Weiss Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-22,428
| Closed | -$1.58M | – | 678 |
|
|
2024
Q4 | $1.58M | Sell |
22,428
-162,576
| -88% | -$11.4M | 0.03% | 309 |
|
|
2024
Q3 | $10.5M | Buy |
+185,004
| New | +$10.5M | 0.23% | 99 |
|
|
2024
Q2 | – | Sell |
-263,625
| Closed | -$15.3M | – | 413 |
|
|
2024
Q1 | $15.3M | Buy |
+263,625
| New | +$15.3M | 0.53% | 41 |
|
|
2019
Q1 | – | Hold |
0
| – | – | – | 531 |
|
|
2018
Q4 | – | Hold |
0
| – | – | – | 488 |
|
|
2018
Q3 | – | Hold |
0
| – | – | – | 230 |
|
|
2018
Q2 | – | Hold |
0
| – | – | – | 270 |
|
|
2018
Q1 | – | Hold |
0
| – | – | – | 314 |
|