WP
Waycross Partners’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.6M | Buy |
469,385
+14,873
| +3% | +$1.19M | 3.54% | 10 |
|
|
2025
Q1 | $32.6M | Buy |
454,512
+126,894
| +39% | +$9.11M | 3.66% | 9 |
|
|
2024
Q4 | $23M | Buy |
327,618
+12,128
| +4% | +$852K | 2.98% | 10 |
|
|
2024
Q3 | $17.8M | Buy |
315,490
+33,451
| +12% | +$1.89M | 2.46% | 18 |
|
|
2024
Q2 | $16.8M | Buy |
282,039
+31,033
| +12% | +$1.84M | 2.57% | 13 |
|
|
2024
Q1 | $14.5M | Buy |
251,006
+19,656
| +8% | +$1.14M | 2.5% | 17 |
|
|
2023
Q4 | $11.4M | Buy |
231,350
+92,818
| +67% | +$4.57M | 2.14% | 19 |
|
|
2023
Q3 | $5.66M | Sell |
138,532
-27,824
| -17% | -$1.14M | 1.25% | 28 |
|
|
2023
Q2 | $7.1M | Buy |
166,356
+28,330
| +21% | +$1.21M | 1.54% | 27 |
|
|
2023
Q1 | $5.16M | Sell |
138,026
-4,261
| -3% | -$159K | 1.5% | 27 |
|
|
2022
Q4 | $5.88M | Buy |
142,287
+54,138
| +61% | +$2.24M | 2.13% | 19 |
|
|
2022
Q3 | $3.55M | Buy |
+88,149
| New | +$3.55M | 2.38% | 12 |
|