WIM
Warwick Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $354K | Sell |
4,421
-947
| -18% | -$75.9K | 0.07% | 82 |
|
|
2025
Q1 | $385K | Buy |
5,368
+263
| +5% | +$18.9K | 0.08% | 71 |
|
|
2024
Q4 | $359K | Buy |
5,105
+38
| +0.7% | +$2.67K | 0.07% | 68 |
|
|
2024
Q3 | $286K | Buy |
5,067
+1,078
| +27% | +$60.9K | 0.07% | 71 |
|
|
2024
Q2 | $237K | Sell |
3,989
-1,005
| -20% | -$59.7K | 0.06% | 95 |
|
|
2024
Q1 | $289K | Buy |
+4,994
| New | +$289K | 0.07% | 76 |
|