Western Financial Corp’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 | $6.92M | Sell |
86,377
-9,835
| -10% | -$788K | 3.71% | 3 |
|
|
2025
Q1 | $6.91M | Buy |
96,212
+145
| +0.2% | +$10.4K | 4.01% | 3 |
|
|
2024
Q4 | $6.75M | Buy |
96,067
+1,032
| +1% | +$72.5K | 3.71% | 3 |
|
|
2024
Q3 | $5.37M | Buy |
95,035
+132
| +0.1% | +$7.46K | 3.05% | 3 |
|
|
2024
Q2 | $5.64M | Buy |
94,903
+4,026
| +4% | +$239K | 3.4% | 3 |
|
|
2024
Q1 | $5.27M | Hold |
90,877
| – | – | 3.23% | 3 |
|
|
2023
Q4 | $4.47M | Sell |
90,877
-313
| -0.3% | -$15.4K | 2.99% | 3 |
|
|
2023
Q3 | $3.79M | Hold |
91,190
| – | – | 2.78% | 4 |
|
|
2023
Q2 | $3.89M | Sell |
91,190
-16
| -0% | -$683 | 2.65% | 4 |
|
|
2023
Q1 | $3.41M | Hold |
91,206
| – | – | 2.43% | 4 |
|
|
2022
Q4 | $3.77M | Sell |
91,206
-300
| -0.3% | -$12.4K | 2.44% | 4 |
|
|
2022
Q3 | $3.68M | Hold |
91,506
| – | – | 2.57% | 4 |
|
|
2022
Q2 | $3.58M | Sell |
91,506
-44
| -0% | -$1.72K | 2.55% | 4 |
|
|
2022
Q1 | $4.44M | Buy |
91,550
+60
| +0.1% | +$2.91K | 2.58% | 4 |
|
|
2021
Q4 | $4.39M | Sell |
91,490
-182
| -0.2% | -$8.73K | 2.3% | 5 |
|
|
2021
Q3 | $4.25M | Sell |
91,672
-75
| -0.1% | -$3.48K | 2.52% | 5 |
|
|
2021
Q2 | $4.16M | Hold |
91,747
| – | – | 2.25% | 5 |
|
|
2021
Q1 | $3.59M | Sell |
91,747
-1,000
| -1% | -$39.1K | 2.19% | 5 |
|
|
2020
Q4 | $2.8M | Buy |
+92,747
| New | +$2.8M | 1.84% | 5 |
|