West Family Investments’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 | $1.34M | Buy |
16,721
+6,390
| +62% | +$512K | 0.35% | 59 |
|
|
2025
Q1 | $742K | Sell |
10,331
-180
| -2% | -$12.9K | 0.28% | 75 |
|
|
2024
Q4 | $738K | Sell |
10,511
-147
| -1% | -$10.3K | 0.26% | 78 |
|
|
2024
Q3 | $602K | Buy |
10,658
+1,163
| +12% | +$65.7K | 0.21% | 104 |
|
|
2024
Q2 | $564K | Hold |
9,495
| – | – | 0.17% | 101 |
|
|
2024
Q1 | $550K | Hold |
9,495
| – | – | 0.17% | 107 |
|
|
2023
Q4 | $467K | Buy |
9,495
+97
| +1% | +$4.77K | 0.16% | 99 |
|
|
2023
Q3 | $384K | Hold |
9,398
| – | – | 0.13% | 121 |
|
|
2023
Q2 | $401K | Buy |
9,398
+3,795
| +68% | +$162K | 0.16% | 117 |
|
|
2023
Q1 | $209K | Buy |
+5,603
| New | +$209K | 0.08% | 169 |
|
|
2022
Q3 | – | Sell |
-8,164
| Closed | -$320K | – | 266 |
|
|
2022
Q2 | $320K | Sell |
8,164
-3,227
| -28% | -$126K | 0.13% | 141 |
|
|
2022
Q1 | $552K | Buy |
11,391
+1,080
| +10% | +$52.3K | 0.16% | 100 |
|
|
2021
Q4 | $495K | Sell |
10,311
-2,841
| -22% | -$136K | 0.14% | 125 |
|
|
2021
Q3 | $610K | Buy |
13,152
+1,867
| +17% | +$86.6K | 0.16% | 117 |
|
|
2021
Q2 | $511K | Buy |
+11,285
| New | +$511K | 0.14% | 127 |
|
|
2017
Q4 | – | Sell |
-25,000
| Closed | -$1.38K | – | 89 |
|
|
2017
Q3 | $1.38K | Hold |
25,000
| – | – | 0.17% | 53 |
|
|
2017
Q2 | $1.39M | Buy |
+25,000
| New | +$1.39M | 0.3% | 59 |
|
|
2017
Q1 | – | Hold |
0
| – | – | – | 104 |
|
|
2016
Q4 | – | Hold |
0
| – | – | – | 102 |
|