Abound 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 | $176K | Buy |
2,194
+9
| +0.4% | +$721 | 0.05% | 87 |
|
|
2025
Q1 | $157K | Buy |
2,185
+423
| +24% | +$30.4K | 0.05% | 84 |
|
|
2024
Q4 | $124K | Sell |
1,762
-13
| -0.7% | -$913 | 0.04% | 91 |
|
|
2024
Q3 | $100K | Buy |
1,775
+91
| +5% | +$5.14K | 0.03% | 107 |
|
|
2024
Q2 | $100K | Buy |
1,684
+7
| +0.4% | +$416 | 0.04% | 91 |
|
|
2024
Q1 | $97.2K | Buy |
1,677
+33
| +2% | +$1.91K | 0.04% | 93 |
|
|
2023
Q4 | $80.9K | Buy |
1,644
+2
| +0.1% | +$98 | 0.03% | 104 |
|
|
2023
Q3 | $67.1K | Buy |
1,642
+29
| +2% | +$1.19K | 0.03% | 104 |
|
|
2023
Q2 | $68.8K | Sell |
1,613
-59
| -4% | -$2.52K | 0.03% | 103 |
|
|
2023
Q1 | $62.5K | Buy |
1,672
+270
| +19% | +$10.1K | 0.03% | 106 |
|
|
2022
Q4 | $57.9K | Buy |
1,402
+113
| +9% | +$4.67K | 0.03% | 105 |
|
|
2022
Q3 | $51.9K | Buy |
+1,289
| New | +$51.9K | 0.03% | 107 |
|