Westend Capital 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
Q2 | $183 | Hold |
2
| – | – | ﹤0.01% | 219 |
|
|
2025
Q1 | $163 | Hold |
2
| – | – | ﹤0.01% | 224 |
|
|
2024
Q4 | $159 | Hold |
2
| – | – | ﹤0.01% | 216 |
|
|
2024
Q3 | $127 | Hold |
2
| – | – | ﹤0.01% | 235 |
|
|
2024
Q2 | $135 | Buy |
+2
| New | +$135 | ﹤0.01% | 220 |
|
|
2016
Q3 | $2.05M | Sell |
46,220
-140
| -0.3% | -$6.2K | 2.86% | 7 |
|
|
2016
Q2 | $2.19M | Buy |
46,360
+2,968
| +7% | +$140K | 3.18% | 4 |
|
|
2016
Q1 | $2.1M | Buy |
43,392
+4,045
| +10% | +$196K | 2.87% | 8 |
|
|
2015
Q4 | $2.14M | Buy |
39,347
+205
| +0.5% | +$11.1K | 2.93% | 13 |
|
|
2015
Q3 | $2.07M | Sell |
39,142
-389
| -1% | -$20.6K | 2.63% | 13 |
|
|
2015
Q2 | $2.19M | Buy |
39,531
+1,210
| +3% | +$67.2K | 2.55% | 14 |
|
|
2015
Q1 | $2.08M | Sell |
38,321
-7,072
| -16% | -$383K | 2.45% | 15 |
|
|
2014
Q4 | $2.49M | Sell |
45,393
-6,543
| -13% | -$359K | 2.87% | 9 |
|
|
2014
Q3 | $2.53M | Buy |
+51,936
| New | +$2.53M | 2.76% | 13 |
|