Voloridge Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-100,000
| Closed | -$7.02M | – | 1389 |
|
|
2024
Q4 | $7.02M | Buy |
+100,000
| New | +$7.02M | 0.02% | 681 |
|
|
2024
Q1 | – | Sell |
-421,444
| Closed | -$20.7M | – | 1376 |
|
|
2023
Q4 | $20.7M | Buy |
+421,444
| New | +$20.7M | 0.08% | 309 |
|
|
2023
Q3 | – | Sell |
-233,663
| Closed | -$9.97M | – | 1624 |
|
|
2023
Q2 | $9.97M | Sell |
233,663
-766,357
| -77% | -$32.7M | 0.05% | 463 |
|
|
2023
Q1 | $37.4M | Buy |
1,000,020
+505,320
| +102% | +$18.9M | 0.19% | 172 |
|
|
2022
Q4 | $20.4M | Buy |
+494,700
| New | +$20.4M | 0.11% | 258 |
|
|
2021
Q4 | – | Sell |
-210,459
| Closed | -$9.77M | – | 1877 |
|
|
2021
Q3 | $9.77M | Sell |
210,459
-227,676
| -52% | -$10.6M | 0.06% | 440 |
|
|
2021
Q2 | $19.8M | Buy |
+438,135
| New | +$19.8M | 0.14% | 187 |
|
|
2020
Q4 | – | Sell |
-4,723,385
| Closed | -$111M | – | 1603 |
|
|
2020
Q3 | $111M | Buy |
4,723,385
+2,675,776
| +131% | +$62.9M | 0.92% | 11 |
|
|
2020
Q2 | $52.4M | Buy |
2,047,609
+313,377
| +18% | +$8.02M | 0.6% | 26 |
|
|
2020
Q1 | $49.8M | Buy |
+1,734,232
| New | +$49.8M | 1.43% | 8 |
|
|
2019
Q3 | – | Sell |
-1,234,787
| Closed | -$58.4M | – | 1241 |
|
|
2019
Q2 | $58.4M | Buy |
1,234,787
+509,801
| +70% | +$24.1M | 1.62% | 6 |
|
|
2019
Q1 | $35M | Buy |
+724,986
| New | +$35M | 1.06% | 12 |
|
|
2018
Q3 | – | Sell |
-408,458
| Closed | -$22.6M | – | 485 |
|
|
2018
Q2 | $22.6M | Buy |
+408,458
| New | +$22.6M | 0.61% | 35 |
|
|
2017
Q3 | – | Sell |
-288,599
| Closed | -$16M | – | 544 |
|
|
2017
Q2 | $16M | Buy |
288,599
+256,262
| +792% | +$14.2M | 0.4% | 66 |
|
|
2017
Q1 | $1.8M | Sell |
32,337
-276,471
| -90% | -$15.4M | 0.04% | 326 |
|
|
2016
Q4 | $17M | Buy |
+308,808
| New | +$17M | 0.37% | 61 |
|
|
2016
Q3 | – | Sell |
-612,721
| Closed | -$29M | – | 350 |
|
|
2016
Q2 | $29M | Buy |
612,721
+124,053
| +25% | +$5.87M | 0.83% | 37 |
|
|
2016
Q1 | $23.6M | Buy |
+488,668
| New | +$23.6M | 0.55% | 36 |
|