
-5,522
| -17% | -$241K | 0.06% | 238 |
|
|
2022
Q4 | $1.34M | Buy |
32,398
+114
| +0.4% | +$5.05K | 0.1% | 178 |
|
|
2022
Q3 | $1.3M | Buy |
32,284
+104
| +0.3% | +$4.47K | 0.11% | 163 |
|
|
2022
Q2 | $1.26M | Buy |
32,180
+878
| +3% | +$38.5K | 0.1% | 171 |
|
|
2022
Q1 | $1.52M | Buy |
31,302
+285
| +0.9% | +$15.3K | 0.1% | 169 |
|
|
2021
Q4 | $1.49M | Buy |
31,017
+1,679
| +6% | +$82.7K | 0.1% | 174 |
|
|
2021
Q3 | $1.36M | Buy |
29,338
+6,593
| +29% | +$305K | 0.1% | 172 |
|
|
2021
Q2 | $1.03M | Buy |
22,745
+11,636
| +105% | +$520K | 0.08% | 202 |
|
|
2021
Q1 | $434K | Sell |
11,109
-2,068
| -16% | -$73.2K | 0.04% | 317 |
|
|
2020
Q4 | $397K | Buy |
+13,177
| New | +$341K | 0.04% | 273 |
|
|
2020
Q3 | – | Sell |
-22,596
| Closed | -$578K | – | 210 |
|
|
2020
Q2 | $578K | Buy |
22,596
+10,299
| +84% | +$282K | 0.17% | 80 |
|
|
2020
Q1 | $352K | Buy |
12,297
+6,498
| +112% | +$276K | 0.13% | 101 |
|
|
2019
Q4 | $311K | Buy |
+5,799
| New | +$304K | 0.09% | 131 |
|
Other funds holding WFC
VCM
VPM
