Virtue 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 | $567K | Sell |
7,083
-208
| -3% | -$16.7K | 0.1% | 140 |
|
|
2025
Q1 | $523K | Buy |
7,291
+635
| +10% | +$45.5K | 0.06% | 253 |
|
|
2024
Q4 | $468K | Buy |
+6,656
| New | +$468K | 0.09% | 154 |
|
|
2023
Q4 | – | Sell |
-8,776
| Closed | -$382K | – | 422 |
|
|
2023
Q3 | $382K | Hold |
8,776
| – | – | 0.07% | 262 |
|
|
2023
Q2 | $382K | Buy |
+8,776
| New | +$382K | 0.07% | 262 |
|
|
2023
Q1 | – | Sell |
-4,998
| Closed | -$206K | – | 435 |
|
|
2022
Q4 | $206K | Buy |
+4,998
| New | +$206K | 0.03% | 351 |
|
|
2022
Q2 | – | Sell |
-25,908
| Closed | -$1.26M | – | 413 |
|
|
2022
Q1 | $1.26M | Sell |
25,908
-1,056
| -4% | -$51.2K | 0.2% | 121 |
|
|
2021
Q4 | $1.29M | Buy |
26,964
+52
| +0.2% | +$2.5K | 0.19% | 143 |
|
|
2021
Q3 | $1.25M | Sell |
26,912
-1,001
| -4% | -$46.5K | 0.22% | 123 |
|
|
2021
Q2 | $1.26M | Sell |
27,913
-1,480
| -5% | -$67K | 0.25% | 115 |
|
|
2021
Q1 | $1.15M | Sell |
29,393
-11,391
| -28% | -$445K | 0.27% | 117 |
|
|
2020
Q4 | $1.23M | Sell |
40,784
-16,788
| -29% | -$507K | 0.3% | 101 |
|
|
2020
Q3 | $1.35M | Sell |
57,572
-29,598
| -34% | -$696K | 0.33% | 84 |
|
|
2020
Q2 | $2.23M | Buy |
+87,170
| New | +$2.23M | 0.51% | 53 |
|
|
2020
Q1 | – | Sell |
-22,013
| Closed | -$1.18M | – | 213 |
|
|
2019
Q4 | $1.18M | Sell |
22,013
-16,705
| -43% | -$899K | 0.34% | 64 |
|
|
2019
Q3 | $1.95M | Sell |
38,718
-1,272
| -3% | -$64.2K | 0.64% | 51 |
|
|
2019
Q2 | $1.89M | Buy |
39,990
+31,770
| +386% | +$1.5M | 0.69% | 49 |
|
|
2019
Q1 | $397K | Sell |
8,220
-970
| -11% | -$46.8K | 0.14% | 57 |
|
|
2018
Q4 | $423K | Sell |
9,190
-60,752
| -87% | -$2.8M | 0.2% | 40 |
|
|
2018
Q3 | $3.68M | Buy |
69,942
+36,054
| +106% | +$1.89M | 0.78% | 41 |
|
|
2018
Q2 | $1.88M | Buy |
33,888
+3,181
| +10% | +$176K | 0.91% | 15 |
|
|
2018
Q1 | $1.62M | Buy |
+30,707
| New | +$1.62M | 0.85% | 8 |
|