Vise Technologies’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 | $6.16M | Buy |
+76,938
| New | +$6.16M | 0.25% | 78 |
|
|
2024
Q4 | $4.47M | Buy |
63,590
+9,199
| +17% | +$646K | 0.37% | 49 |
|
|
2024
Q3 | $3.07M | Buy |
54,391
+10,264
| +23% | +$580K | 0.39% | 55 |
|
|
2024
Q2 | $2.62M | Sell |
44,127
-94
| -0.2% | -$5.58K | 0.46% | 49 |
|
|
2024
Q1 | $2.56M | Sell |
44,221
-10,110
| -19% | -$586K | 0.5% | 44 |
|
|
2023
Q4 | $2.67M | Buy |
54,331
+17,258
| +47% | +$849K | 0.58% | 42 |
|
|
2023
Q3 | $1.51M | Buy |
37,073
+5,313
| +17% | +$217K | 0.37% | 72 |
|
|
2023
Q2 | $1.36M | Buy |
31,760
+8,608
| +37% | +$367K | 0.33% | 76 |
|
|
2023
Q1 | $865K | Buy |
23,152
+3,704
| +19% | +$138K | 0.23% | 104 |
|
|
2022
Q4 | $803K | Buy |
19,448
+2,732
| +16% | +$113K | 0.25% | 99 |
|
|
2022
Q3 | $672K | Buy |
16,716
+5,831
| +54% | +$234K | 0.25% | 89 |
|
|
2022
Q2 | $426K | Buy |
10,885
+5,336
| +96% | +$209K | 0.17% | 149 |
|
|
2022
Q1 | $269K | Buy |
+5,549
| New | +$269K | 0.1% | 185 |
|