Wedmont Private 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 | $12.4M | Buy |
151,021
+9,724
| +7% | +$795K | 0.53% | 30 |
|
|
2025
Q1 | $8.83M | Sell |
141,297
-21,796
| -13% | -$1.36M | 0.45% | 36 |
|
|
2024
Q4 | $11.4M | Buy |
163,093
+2,608
| +2% | +$182K | 0.6% | 28 |
|
|
2024
Q3 | $9.17M | Sell |
160,485
-1,478
| -0.9% | -$84.5K | 0.52% | 31 |
|
|
2024
Q2 | $9.16M | Buy |
161,963
+9,053
| +6% | +$512K | 0.58% | 31 |
|
|
2024
Q1 | $8.8M | Buy |
152,910
+21,496
| +16% | +$1.24M | 0.64% | 26 |
|
|
2023
Q4 | $6.56M | Buy |
131,414
+9,857
| +8% | +$492K | 0.54% | 33 |
|
|
2023
Q3 | $4.83M | Sell |
121,557
-4,013
| -3% | -$159K | 0.49% | 33 |
|
|
2023
Q2 | $5.47M | Buy |
125,570
+107,249
| +585% | +$4.67M | 0.59% | 29 |
|
|
2023
Q1 | $708K | Sell |
18,321
-3,592
| -16% | -$139K | 0.09% | 157 |
|
|
2022
Q4 | $938K | Buy |
21,913
+397
| +2% | +$17K | 0.14% | 115 |
|
|
2022
Q3 | $865K | Buy |
21,516
+3,147
| +17% | +$127K | 0.17% | 94 |
|
|
2022
Q2 | $720K | Buy |
18,369
+2,770
| +18% | +$109K | 0.16% | 103 |
|
|
2022
Q1 | $756K | Buy |
15,599
+3,687
| +31% | +$179K | 0.17% | 102 |
|
|
2021
Q4 | $667K | Buy |
+11,912
| New | +$667K | 0.21% | 82 |
|