Vivaldi 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 | $259K | Buy |
3,229
+165
| +5% | +$13.2K | 0.04% | 241 |
|
|
2025
Q1 | $220K | Buy |
3,064
+377
| +14% | +$27.1K | 0.04% | 248 |
|
|
2024
Q4 | $209K | Buy |
+2,687
| New | +$209K | 0.03% | 263 |
|
|
2019
Q4 | – | Sell |
-4,789
| Closed | -$242K | – | 235 |
|
|
2019
Q3 | $242K | Sell |
4,789
-4,154
| -46% | -$210K | 0.06% | 184 |
|
|
2019
Q2 | $423K | Buy |
+8,943
| New | +$423K | 0.11% | 149 |
|