Ziegler 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | $10M | Sell |
173,335
-6,062
| -3% | -$351K | 0.38% | 84 |
|
|
2023
Q4 | $8.83M | Sell |
179,397
-11,158
| -6% | -$549K | 0.4% | 55 |
|
|
2023
Q3 | $7.79M | Sell |
190,555
-6,057
| -3% | -$247K | 0.31% | 110 |
|
|
2023
Q2 | $8.39M | Sell |
196,612
-8,059
| -4% | -$344K | 0.32% | 113 |
|
|
2023
Q1 | $7.68M | Sell |
204,671
-510
| -0.2% | -$19.1K | 0.3% | 126 |
|
|
2022
Q4 | $8.5M | Buy |
205,181
+15,502
| +8% | +$642K | 0.36% | 102 |
|
|
2022
Q3 | $7.63M | Sell |
189,679
-8,514
| -4% | -$342K | 0.33% | 106 |
|
|
2022
Q2 | $7.76M | Sell |
198,193
-4,755
| -2% | -$186K | 0.32% | 112 |
|
|
2022
Q1 | $9.84M | Buy |
202,948
+20,707
| +11% | +$1M | 0.42% | 88 |
|
|
2021
Q4 | $8.74M | Buy |
182,241
+58,462
| +47% | +$2.81M | 0.31% | 115 |
|
|
2021
Q3 | $5.75M | Buy |
123,779
+179
| +0.1% | +$8.31K | 0.21% | 168 |
|
|
2021
Q2 | $5.6M | Sell |
123,600
-18,000
| -13% | -$815K | 0.19% | 184 |
|
|
2021
Q1 | $5.53M | Sell |
141,600
-1,300
| -0.9% | -$50.8K | 0.17% | 187 |
|
|
2020
Q4 | $4.31M | Hold |
142,900
| – | – | 0.14% | 199 |
|
|
2020
Q3 | $3.36M | Sell |
142,900
-3,709
| -3% | -$87.2K | 0.13% | 210 |
|
|
2020
Q2 | $3.75M | Sell |
146,609
-194,065
| -57% | -$4.97M | 0.12% | 211 |
|
|
2020
Q1 | $9.78M | Buy |
+340,674
| New | +$9.78M | 0.26% | 105 |
|
|
2013
Q3 | $17.8M | Buy |
430,790
+244,840
| +132% | +$10.1M | 1.55% | 8 |
|
|
2013
Q2 | $7.67M | Buy |
+185,950
| New | +$7.67M | 0.82% | 23 |
|