Bennett Selby Investments’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 | $2.66M | Buy |
33,168
+408
| +1% | +$32.7K | 0.95% | 22 |
|
|
2025
Q1 | $2.35M | Buy |
32,760
+184
| +0.6% | +$13.2K | 0.93% | 22 |
|
|
2024
Q4 | $2.29M | Buy |
32,576
+3
| +0% | +$211 | 0.91% | 22 |
|
|
2024
Q3 | $1.84M | Sell |
32,573
-199
| -0.6% | -$11.2K | 0.77% | 25 |
|
|
2024
Q2 | $1.95M | Buy |
32,772
+4
| +0% | +$238 | 0.87% | 21 |
|
|
2024
Q1 | $1.9M | Sell |
32,768
-1,083
| -3% | -$62.8K | 0.89% | 23 |
|
|
2023
Q4 | $1.67M | Sell |
33,851
-309
| -0.9% | -$15.2K | 0.85% | 23 |
|
|
2023
Q3 | $1.4M | Sell |
34,160
-375
| -1% | -$15.3K | 0.81% | 24 |
|
|
2023
Q2 | $1.47M | Sell |
34,535
-75
| -0.2% | -$3.2K | 0.85% | 23 |
|
|
2023
Q1 | $1.29M | Sell |
34,610
-344
| -1% | -$12.9K | 0.85% | 24 |
|
|
2022
Q4 | $1.44M | Sell |
34,954
-787
| -2% | -$32.5K | 1.08% | 22 |
|
|
2022
Q3 | $1.44M | Sell |
35,741
-1,231
| -3% | -$49.5K | 1.15% | 19 |
|
|
2022
Q2 | $1.45M | Sell |
36,972
-335
| -0.9% | -$13.1K | 1.12% | 18 |
|
|
2022
Q1 | $1.81M | Buy |
37,307
+1,543
| +4% | +$74.8K | 1.09% | 20 |
|
|
2021
Q4 | $1.72M | Hold |
35,764
| – | – | 0.99% | 22 |
|
|
2021
Q3 | $1.66M | Sell |
35,764
-101
| -0.3% | -$4.69K | 1.08% | 20 |
|
|
2021
Q2 | $1.62M | Hold |
35,865
| – | – | 1.1% | 20 |
|
|
2021
Q1 | $1.4M | Buy |
35,865
+1,031
| +3% | +$40.3K | 1.09% | 22 |
|
|
2020
Q4 | $1.05M | Buy |
+34,834
| New | +$1.05M | 0.89% | 26 |
|