Verus Capital 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 | $511K | Buy |
6,373
+441
| +7% | +$35.3K | 0.04% | 232 |
|
|
2025
Q1 | $426K | Sell |
5,932
-672
| -10% | -$48.2K | 0.04% | 255 |
|
|
2024
Q4 | $464K | Buy |
6,604
+77
| +1% | +$5.41K | 0.04% | 232 |
|
|
2024
Q3 | $369K | Buy |
6,527
+147
| +2% | +$8.3K | 0.03% | 253 |
|
|
2024
Q2 | $379K | Buy |
6,380
+1,507
| +31% | +$89.5K | 0.04% | 246 |
|
|
2024
Q1 | $282K | Sell |
4,873
-212
| -4% | -$12.3K | 0.03% | 267 |
|
|
2023
Q4 | $250K | Sell |
5,085
-353
| -6% | -$17.4K | 0.03% | 261 |
|
|
2023
Q3 | $222K | Sell |
5,438
-105
| -2% | -$4.29K | 0.03% | 266 |
|
|
2023
Q2 | $237K | Buy |
+5,543
| New | +$237K | 0.03% | 249 |
|
|
2023
Q1 | – | Sell |
-7,414
| Closed | -$306K | – | 308 |
|
|
2022
Q4 | $306K | Sell |
7,414
-37
| -0.5% | -$1.53K | 0.06% | 201 |
|
|
2022
Q3 | $300K | Buy |
7,451
+909
| +14% | +$36.6K | 0.06% | 202 |
|
|
2022
Q2 | $376K | Sell |
6,542
-3,080
| -32% | -$177K | 0.07% | 193 |
|
|
2022
Q1 | $430K | Buy |
+9,622
| New | +$430K | 0.07% | 208 |
|
|
2020
Q1 | $175K | Buy |
6,089
+1,508
| +33% | +$43.3K | 0.06% | 211 |
|
|
2019
Q4 | $246K | Buy |
+4,581
| New | +$246K | 0.08% | 201 |
|