Winthrop 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 | $708K | Buy |
8,835
+116
| +1% | +$9.3K | 0.18% | 81 |
|
|
2025
Q1 | $626K | Sell |
8,719
-2,700
| -24% | -$194K | 0.17% | 86 |
|
|
2024
Q4 | $804K | Buy |
+11,419
| New | +$804K | 0.21% | 80 |
|
|
2024
Q3 | – | Sell |
-17,496
| Closed | -$1.04M | – | 183 |
|
|
2024
Q2 | $1.04M | Buy |
+17,496
| New | +$1.04M | 0.52% | 34 |
|
|
2024
Q1 | – | Sell |
-20,742
| Closed | -$1.02M | – | 300 |
|
|
2023
Q4 | $1.02M | Buy |
+20,742
| New | +$1.02M | 0.33% | 65 |
|