Allen Capital 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 | $643K | Sell |
8,029
-405
| -5% | -$32.4K | 0.07% | 153 |
|
|
2025
Q1 | $605K | Buy |
8,434
+378
| +5% | +$27.1K | 0.07% | 140 |
|
|
2024
Q4 | $566K | Buy |
8,056
+792
| +11% | +$55.6K | 0.07% | 141 |
|
|
2024
Q3 | $410K | Buy |
7,264
+1,064
| +17% | +$60.1K | 0.05% | 161 |
|
|
2024
Q2 | $368K | Buy |
6,200
+133
| +2% | +$7.9K | 0.05% | 150 |
|
|
2024
Q1 | $352K | Buy |
6,067
+756
| +14% | +$43.8K | 0.05% | 147 |
|
|
2023
Q4 | $261K | Buy |
+5,311
| New | +$261K | 0.04% | 151 |
|
|
2022
Q4 | – | Sell |
-5,421
| Closed | -$218K | – | 173 |
|
|
2022
Q3 | $218K | Hold |
5,421
| – | – | 0.05% | 146 |
|
|
2022
Q2 | $212K | Buy |
5,421
+508
| +10% | +$19.9K | 0.04% | 147 |
|
|
2022
Q1 | $238K | Buy |
+4,913
| New | +$238K | 0.05% | 147 |
|
|
2020
Q1 | – | Sell |
-5,015
| Closed | -$270K | – | 140 |
|
|
2019
Q4 | $270K | Buy |
5,015
+121
| +2% | +$6.51K | 0.07% | 118 |
|
|
2019
Q3 | $236K | Hold |
4,894
| – | – | 0.07% | 114 |
|
|
2019
Q2 | $232K | Sell |
4,894
-400
| -8% | -$19K | 0.07% | 113 |
|
|
2019
Q1 | $256K | Hold |
5,294
| – | – | 0.08% | 105 |
|
|
2018
Q4 | $265K | Buy |
5,294
+1,195
| +29% | +$59.8K | 0.09% | 102 |
|
|
2018
Q3 | $215K | Buy |
+4,099
| New | +$215K | 0.07% | 118 |
|