Vista Investment Management’s Wells Fargo WFC Stock Holding History

Vista Investment Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.92M	Sell	23,998 -267	-1%	-$21.4K	0.71%	40
2025 Q1	$1.74M	Sell	24,265 -1,222	-5%	-$87.7K	0.68%	47
2024 Q4	$1.79M	Sell	25,487 -2,559	-9%	-$180K	0.68%	48
2024 Q3	$1.58M	Sell	28,046 -284	-1%	-$16K	0.6%	54
2024 Q2	$1.68M	Sell	28,330 -1,074	-4%	-$63.8K	0.68%	46
2024 Q1	$1.7M	Sell	29,404 -1,529	-5%	-$88.6K	0.69%	43
2023 Q4	$1.52M	Sell	30,933 -68	-0.2%	-$3.35K	0.71%	44
2023 Q3	$1.27M	Sell	31,001 -18	-0.1%	-$735	0.67%	49
2023 Q2	$1.32M	Sell	31,019 -1,186	-4%	-$50.6K	0.67%	48
2023 Q1	$1.2M	Buy	32,205 +1,826	+6%	+$68.3K	0.64%	51
2022 Q4	$1.25M	Buy	30,379 +1,071	+4%	+$44.2K	0.72%	44
2022 Q3	$1.18M	Buy	29,308 +2,178	+8%	+$87.6K	0.73%	43
2022 Q2	$1.06M	Buy	27,130 +289	+1%	+$11.3K	0.64%	49
2022 Q1	$1.3M	Buy	26,841 +207	+0.8%	+$10K	0.71%	46
2021 Q4	$1.28M	Sell	26,634 -773	-3%	-$37.1K	0.69%	47
2021 Q3	$1.27M	Sell	27,407 -21	-0.1%	-$975	0.75%	47
2021 Q2	$1.24M	Sell	27,428 -521	-2%	-$23.6K	0.73%	45
2021 Q1	$1.09M	Sell	27,949 -786	-3%	-$30.7K	0.68%	50
2020 Q4	$867K	Sell	28,735 -1,699	-6%	-$51.3K	0.58%	55
2020 Q3	$716K	Buy	30,434 +735	+2%	+$17.3K	0.55%	60
2020 Q2	$760K	Buy	29,699 +1,158	+4%	+$29.6K	0.65%	52
2020 Q1	$819K	Buy	28,541 +557	+2%	+$16K	0.84%	42
2019 Q4	$1.51M	Buy	27,984 +31	+0.1%	+$1.67K	1.13%	26
2019 Q3	$1.41M	Buy	27,953 +799	+3%	+$40.3K	1.16%	25
2019 Q2	$1.29M	Sell	27,154 -309	-1%	-$14.6K	1.09%	29
2019 Q1	$1.33M	Sell	27,463 -157	-0.6%	-$7.59K	1.16%	28
2018 Q4	$1.27M	Sell	27,620 -18	-0.1%	-$830	1.31%	24
2018 Q3	$1.45M	Buy	27,638 +1,361	+5%	+$71.6K	1.28%	25
2018 Q2	$1.46M	Buy	26,277 +527	+2%	+$29.2K	1.42%	16
2018 Q1	$1.35M	Sell	25,750 -47	-0.2%	-$2.46K	1.41%	19
2017 Q4	$1.57M	Buy	+25,797	New	+$1.57M	1.64%	14