Zullo Investment Group’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 | $498K | Sell |
6,218
-109
| -2% | -$8.73K | 0.2% | 90 |
|
|
2025
Q1 | $454K | Buy |
6,327
+147
| +2% | +$10.6K | 0.19% | 91 |
|
|
2024
Q4 | $434K | Buy |
6,180
+333
| +6% | +$23.4K | 0.18% | 94 |
|
|
2024
Q3 | $330K | Buy |
5,847
+43
| +0.7% | +$2.43K | 0.14% | 113 |
|
|
2024
Q2 | $345K | Sell |
5,804
-4
| -0.1% | -$238 | 0.15% | 109 |
|
|
2024
Q1 | $337K | Sell |
5,808
-1,355
| -19% | -$78.5K | 0.16% | 108 |
|
|
2023
Q4 | $353K | Buy |
7,163
+99
| +1% | +$4.87K | 0.18% | 105 |
|
|
2023
Q3 | $289K | Buy |
7,064
+253
| +4% | +$10.3K | 0.17% | 106 |
|
|
2023
Q2 | $291K | Sell |
6,811
-383
| -5% | -$16.3K | 0.17% | 110 |
|
|
2023
Q1 | $269K | Sell |
7,194
-93
| -1% | -$3.48K | 0.17% | 111 |
|
|
2022
Q4 | $301K | Buy |
7,287
+163
| +2% | +$6.73K | 0.18% | 104 |
|
|
2022
Q3 | $287K | Buy |
7,124
+147
| +2% | +$5.92K | 0.19% | 97 |
|
|
2022
Q2 | $273K | Buy |
6,977
+11
| +0.2% | +$430 | 0.17% | 107 |
|
|
2022
Q1 | $338K | Buy |
6,966
+19
| +0.3% | +$922 | 0.18% | 105 |
|
|
2021
Q4 | $333K | Buy |
+6,947
| New | +$333K | 0.17% | 112 |
|