AllSquare 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 | $48.1K | Hold |
600
| – | – | 0.03% | 228 |
|
|
2025
Q1 | $43.1K | Hold |
600
| – | – | 0.03% | 223 |
|
|
2024
Q4 | $42.1K | Hold |
600
| – | – | 0.02% | 228 |
|
|
2024
Q3 | $33.9K | Hold |
600
| – | – | 0.02% | 252 |
|
|
2024
Q2 | $35.6K | Hold |
600
| – | – | 0.02% | 243 |
|
|
2024
Q1 | $34.8K | Hold |
600
| – | – | 0.02% | 248 |
|
|
2023
Q4 | $29.5K | Hold |
600
| – | – | 0.02% | 264 |
|
|
2023
Q3 | $24.5K | Sell |
600
-6
| -1% | -$245 | 0.02% | 274 |
|
|
2023
Q2 | $24.8K | Hold |
606
| – | – | 0.02% | 281 |
|
|
2023
Q1 | $22.7K | Hold |
606
| – | – | 0.01% | 290 |
|
|
2022
Q4 | $25K | Hold |
606
| – | – | 0.02% | 271 |
|
|
2022
Q3 | $24K | Hold |
606
| – | – | 0.02% | 265 |
|
|
2022
Q2 | $24K | Hold |
606
| – | – | 0.02% | 273 |
|
|
2022
Q1 | $29K | Buy |
606
+6
| +1% | +$287 | 0.02% | 276 |
|
|
2021
Q4 | $29K | Hold |
600
| – | – | 0.02% | 289 |
|
|
2021
Q3 | $28K | Sell |
600
-1,200
| -67% | -$56K | 0.02% | 284 |
|
|
2021
Q2 | $82K | Buy |
1,800
+300
| +20% | +$13.7K | 0.05% | 182 |
|
|
2021
Q1 | $59K | Buy |
1,500
+900
| +150% | +$35.4K | 0.04% | 204 |
|
|
2020
Q4 | $18K | Sell |
600
-1,700
| -74% | -$51K | 0.01% | 290 |
|
|
2020
Q3 | $54K | Hold |
2,300
| – | – | 0.04% | 182 |
|
|
2020
Q2 | $59K | Buy |
2,300
+2,100
| +1,050% | +$53.9K | 0.04% | 166 |
|
|
2020
Q1 | $6K | Sell |
200
-371
| -65% | -$11.1K | 0.01% | 356 |
|
|
2019
Q4 | $31K | Buy |
+571
| New | +$31K | 0.02% | 234 |
|
|
2019
Q3 | – | Sell |
-239
| Closed | -$11K | – | 477 |
|
|
2019
Q2 | $11K | Hold |
239
| – | – | 0.01% | 330 |
|
|
2019
Q1 | $12K | Hold |
239
| – | – | 0.01% | 313 |
|
|
2018
Q4 | $11K | Sell |
239
-1,850
| -89% | -$85.1K | 0.01% | 302 |
|
|
2018
Q3 | $110K | Hold |
2,089
| – | – | 0.08% | 113 |
|
|
2018
Q2 | $116K | Sell |
2,089
-800
| -28% | -$44.4K | 0.09% | 111 |
|
|
2018
Q1 | $151K | Sell |
2,889
-1,250
| -30% | -$65.3K | 0.12% | 86 |
|
|
2017
Q4 | $251K | Hold |
4,139
| – | – | 0.2% | 60 |
|
|
2017
Q3 | $228K | Sell |
4,139
-500
| -11% | -$27.5K | 0.19% | 62 |
|
|
2017
Q2 | $257K | Sell |
4,639
-400
| -8% | -$22.2K | 0.26% | 37 |
|
|
2017
Q1 | $280K | Sell |
5,039
-2,250
| -31% | -$125K | 0.25% | 53 |
|
|
2016
Q4 | $402K | Buy |
7,289
+3,678
| +102% | +$203K | 0.37% | 36 |
|
|
2016
Q3 | $160K | Buy |
3,611
+2,000
| +124% | +$88.6K | 0.15% | 60 |
|
|
2016
Q2 | $76K | Sell |
1,611
-1,125
| -41% | -$53.1K | 0.08% | 90 |
|
|
2016
Q1 | $132K | Buy |
2,736
+415
| +18% | +$20K | 0.13% | 63 |
|
|
2015
Q4 | $126K | Sell |
2,321
-8
| -0.3% | -$434 | 0.13% | 67 |
|
|
2015
Q3 | $120K | Sell |
2,329
-75
| -3% | -$3.86K | 0.12% | 64 |
|
|
2015
Q2 | $135K | Hold |
2,404
| – | – | 0.13% | 68 |
|
|
2015
Q1 | $131K | Buy |
2,404
+34
| +1% | +$1.85K | 0.13% | 72 |
|
|
2014
Q4 | $130K | Buy |
+2,370
| New | +$130K | 0.13% | 69 |
|