Vicus Capital’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 | $312K | Buy |
3,888
+15
| +0.4% | +$1.2K | 0.03% | 211 |
|
|
2025
Q1 | $278K | Sell |
3,873
-884
| -19% | -$63.5K | 0.03% | 198 |
|
|
2024
Q4 | $334K | Sell |
4,757
-135
| -3% | -$9.48K | 0.03% | 170 |
|
|
2024
Q3 | $276K | Sell |
4,892
-2,738
| -36% | -$155K | 0.02% | 185 |
|
|
2024
Q2 | $453K | Buy |
7,630
+1,039
| +16% | +$61.7K | 0.04% | 171 |
|
|
2024
Q1 | $382K | Buy |
6,591
+471
| +8% | +$27.3K | 0.03% | 181 |
|
|
2023
Q4 | $301K | Sell |
6,120
-1,967
| -24% | -$96.8K | 0.03% | 167 |
|
|
2023
Q3 | $330K | Buy |
8,087
+937
| +13% | +$38.3K | 0.03% | 186 |
|
|
2023
Q2 | $305K | Sell |
7,150
-503
| -7% | -$21.5K | 0.03% | 169 |
|
|
2023
Q1 | $286K | Sell |
7,653
-1,253
| -14% | -$46.8K | 0.03% | 169 |
|
|
2022
Q4 | $368K | Sell |
8,906
-642
| -7% | -$26.5K | 0.04% | 143 |
|
|
2022
Q3 | $384K | Sell |
9,548
-586
| -6% | -$23.6K | 0.05% | 154 |
|
|
2022
Q2 | $397K | Sell |
10,134
-84
| -0.8% | -$3.29K | 0.04% | 157 |
|
|
2022
Q1 | $495K | Sell |
10,218
-280
| -3% | -$13.6K | 0.05% | 149 |
|
|
2021
Q4 | $587K | Buy |
10,498
+3,106
| +42% | +$174K | 0.06% | 139 |
|
|
2021
Q3 | $343K | Sell |
7,392
-142
| -2% | -$6.59K | 0.06% | 111 |
|
|
2021
Q2 | $341K | Buy |
7,534
+588
| +8% | +$26.6K | 0.06% | 118 |
|
|
2021
Q1 | $271K | Sell |
6,946
-892
| -11% | -$34.8K | 0.03% | 195 |
|
|
2020
Q4 | $237K | Sell |
7,838
-2,055
| -21% | -$62.1K | 0.03% | 200 |
|
|
2020
Q3 | $233K | Sell |
9,893
-785
| -7% | -$18.5K | 0.03% | 188 |
|
|
2020
Q2 | $273K | Sell |
10,678
-2,271
| -18% | -$58.1K | 0.04% | 169 |
|
|
2020
Q1 | $372K | Sell |
12,949
-1,961
| -13% | -$56.3K | 0.07% | 130 |
|
|
2019
Q4 | $802K | Sell |
14,910
-1,040
| -7% | -$55.9K | 0.12% | 93 |
|
|
2019
Q3 | $805K | Buy |
15,950
+562
| +4% | +$28.4K | 0.11% | 117 |
|
|
2019
Q2 | $728K | Sell |
15,388
-1,087
| -7% | -$51.4K | 0.1% | 126 |
|
|
2019
Q1 | $796K | Buy |
16,475
+388
| +2% | +$18.7K | 0.13% | 115 |
|
|
2018
Q4 | $741K | Sell |
16,087
-839
| -5% | -$38.6K | 0.13% | 115 |
|
|
2018
Q3 | $890K | Buy |
16,926
+613
| +4% | +$32.2K | 0.14% | 106 |
|
|
2018
Q2 | $904K | Buy |
16,313
+1,189
| +8% | +$65.9K | 0.15% | 101 |
|
|
2018
Q1 | $793K | Buy |
15,124
+2,683
| +22% | +$141K | 0.14% | 116 |
|
|
2017
Q4 | $755K | Buy |
12,441
+167
| +1% | +$10.1K | 0.13% | 119 |
|
|
2017
Q3 | $677K | Buy |
12,274
+3,751
| +44% | +$207K | 0.13% | 123 |
|
|
2017
Q2 | $472K | Buy |
8,523
+2,648
| +45% | +$147K | 0.1% | 146 |
|
|
2017
Q1 | $327K | Sell |
5,875
-186
| -3% | -$10.4K | 0.07% | 180 |
|
|
2016
Q4 | $334K | Sell |
6,061
-9,991
| -62% | -$551K | 0.07% | 169 |
|
|
2016
Q3 | $711K | Buy |
16,052
+10,618
| +195% | +$470K | 0.16% | 117 |
|
|
2016
Q2 | $257K | Buy |
5,434
+204
| +4% | +$9.65K | 0.06% | 164 |
|
|
2016
Q1 | $253K | Sell |
5,230
-300
| -5% | -$14.5K | 0.06% | 160 |
|
|
2015
Q4 | $301K | Sell |
5,530
-12
| -0.2% | -$653 | 0.08% | 154 |
|
|
2015
Q3 | $285K | Buy |
5,542
+963
| +21% | +$49.5K | 0.08% | 129 |
|
|
2015
Q2 | $258K | Sell |
4,579
-158
| -3% | -$8.9K | 0.07% | 149 |
|
|
2015
Q1 | $258 | Sell |
4,737
-103
| -2% | -$6 | 0.05% | 151 |
|
|
2014
Q4 | $265K | Sell |
4,840
-3,265
| -40% | -$179K | 0.08% | 138 |
|
|
2014
Q3 | $420K | Buy |
8,105
+1,526
| +23% | +$79.1K | 0.14% | 85 |
|
|
2014
Q2 | $346K | Buy |
6,579
+1,195
| +22% | +$62.8K | 0.11% | 96 |
|
|
2014
Q1 | $268K | Buy |
5,384
+376
| +8% | +$18.7K | 0.09% | 108 |
|
|
2013
Q4 | $227K | Buy |
+5,008
| New | +$227K | 0.09% | 103 |
|