B.O.S.S. Retirement Advisors’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 | $575K | Buy |
7,171
+978
| +16% | +$78.4K | 0.14% | 114 |
|
|
2025
Q1 | $445K | Sell |
6,193
-39,684
| -87% | -$2.85M | 0.13% | 109 |
|
|
2024
Q4 | $3.22M | Buy |
45,877
+37,877
| +473% | +$2.66M | 0.9% | 24 |
|
|
2024
Q3 | $452K | Buy |
+8,000
| New | +$452K | 0.09% | 157 |
|
|
2024
Q1 | – | Sell |
-32,353
| Closed | -$1.59M | – | 241 |
|
|
2023
Q4 | $1.59M | Sell |
32,353
-573
| -2% | -$28.2K | 0.31% | 109 |
|
|
2023
Q3 | $1.35M | Sell |
32,926
-16
| -0% | -$654 | 0.29% | 133 |
|
|
2023
Q2 | $1.41M | Sell |
32,942
-46,807
| -59% | -$2M | 0.3% | 143 |
|
|
2023
Q1 | $2.98M | Buy |
79,749
+1,538
| +2% | +$57.5K | 0.7% | 33 |
|
|
2022
Q4 | $3.23M | Buy |
+78,211
| New | +$3.23M | 0.83% | 24 |
|