Xponance’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 | $40.2M | Buy |
502,338
+9,564
| +2% | +$766K | 0.34% | 39 |
|
|
2025
Q1 | $35.4M | Sell |
492,774
-25,235
| -5% | -$1.81M | 0.34% | 41 |
|
|
2024
Q4 | $36.4M | Sell |
518,009
-6,865
| -1% | -$482K | 0.33% | 38 |
|
|
2024
Q3 | $29.7M | Sell |
524,874
-28,884
| -5% | -$1.63M | 0.29% | 49 |
|
|
2024
Q2 | $32.9M | Sell |
553,758
-23,918
| -4% | -$1.42M | 0.34% | 41 |
|
|
2024
Q1 | $33.5M | Buy |
577,676
+29,754
| +5% | +$1.72M | 0.35% | 43 |
|
|
2023
Q4 | $27M | Buy |
547,922
+30,874
| +6% | +$1.52M | 0.32% | 49 |
|
|
2023
Q3 | $21.1M | Sell |
517,048
-4,874
| -0.9% | -$199K | 0.29% | 57 |
|
|
2023
Q2 | $22.3M | Buy |
521,922
+36,861
| +8% | +$1.57M | 0.3% | 54 |
|
|
2023
Q1 | $18.1M | Buy |
485,061
+16,365
| +3% | +$612K | 0.27% | 68 |
|
|
2022
Q4 | $19.4M | Buy |
468,696
+111,957
| +31% | +$4.62M | 0.31% | 64 |
|
|
2022
Q3 | $14.3M | Buy |
356,739
+61,941
| +21% | +$2.49M | 0.28% | 65 |
|
|
2022
Q2 | $11.5M | Buy |
294,798
+43,019
| +17% | +$1.69M | 0.23% | 75 |
|
|
2022
Q1 | $12.2M | Sell |
251,779
-2,332
| -0.9% | -$113K | 0.2% | 83 |
|
|
2021
Q4 | $12.2M | Buy |
254,111
+46,579
| +22% | +$2.23M | 0.19% | 92 |
|
|
2021
Q3 | $9.63M | Sell |
207,532
-20,987
| -9% | -$974K | 0.18% | 95 |
|
|
2021
Q2 | $10.4M | Buy |
228,519
+51,546
| +29% | +$2.33M | 0.19% | 93 |
|
|
2021
Q1 | $6.91M | Sell |
176,973
-2,029
| -1% | -$79.3K | 0.15% | 133 |
|
|
2020
Q4 | $5.4M | Buy |
179,002
+12,073
| +7% | +$364K | 0.12% | 151 |
|
|
2020
Q3 | $3.93M | Buy |
166,929
+15,069
| +10% | +$354K | 0.1% | 176 |
|
|
2020
Q2 | $3.89M | Buy |
+151,860
| New | +$3.89M | 0.1% | 178 |
|