Woodward Diversified Capital’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 | $6M | Sell |
74,837
-6,217
| -8% | -$498K | 3.03% | 6 |
|
|
2025
Q1 | $5.82M | Buy |
81,054
+398
| +0.5% | +$28.6K | 4.12% | 4 |
|
|
2024
Q4 | $5.67M | Sell |
80,656
-225
| -0.3% | -$15.8K | 4.16% | 5 |
|
|
2024
Q3 | $4.57M | Sell |
80,881
-4,302
| -5% | -$243K | 2.9% | 5 |
|
|
2024
Q2 | $5.06M | Hold |
85,183
| – | – | 2.97% | 6 |
|
|
2024
Q1 | $4.94M | Sell |
85,183
-330
| -0.4% | -$19.1K | 3.07% | 6 |
|
|
2023
Q4 | $4.21M | Hold |
85,513
| – | – | 2.64% | 6 |
|
|
2023
Q3 | $3.49M | Hold |
85,513
| – | – | 2.52% | 5 |
|
|
2023
Q2 | $3.65M | Hold |
85,513
| – | – | 2.75% | 5 |
|
|
2023
Q1 | $3.2M | Buy |
85,513
+226
| +0.3% | +$8.45K | 2.51% | 6 |
|
|
2022
Q4 | $3.52M | Hold |
85,287
| – | – | 2.83% | 6 |
|
|
2022
Q3 | $3.43M | Sell |
85,287
-92
| -0.1% | -$3.7K | 2.83% | 6 |
|
|
2022
Q2 | $3.34M | Sell |
85,379
-1,189
| -1% | -$46.6K | 2.56% | 6 |
|
|
2022
Q1 | $4.2M | Sell |
86,568
-656
| -0.8% | -$31.8K | 2.74% | 6 |
|
|
2021
Q4 | $4.19M | Sell |
87,224
-822
| -0.9% | -$39.4K | 2.46% | 7 |
|
|
2021
Q3 | $4.09M | Sell |
88,046
-11
| -0% | -$510 | 2.56% | 6 |
|
|
2021
Q2 | $3.99M | Sell |
88,057
-7,974
| -8% | -$361K | 2.28% | 7 |
|
|
2021
Q1 | $3.75M | Sell |
96,031
-1,003
| -1% | -$39.2K | 2.21% | 7 |
|
|
2020
Q4 | $2.93M | Buy |
+97,034
| New | +$2.93M | 1.9% | 10 |
|