1900 Wealth Management’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 | $728K | Buy |
9,089
+307
| +3% | +$24.6K | 0.06% | 111 |
|
|
2025
Q1 | $630K | Hold |
8,782
| – | – | 0.05% | 114 |
|
|
2024
Q4 | $617K | Hold |
8,782
| – | – | 0.05% | 123 |
|
|
2024
Q3 | $496K | Hold |
8,782
| – | – | 0.04% | 148 |
|
|
2024
Q2 | $522K | Sell |
8,782
-199
| -2% | -$11.8K | 0.05% | 138 |
|
|
2024
Q1 | $521K | Sell |
8,981
-1,241
| -12% | -$71.9K | 0.05% | 151 |
|
|
2023
Q4 | $503K | Buy |
10,222
+1,241
| +14% | +$61.1K | 0.05% | 187 |
|
|
2023
Q3 | $367K | Hold |
8,981
| – | – | 0.04% | 217 |
|
|
2023
Q2 | $383K | Buy |
8,981
+5
| +0.1% | +$213 | 0.04% | 176 |
|
|
2023
Q1 | $347K | Hold |
8,976
| – | – | 0.04% | 189 |
|
|
2022
Q4 | $371K | Buy |
8,976
+2
| +0% | +$83 | 0.04% | 180 |
|
|
2022
Q3 | $361K | Buy |
8,974
+1
| +0% | +$40 | 0.04% | 167 |
|
|
2022
Q2 | $351K | Buy |
8,973
+194
| +2% | +$7.59K | 0.04% | 178 |
|
|
2022
Q1 | $426K | Buy |
8,779
+8
| +0.1% | +$388 | 0.04% | 173 |
|
|
2021
Q4 | $421K | Sell |
8,771
-994
| -10% | -$47.7K | 0.04% | 179 |
|
|
2021
Q3 | $453K | Buy |
9,765
+7
| +0.1% | +$325 | 0.04% | 167 |
|
|
2021
Q2 | $442K | Sell |
9,758
-370
| -4% | -$16.8K | 0.04% | 161 |
|
|
2021
Q1 | $395 | Buy |
+10,128
| New | +$395 | 0.03% | 137 |
|