Abacus Planning 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 | $509K | Buy |
6,357
+570
| +10% | +$45.7K | 0.08% | 122 |
|
|
2025
Q1 | $415K | Buy |
5,787
+713
| +14% | +$51.2K | 0.07% | 131 |
|
|
2024
Q4 | $356K | Buy |
5,074
+1
| +0% | +$70 | 0.06% | 144 |
|
|
2024
Q3 | $287K | Buy |
5,073
+640
| +14% | +$36.2K | 0.05% | 173 |
|
|
2024
Q2 | $263K | Buy |
4,433
+383
| +9% | +$22.7K | 0.05% | 172 |
|
|
2024
Q1 | $235K | Buy |
+4,050
| New | +$235K | 0.05% | 181 |
|
|
2022
Q2 | – | Sell |
-4,235
| Closed | -$205K | – | 219 |
|
|
2022
Q1 | $205K | Buy |
4,235
+1
| +0% | +$48 | 0.06% | 191 |
|
|
2021
Q4 | $203K | Buy |
+4,234
| New | +$203K | 0.05% | 197 |
|
|
2021
Q2 | – | Sell |
-10,565
| Closed | -$413K | – | 201 |
|
|
2021
Q1 | $413K | Buy |
+10,565
| New | +$413K | 0.13% | 111 |
|
|
2020
Q2 | – | Sell |
-7,998
| Closed | -$230K | – | 180 |
|
|
2020
Q1 | $230K | Buy |
7,998
+201
| +3% | +$5.78K | 0.11% | 126 |
|
|
2019
Q4 | $419K | Buy |
7,797
+36
| +0.5% | +$1.94K | 0.19% | 95 |
|
|
2019
Q3 | $391K | Buy |
7,761
+3,523
| +83% | +$177K | 0.19% | 98 |
|
|
2019
Q2 | $201K | Sell |
4,238
-299
| -7% | -$14.2K | 0.12% | 148 |
|
|
2019
Q1 | $219K | Buy |
+4,537
| New | +$219K | 0.14% | 136 |
|