YIH
Y-Intercept (HK)’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Sell |
13,846
-73,078
| -84% | -$5.86M | 0.03% | 884 |
|
|
2025
Q1 | $6.24M | Sell |
86,924
-13,675
| -14% | -$982K | 0.42% | 36 |
|
|
2024
Q4 | $7.07M | Buy |
100,599
+9,269
| +10% | +$651K | 0.47% | 20 |
|
|
2024
Q3 | $5.16M | Sell |
91,330
-67,642
| -43% | -$3.82M | 0.32% | 47 |
|
|
2024
Q2 | $9.44M | Buy |
+158,972
| New | +$9.44M | 0.52% | 15 |
|
|
2024
Q1 | – | Sell |
-83,706
| Closed | -$4.12M | – | 1806 |
|
|
2023
Q4 | $4.12M | Sell |
83,706
-16,667
| -17% | -$820K | 0.38% | 31 |
|
|
2023
Q3 | $4.1M | Buy |
100,373
+24,501
| +32% | +$1M | 0.4% | 31 |
|
|
2023
Q2 | $3.24M | Buy |
75,872
+25,140
| +50% | +$1.07M | 0.34% | 41 |
|
|
2023
Q1 | $1.9M | Buy |
+50,732
| New | +$1.9M | 0.22% | 97 |
|
|
2022
Q3 | – | Sell |
-71,047
| Closed | -$2.78M | – | 1306 |
|
|
2022
Q2 | $2.78M | Sell |
71,047
-31,804
| -31% | -$1.25M | 0.37% | 57 |
|
|
2022
Q1 | $4.98M | Buy |
102,851
+12,961
| +14% | +$628K | 1.14% | 2 |
|
|
2021
Q4 | $4.31M | Buy |
89,890
+76,010
| +548% | +$3.65M | 1.02% | 5 |
|
|
2021
Q3 | $644K | Buy |
+13,880
| New | +$644K | 0.12% | 277 |
|
|
2021
Q1 | – | Sell |
-33,013
| Closed | -$982K | – | 823 |
|
|
2020
Q4 | $982K | Buy |
+33,013
| New | +$982K | 0.41% | 37 |
|