Vontobel Holding’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 | $4.24M | Sell |
52,873
-23,048
| -30% | -$1.85M | 0.01% | 342 |
|
|
2025
Q1 | $5.45M | Buy |
75,921
+29,870
| +65% | +$2.14M | 0.02% | 304 |
|
|
2024
Q4 | $3.23M | Sell |
46,051
-2,182
| -5% | -$153K | 0.01% | 382 |
|
|
2024
Q3 | $2.72M | Buy |
48,233
+24,911
| +107% | +$1.41M | 0.01% | 397 |
|
|
2024
Q2 | $1.39M | Buy |
23,322
+8,611
| +59% | +$511K | ﹤0.01% | 509 |
|
|
2024
Q1 | $853K | Buy |
14,711
+6,150
| +72% | +$356K | 0.01% | 627 |
|
|
2023
Q4 | $421K | Sell |
8,561
-66,302
| -89% | -$3.26M | ﹤0.01% | 840 |
|
|
2023
Q3 | $3.06M | Buy |
74,863
+1,433
| +2% | +$58.6K | 0.03% | 356 |
|
|
2023
Q2 | $3.13M | Sell |
73,430
-19,558
| -21% | -$835K | 0.03% | 369 |
|
|
2023
Q1 | $3.48M | Sell |
92,988
-78,458
| -46% | -$2.93M | 0.03% | 341 |
|
|
2022
Q4 | $7.05M | Buy |
171,446
+7,980
| +5% | +$328K | 0.07% | 240 |
|
|
2022
Q3 | $6.62M | Sell |
163,466
-6,241
| -4% | -$253K | 0.08% | 229 |
|
|
2022
Q2 | $6.74M | Buy |
169,707
+9,647
| +6% | +$383K | 0.07% | 222 |
|
|
2022
Q1 | $8.02M | Buy |
160,060
+21,109
| +15% | +$1.06M | 0.07% | 226 |
|
|
2021
Q4 | $6.68M | Sell |
138,951
-51,959
| -27% | -$2.5M | 0.06% | 236 |
|
|
2021
Q3 | $8.86M | Sell |
190,910
-14,949
| -7% | -$694K | 0.08% | 187 |
|
|
2021
Q2 | $9.22M | Buy |
205,859
+16,647
| +9% | +$746K | 0.08% | 188 |
|
|
2021
Q1 | $7.39M | Buy |
189,212
+58,061
| +44% | +$2.27M | 0.05% | 197 |
|
|
2020
Q4 | $4.38M | Buy |
+131,151
| New | +$4.38M | 0.03% | 257 |
|