WCM
Wedge Capital Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $38.2M | Sell |
476,887
-8,902
| -2% | -$713K | 0.68% | 49 |
|
|
2025
Q1 | $34.9M | Sell |
485,789
-71,721
| -13% | -$5.15M | 0.68% | 55 |
|
|
2024
Q4 | $39.2M | Sell |
557,510
-122,238
| -18% | -$8.59M | 0.71% | 44 |
|
|
2024
Q3 | $38.4M | Sell |
679,748
-52,511
| -7% | -$2.97M | 0.66% | 58 |
|
|
2024
Q2 | $43.5M | Buy |
732,259
+2,085
| +0.3% | +$124K | 0.77% | 37 |
|
|
2024
Q1 | $42.3M | Sell |
730,174
-126,938
| -15% | -$7.36M | 0.69% | 43 |
|
|
2023
Q4 | $42.2M | Sell |
857,112
-21,003
| -2% | -$1.03M | 0.75% | 43 |
|
|
2023
Q3 | $35.9M | Buy |
878,115
+91,285
| +12% | +$3.73M | 0.71% | 29 |
|
|
2023
Q2 | $33.6M | Buy |
786,830
+779,675
| +10,897% | +$33.3M | 0.53% | 43 |
|
|
2023
Q1 | $267K | Buy |
7,155
+552
| +8% | +$20.6K | ﹤0.01% | 362 |
|
|
2022
Q4 | $273K | Buy |
+6,603
| New | +$273K | ﹤0.01% | 364 |
|
|
2022
Q3 | – | Sell |
-6,640
| Closed | -$260K | – | 433 |
|
|
2022
Q2 | $260K | Buy |
6,640
+18
| +0.3% | +$705 | ﹤0.01% | 361 |
|
|
2022
Q1 | $321K | Buy |
6,622
+103
| +2% | +$4.99K | ﹤0.01% | 351 |
|
|
2021
Q4 | $313K | Sell |
6,519
-127
| -2% | -$6.1K | ﹤0.01% | 350 |
|
|
2021
Q3 | $308K | Sell |
6,646
-303
| -4% | -$14K | ﹤0.01% | 345 |
|
|
2021
Q2 | $315K | Sell |
6,949
-1,004
| -13% | -$45.5K | ﹤0.01% | 340 |
|
|
2021
Q1 | $311K | Buy |
+7,953
| New | +$311K | ﹤0.01% | 438 |
|
|
2020
Q3 | – | Sell |
-7,941
| Closed | -$203K | – | 561 |
|
|
2020
Q2 | $203K | Buy |
+7,941
| New | +$203K | ﹤0.01% | 475 |
|
|
2020
Q1 | – | Sell |
-7,804
| Closed | -$420K | – | 589 |
|
|
2019
Q4 | $420K | Buy |
7,804
+93
| +1% | +$5.01K | ﹤0.01% | 425 |
|
|
2019
Q3 | $389K | Buy |
+7,711
| New | +$389K | ﹤0.01% | 439 |
|
|
2017
Q2 | – | Sell |
-3,765
| Closed | -$210K | – | 586 |
|
|
2017
Q1 | $210K | Buy |
3,765
+62
| +2% | +$3.46K | ﹤0.01% | 540 |
|
|
2016
Q4 | $204K | Buy |
+3,703
| New | +$204K | ﹤0.01% | 552 |
|