Allegheny Financial 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 | $479K | Buy |
5,980
+32
| +0.5% | +$2.56K | 0.11% | 140 |
|
|
2025
Q1 | $427K | Sell |
5,948
-399
| -6% | -$28.6K | 0.11% | 142 |
|
|
2024
Q4 | $446K | Buy |
6,347
+103
| +2% | +$7.24K | 0.11% | 138 |
|
|
2024
Q3 | $353K | Buy |
6,244
+3
| +0% | +$169 | 0.09% | 176 |
|
|
2024
Q2 | $371K | Sell |
6,241
-24
| -0.4% | -$1.43K | 0.11% | 157 |
|
|
2024
Q1 | $363K | Buy |
6,265
+593
| +10% | +$34.4K | 0.11% | 143 |
|
|
2023
Q4 | $279K | Buy |
5,672
+3
| +0.1% | +$148 | 0.09% | 172 |
|
|
2023
Q3 | $232K | Buy |
+5,669
| New | +$232K | 0.09% | 167 |
|
|
2023
Q2 | – | Sell |
-5,663
| Closed | -$212K | – | 165 |
|
|
2023
Q1 | $212K | Buy |
5,663
+2
| +0% | +$75 | 0.09% | 153 |
|
|
2022
Q4 | $234K | Buy |
5,661
+411
| +8% | +$17K | 0.1% | 148 |
|
|
2022
Q3 | $211K | Buy |
5,250
+152
| +3% | +$6.11K | 0.1% | 144 |
|
|
2022
Q2 | $200K | Buy |
+5,098
| New | +$200K | 0.09% | 154 |
|