Ameliora 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 | $344K | Hold |
4,294
| – | – | 0.12% | 82 |
|
|
2025
Q1 | $308K | Sell |
4,294
-706
| -14% | -$50.7K | 0.12% | 79 |
|
|
2024
Q4 | $351K | Hold |
5,000
| – | – | 0.13% | 76 |
|
|
2024
Q3 | $282K | Hold |
5,000
| – | – | 0.12% | 70 |
|
|
2024
Q2 | $297K | Hold |
5,000
| – | – | 0.13% | 69 |
|
|
2024
Q1 | $290K | Buy |
5,000
+3,000
| +150% | +$174K | 0.13% | 76 |
|
|
2023
Q4 | $98.4K | Hold |
2,000
| – | – | 0.05% | 95 |
|
|
2023
Q3 | $81.7K | Hold |
2,000
| – | – | 0.05% | 104 |
|
|
2023
Q2 | $85.4K | Sell |
2,000
-300
| -13% | -$12.8K | 0.05% | 105 |
|
|
2023
Q1 | $86K | Buy |
2,300
+300
| +15% | +$11.2K | 0.05% | 110 |
|
|
2022
Q4 | $82.6K | Hold |
2,000
| – | – | 0.04% | 118 |
|
|
2022
Q3 | $81K | Buy |
+2,000
| New | +$81K | 0.04% | 110 |
|