WGAM
Wilkinson Global Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.44M | Hold |
30,400
| – | – | 0.15% | 34 |
|
|
2025
Q1 | $2.18M | Hold |
30,400
| – | – | 0.14% | 37 |
|
|
2024
Q4 | $2.14M | Hold |
30,400
| – | – | 0.13% | 37 |
|
|
2024
Q3 | $1.72M | Hold |
30,400
| – | – | 0.1% | 40 |
|
|
2024
Q2 | $1.81M | Hold |
30,400
| – | – | 0.11% | 38 |
|
|
2024
Q1 | $1.76M | Hold |
30,400
| – | – | 0.11% | 38 |
|
|
2023
Q4 | $1.5M | Hold |
30,400
| – | – | 0.1% | 38 |
|
|
2023
Q3 | $1.24M | Hold |
30,400
| – | – | 0.1% | 39 |
|
|
2023
Q2 | $1.3M | Hold |
30,400
| – | – | 0.1% | 38 |
|
|
2023
Q1 | $1.14M | Hold |
30,400
| – | – | 0.09% | 41 |
|
|
2022
Q4 | $1.26M | Hold |
30,400
| – | – | 0.1% | 38 |
|
|
2022
Q3 | $1.22M | Hold |
30,400
| – | – | 0.11% | 38 |
|
|
2022
Q2 | $1.19M | Hold |
30,400
| – | – | 0.1% | 40 |
|
|
2022
Q1 | $1.47M | Sell |
30,400
-200
| -0.7% | -$9.69K | 0.09% | 47 |
|
|
2021
Q4 | $1.47M | Hold |
30,600
| – | – | 0.08% | 49 |
|
|
2021
Q3 | $1.42M | Hold |
30,600
| – | – | 0.09% | 48 |
|
|
2021
Q2 | $1.39M | Hold |
30,600
| – | – | 0.08% | 50 |
|
|
2021
Q1 | $1.2M | Buy |
+30,600
| New | +$1.2M | 0.08% | 52 |
|