Versant Capital 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 | $498K | Sell |
6,214
-2,975
| -32% | -$238K | 0.08% | 175 |
|
|
2025
Q1 | $660K | Buy |
9,189
+4,200
| +84% | +$302K | 0.11% | 113 |
|
|
2024
Q4 | $350K | Buy |
4,989
+816
| +20% | +$57.3K | 0.08% | 124 |
|
|
2024
Q3 | $236K | Buy |
4,173
+699
| +20% | +$39.5K | 0.05% | 141 |
|
|
2024
Q2 | $206K | Buy |
3,474
+1,173
| +51% | +$69.7K | 0.05% | 138 |
|
|
2024
Q1 | $133K | Buy |
2,301
+5
| +0.2% | +$290 | 0.04% | 158 |
|
|
2023
Q4 | $113K | Buy |
2,296
+895
| +64% | +$44.1K | 0.03% | 172 |
|
|
2023
Q3 | $57.2K | Buy |
1,401
+60
| +4% | +$2.45K | 0.02% | 248 |
|
|
2023
Q2 | $57.2K | Buy |
1,341
+14
| +1% | +$598 | 0.02% | 249 |
|
|
2023
Q1 | $49.6K | Sell |
1,327
-32
| -2% | -$1.2K | 0.02% | 262 |
|
|
2022
Q4 | $56.1K | Buy |
1,359
+23
| +2% | +$950 | 0.02% | 208 |
|
|
2022
Q3 | $54K | Buy |
1,336
+15
| +1% | +$606 | 0.02% | 205 |
|
|
2022
Q2 | $52K | Sell |
1,321
-88
| -6% | -$3.46K | 0.02% | 224 |
|
|
2022
Q1 | $68K | Buy |
1,409
+19
| +1% | +$917 | 0.02% | 208 |
|
|
2021
Q4 | $67K | Buy |
1,390
+58
| +4% | +$2.8K | 0.02% | 198 |
|
|
2021
Q3 | $62K | Sell |
1,332
-2,501
| -65% | -$116K | 0.02% | 194 |
|
|
2021
Q2 | $174K | Buy |
3,833
+944
| +33% | +$42.9K | 0.06% | 104 |
|
|
2021
Q1 | $113K | Sell |
2,889
-232
| -7% | -$9.07K | 0.04% | 146 |
|
|
2020
Q4 | $94K | Sell |
3,121
-249
| -7% | -$7.5K | 0.04% | 146 |
|
|
2020
Q3 | $79K | Sell |
3,370
-522
| -13% | -$12.2K | 0.04% | 155 |
|
|
2020
Q2 | $99K | Buy |
3,892
+478
| +14% | +$12.2K | 0.05% | 134 |
|
|
2020
Q1 | $97K | Buy |
3,414
+1,575
| +86% | +$44.8K | 0.05% | 128 |
|
|
2019
Q4 | $98K | Buy |
1,839
+155
| +9% | +$8.26K | 0.05% | 131 |
|
|
2019
Q3 | $84K | Sell |
1,684
-48
| -3% | -$2.39K | 0.04% | 134 |
|
|
2019
Q2 | $81K | Sell |
1,732
-586
| -25% | -$27.4K | 0.04% | 142 |
|
|
2019
Q1 | $112K | Sell |
2,318
-318
| -12% | -$15.4K | 0.05% | 131 |
|
|
2018
Q4 | $121K | Hold |
2,636
| – | – | 0.06% | 113 |
|
|
2018
Q3 | $138K | Sell |
2,636
-73
| -3% | -$3.82K | 0.06% | 119 |
|
|
2018
Q2 | $150K | Sell |
2,709
-77
| -3% | -$4.26K | 0.06% | 113 |
|
|
2018
Q1 | $146K | Sell |
2,786
-1,073
| -28% | -$56.2K | 0.06% | 117 |
|
|
2017
Q4 | $234K | Buy |
3,859
+639
| +20% | +$38.7K | 0.09% | 93 |
|
|
2017
Q3 | $177K | Sell |
3,220
-14
| -0.4% | -$770 | 0.1% | 84 |
|
|
2017
Q2 | $179K | Sell |
3,234
-216
| -6% | -$12K | 0.1% | 81 |
|
|
2017
Q1 | $192K | Buy |
3,450
+296
| +9% | +$16.5K | 0.11% | 82 |
|
|
2016
Q4 | $173K | Buy |
3,154
+28
| +0.9% | +$1.54K | 0.1% | 85 |
|
|
2016
Q3 | $138K | Buy |
3,126
+73
| +2% | +$3.22K | 0.08% | 99 |
|
|
2016
Q2 | $144K | Sell |
3,053
-208
| -6% | -$9.81K | 0.09% | 92 |
|
|
2016
Q1 | $157K | Sell |
3,261
-167
| -5% | -$8.04K | 0.1% | 87 |
|
|
2015
Q4 | $186K | Buy |
+3,428
| New | +$186K | 0.12% | 71 |
|