Abundance Wealth Counselors’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 | $328K | Buy |
4,093
+1,000
| +32% | +$80.1K | 0.06% | 133 |
|
|
2025
Q1 | $222K | Buy |
+3,093
| New | +$222K | 0.05% | 141 |
|
|
2022
Q1 | – | Sell |
-4,889
| Closed | -$235K | – | 155 |
|
|
2021
Q4 | $235K | Buy |
+4,889
| New | +$235K | 0.06% | 107 |
|
|
2021
Q2 | – | Sell |
-2,000
| Closed | -$78K | – | 337 |
|
|
2021
Q1 | $78K | Buy |
+2,000
| New | +$78K | 0.02% | 137 |
|