Waterloo Capital’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 | $5.08M | Buy |
63,398
+2,961
| +5% | +$237K | 0.41% | 51 |
|
|
2025
Q1 | $4.34M | Buy |
60,437
+4,409
| +8% | +$317K | 0.4% | 59 |
|
|
2024
Q4 | $3.94M | Sell |
56,028
-5,428
| -9% | -$381K | 0.41% | 61 |
|
|
2024
Q3 | $3.47M | Buy |
61,456
+678
| +1% | +$38.3K | 0.38% | 69 |
|
|
2024
Q2 | $3.61M | Buy |
60,778
+131
| +0.2% | +$7.78K | 0.43% | 58 |
|
|
2024
Q1 | $3.52M | Buy |
60,647
+10,419
| +21% | +$604K | 0.45% | 52 |
|
|
2023
Q4 | $2.47M | Buy |
+50,228
| New | +$2.47M | 0.4% | 59 |
|