WBC
West Branch Capital’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.99M | Buy |
24,899
+2,808
| +13% | +$225K | 0.59% | 34 |
|
|
2025
Q1 | $1.59M | Buy |
22,091
+4,904
| +29% | +$352K | 0.53% | 37 |
|
|
2024
Q4 | $1.21M | Buy |
17,187
+5,979
| +53% | +$420K | 0.39% | 45 |
|
|
2024
Q3 | $633K | Buy |
11,208
+868
| +8% | +$49K | 0.22% | 51 |
|
|
2024
Q2 | $614K | Buy |
10,340
+2,102
| +26% | +$125K | 0.23% | 49 |
|
|
2024
Q1 | $477K | Buy |
8,238
+656
| +9% | +$38K | 0.19% | 55 |
|
|
2023
Q4 | $373K | Sell |
7,582
-1,554
| -17% | -$76.5K | 0.18% | 51 |
|
|
2023
Q3 | $373K | Sell |
9,136
-746
| -8% | -$30.5K | 0.2% | 55 |
|
|
2023
Q2 | $422K | Sell |
9,882
-846
| -8% | -$36.1K | 0.21% | 54 |
|
|
2023
Q1 | $401K | Buy |
10,728
+423
| +4% | +$15.8K | 0.22% | 52 |
|
|
2022
Q4 | $426K | Buy |
10,305
+3
| +0% | +$124 | 0.26% | 50 |
|
|
2022
Q3 | $414K | Sell |
10,302
-649
| -6% | -$26.1K | 0.26% | 56 |
|
|
2022
Q2 | $429K | Sell |
10,951
-310
| -3% | -$12.1K | 0.25% | 57 |
|
|
2022
Q1 | $546K | Sell |
11,261
-989
| -8% | -$48K | 0.26% | 56 |
|
|
2021
Q4 | $588K | Buy |
12,250
+697
| +6% | +$33.5K | 0.25% | 54 |
|
|
2021
Q3 | $536K | Sell |
11,553
-89
| -0.8% | -$4.13K | 0.26% | 56 |
|
|
2021
Q2 | $527K | Buy |
11,642
+4,853
| +71% | +$220K | 0.26% | 55 |
|
|
2021
Q1 | $265K | Buy |
+6,789
| New | +$265K | 0.16% | 75 |
|
|
2020
Q1 | – | Sell |
-11,793
| Closed | -$634K | – | 95 |
|
|
2019
Q4 | $634K | Buy |
+11,793
| New | +$634K | 0.44% | 58 |
|