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Bellwether Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $112K | Buy |
1,392
+157
| +13% | +$12.6K | 0.02% | 160 |
|
|
2025
Q1 | $88.7K | Hold |
1,235
| – | – | 0.02% | 182 |
|
|
2024
Q4 | $86.7K | Buy |
+1,235
| New | +$86.7K | 0.02% | 191 |
|
|
2023
Q2 | – | Sell |
-172
| Closed | -$6.43K | – | 471 |
|
|
2023
Q1 | $6.43K | Hold |
172
| – | – | ﹤0.01% | 298 |
|
|
2022
Q4 | $7.1K | Sell |
172
-572
| -77% | -$23.6K | ﹤0.01% | 291 |
|
|
2022
Q3 | $29K | Buy |
744
+125
| +20% | +$4.87K | 0.01% | 197 |
|
|
2022
Q2 | $24K | Hold |
619
| – | – | 0.01% | 206 |
|
|
2022
Q1 | $29K | Sell |
619
-100
| -14% | -$4.69K | 0.01% | 227 |
|
|
2021
Q4 | $34K | Hold |
719
| – | – | 0.01% | 227 |
|
|
2021
Q3 | $33K | Hold |
719
| – | – | 0.01% | 219 |
|
|
2021
Q2 | $32K | Hold |
719
| – | – | 0.01% | 200 |
|
|
2021
Q1 | $28K | Buy |
719
+455
| +172% | +$17.7K | 0.01% | 188 |
|
|
2020
Q4 | $7K | Buy |
+264
| New | +$7K | ﹤0.01% | 257 |
|