4WM
44 Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.04M | Sell |
50,465
-208
| -0.4% | -$16.7K | 1.43% | 7 |
|
|
2025
Q1 | $3.64M | Buy |
50,673
+161
| +0.3% | +$11.6K | 1.37% | 9 |
|
|
2024
Q4 | $3.55M | Sell |
50,512
-4,109
| -8% | -$289K | 1.36% | 7 |
|
|
2024
Q3 | $3.53M | Buy |
+54,621
| New | +$3.53M | 1.24% | 10 |
|
|
2023
Q2 | $1.46M | Buy |
34,308
+1,667
| +5% | +$71.1K | 0.5% | 55 |
|
|
2023
Q1 | $1.22M | Buy |
32,641
+1,094
| +3% | +$40.9K | 0.41% | 65 |
|
|
2022
Q4 | $1.3M | Sell |
31,547
-3,497
| -10% | -$144K | 0.45% | 59 |
|
|
2022
Q3 | $1.41M | Sell |
35,044
-145
| -0.4% | -$5.83K | 0.58% | 50 |
|
|
2022
Q2 | $1.38M | Buy |
35,189
+256
| +0.7% | +$10K | 0.53% | 51 |
|
|
2022
Q1 | $1.69M | Sell |
34,933
-4,109
| -11% | -$199K | 0.61% | 42 |
|
|
2021
Q4 | $1.87M | Sell |
39,042
-1,497
| -4% | -$71.8K | 0.65% | 41 |
|
|
2021
Q3 | $1.88M | Sell |
40,539
-208
| -0.5% | -$9.65K | 0.72% | 41 |
|
|
2021
Q2 | $1.85M | Buy |
40,747
+4,587
| +13% | +$208K | 0.71% | 40 |
|
|
2021
Q1 | $1.41M | Buy |
36,160
+4,422
| +14% | +$173K | 0.59% | 46 |
|
|
2020
Q4 | $958K | Buy |
+31,738
| New | +$958K | 0.44% | 55 |
|