Westmount Partners’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 | $2.49M | Sell |
31,075
-551
| -2% | -$44.1K | 0.68% | 31 |
|
|
2025
Q1 | $2.27M | Buy |
31,626
+274
| +0.9% | +$19.7K | 0.69% | 32 |
|
|
2024
Q4 | $2.2M | Sell |
31,352
-295
| -0.9% | -$20.7K | 0.67% | 33 |
|
|
2024
Q3 | $1.79M | Sell |
31,647
-263
| -0.8% | -$14.9K | 0.54% | 41 |
|
|
2024
Q2 | $1.93M | Buy |
31,910
+9,435
| +42% | +$572K | 0.64% | 35 |
|
|
2024
Q1 | $1.3M | Buy |
22,475
+112
| +0.5% | +$6.49K | 0.47% | 43 |
|
|
2023
Q4 | $1.1M | Sell |
22,363
-509
| -2% | -$25.1K | 0.45% | 49 |
|
|
2023
Q3 | $935K | Buy |
22,872
+706
| +3% | +$28.8K | 0.41% | 55 |
|
|
2023
Q2 | $946K | Sell |
22,166
-472
| -2% | -$20.1K | 0.41% | 51 |
|
|
2023
Q1 | $846K | Sell |
22,638
-2,064
| -8% | -$77.2K | 0.39% | 53 |
|
|
2022
Q4 | $1.02M | Buy |
+24,702
| New | +$1.02M | 0.53% | 39 |
|