WIM
WFC icon

Warwick Investment Management’s Wells Fargo WFC Stock Holding History

Warwick Investment Management’s Portfolio WFC Stock Details WFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$480K Buy
6,033
+1,363
+29% +$117K 0.07% 74
2025
Q4 		$435K Sell
4,670
-298
-6% -$25.9K 0.07% 84
2025
Q3 		$416K Buy
4,968
+547
+12% +$44.4K 0.07% 89
2025
Q2 		$354K Sell
4,421
-947
-18% -$68.3K 0.07% 82
2025
Q1 		$385K Buy
5,368
+263
+5% +$19.7K 0.08% 71
2024
Q4 		$359K Buy
5,105
+38
+0.7% +$2.59K 0.07% 68
2024
Q3 		$286K Buy
5,067
+1,078
+27% +$61K 0.07% 71
2024
Q2 		$237K Sell
3,989
-1,005
-20% -$59.3K 0.06% 95
2024
Q1 		$289K Buy
+4,994
New +$261K 0.07% 76

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VPM
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return