Verum Partners’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 | $582K | Buy |
7,265
+128
| +2% | +$10.3K | 0.13% | 83 |
|
|
2025
Q1 | $512K | Buy |
7,137
+18
| +0.3% | +$1.29K | 0.14% | 85 |
|
|
2024
Q4 | $500K | Sell |
7,119
-2,639
| -27% | -$185K | 0.14% | 89 |
|
|
2024
Q3 | $551K | Buy |
9,758
+111
| +1% | +$6.27K | 0.16% | 79 |
|
|
2024
Q2 | $573K | Buy |
9,647
+21
| +0.2% | +$1.25K | 0.19% | 73 |
|
|
2024
Q1 | $558K | Sell |
9,626
-747
| -7% | -$43.3K | 0.2% | 78 |
|
|
2023
Q4 | $511K | Buy |
10,373
+985
| +10% | +$48.5K | 0.2% | 75 |
|
|
2023
Q3 | $384K | Buy |
+9,388
| New | +$384K | 0.17% | 84 |
|
|
2023
Q1 | – | Sell |
-5,480
| Closed | -$226K | – | 72 |
|
|
2022
Q4 | $226K | Buy |
+5,480
| New | +$226K | 0.28% | 68 |
|