Westover Capital Advisors’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 | $725K | Hold |
9,047
| – | – | 0.14% | 119 |
|
|
2025
Q1 | $649K | Hold |
9,047
| – | – | 0.14% | 121 |
|
|
2024
Q4 | $635K | Hold |
9,047
| – | – | 0.14% | 124 |
|
|
2024
Q3 | $511K | Hold |
9,047
| – | – | 0.1% | 145 |
|
|
2024
Q2 | $537K | Hold |
9,047
| – | – | 0.14% | 124 |
|
|
2024
Q1 | $524K | Buy |
9,047
+3,931
| +77% | +$228K | 0.15% | 110 |
|
|
2023
Q4 | $252K | Buy |
5,116
+69
| +1% | +$3.4K | 0.08% | 153 |
|
|
2023
Q3 | $206K | Buy |
+5,047
| New | +$206K | 0.07% | 170 |
|
|
2022
Q1 | – | Sell |
-4,747
| Closed | -$228K | – | 195 |
|
|
2021
Q4 | $228K | Buy |
+4,747
| New | +$228K | 0.07% | 165 |
|
|
2017
Q3 | – | Sell |
-11,203
| Closed | -$621K | – | 127 |
|
|
2017
Q2 | $621K | Sell |
11,203
-537
| -5% | -$29.8K | 0.41% | 60 |
|
|
2017
Q1 | $653K | Buy |
11,740
+126
| +1% | +$7.01K | 0.44% | 65 |
|
|
2016
Q4 | $640K | Sell |
11,614
-1,674
| -13% | -$92.2K | 0.46% | 57 |
|
|
2016
Q3 | $588K | Buy |
13,288
+1,683
| +15% | +$74.5K | 0.44% | 62 |
|
|
2016
Q2 | $549K | Sell |
11,605
-2,050
| -15% | -$97K | 0.45% | 60 |
|
|
2016
Q1 | $660K | Buy |
13,655
+1,146
| +9% | +$55.4K | 0.56% | 50 |
|
|
2015
Q4 | $680K | Buy |
+12,509
| New | +$680K | 0.57% | 47 |
|