Angeles 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 | $3.65M | Buy |
45,517
+878
| +2% | +$70.3K | 0.25% | 42 |
|
|
2025
Q1 | $3.2M | Buy |
44,639
+170
| +0.4% | +$12.2K | 0.27% | 41 |
|
|
2024
Q4 | $3.12M | Buy |
44,469
+29,604
| +199% | +$2.08M | 0.26% | 43 |
|
|
2024
Q3 | $840K | Sell |
14,865
-144
| -1% | -$8.14K | 0.07% | 97 |
|
|
2024
Q2 | $891K | Buy |
15,009
+8,166
| +119% | +$485K | 0.08% | 83 |
|
|
2024
Q1 | $397K | Buy |
6,843
+2,309
| +51% | +$134K | 0.04% | 138 |
|
|
2023
Q4 | $223K | Buy |
+4,534
| New | +$223K | 0.03% | 189 |
|
|
2022
Q4 | – | Sell |
-4,991
| Closed | -$201K | – | 232 |
|
|
2022
Q3 | $201K | Buy |
+4,991
| New | +$201K | 0.04% | 164 |
|