Wells Fargo’s Solo Brands, Inc. SBDS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-16,897
| Closed | -$2.84K | – | 6849 |
|
|
2025
Q1 | $2.84K | Buy |
16,897
+374
| +2% | +$63 | ﹤0.01% | 5643 |
|
|
2024
Q4 | $18.8K | Buy |
16,523
+3,598
| +28% | +$4.1K | ﹤0.01% | 5288 |
|
|
2024
Q3 | $18.2K | Buy |
12,925
+5,760
| +80% | +$8.12K | ﹤0.01% | 5256 |
|
|
2024
Q2 | $16.3K | Buy |
7,165
+879
| +14% | +$2K | ﹤0.01% | 5255 |
|
|
2024
Q1 | $13.6K | Buy |
6,286
+824
| +15% | +$1.79K | ﹤0.01% | 5288 |
|
|
2023
Q4 | $33.6K | Buy |
5,462
+761
| +16% | +$4.69K | ﹤0.01% | 5003 |
|
|
2023
Q3 | $24K | Sell |
4,701
-4,297
| -48% | -$21.9K | ﹤0.01% | 5159 |
|
|
2023
Q2 | $50.9K | Sell |
8,998
-10,713
| -54% | -$60.6K | ﹤0.01% | 5141 |
|
|
2023
Q1 | $142K | Buy |
19,711
+3,906
| +25% | +$28K | ﹤0.01% | 4354 |
|
|
2022
Q4 | $58.8K | Sell |
15,805
-54
| -0.3% | -$201 | ﹤0.01% | 4488 |
|
|
2022
Q3 | $60K | Sell |
15,859
-2,264
| -12% | -$8.57K | ﹤0.01% | 4570 |
|
|
2022
Q2 | $74K | Sell |
18,123
-7,677
| -30% | -$31.3K | ﹤0.01% | 4569 |
|
|
2022
Q1 | $221K | Buy |
25,800
+18,571
| +257% | +$159K | ﹤0.01% | 4629 |
|
|
2021
Q4 | $113K | Buy |
+7,229
| New | +$113K | ﹤0.01% | 5175 |
|