Voleon 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 | $13.2M | Buy |
165,331
+40,449
| +32% | +$3.24M | 0.73% | 21 |
|
2025
Q1 | $8.97M | Sell |
124,882
-25,765
| -17% | -$1.85M | 0.7% | 29 |
|
2024
Q4 | $10.6M | Buy |
+150,647
| New | +$10.6M | 0.79% | 20 |
|
2022
Q3 | – | Sell |
-2,300,000
| Closed | -$90.1M | – | 5 |
|
2022
Q2 | $90.1M | Buy |
2,300,000
+1,200,000
| +109% | +$47M | 25.74% | 2 |
|
2022
Q1 | $53.3M | Sell |
1,100,000
-650,000
| -37% | -$31.5M | 11.66% | 5 |
|
2021
Q4 | $84M | Buy |
+1,750,000
| New | +$84M | 14.01% | 2 |
|
2021
Q3 | – | Sell |
-1,685,000
| Closed | -$76.3M | – | 13 |
|
2021
Q2 | $76.3M | Buy |
+1,685,000
| New | +$76.3M | 33.32% | 2 |
|
2021
Q1 | – | Sell |
-550,000
| Closed | -$16.6M | – | 39 |
|
2020
Q4 | $16.6M | Buy |
+550,000
| New | +$16.6M | 1.77% | 23 |
|
2020
Q1 | – | Sell |
-352,000
| Closed | -$18.9M | – | 141 |
|
2019
Q4 | $18.9M | Buy |
+352,000
| New | +$18.9M | 1.1% | 22 |
|
2019
Q3 | – | Sell |
-850,000
| Closed | -$40.2M | – | 247 |
|
2019
Q2 | $40.2M | Buy |
850,000
+50,000
| +6% | +$2.37M | 2.3% | 12 |
|
2019
Q1 | $38.7M | Buy |
+800,000
| New | +$38.7M | 6.23% | 7 |
|