Berger Financial Group’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 | $1.19M | Buy |
14,901
+2,502
| +20% | +$200K | 0.08% | 176 |
|
|
2025
Q1 | $890K | Buy |
12,399
+167
| +1% | +$12K | 0.06% | 197 |
|
|
2024
Q4 | $859K | Buy |
12,232
+3,154
| +35% | +$222K | 0.06% | 189 |
|
|
2024
Q3 | $513K | Buy |
9,078
+948
| +12% | +$53.6K | 0.04% | 233 |
|
|
2024
Q2 | $483K | Buy |
8,130
+716
| +10% | +$42.5K | 0.04% | 219 |
|
|
2024
Q1 | $430K | Buy |
7,414
+644
| +10% | +$37.3K | 0.04% | 225 |
|
|
2023
Q4 | $333K | Sell |
6,770
-415
| -6% | -$20.4K | 0.03% | 213 |
|
|
2023
Q3 | $294K | Buy |
7,185
+808
| +13% | +$33K | 0.03% | 212 |
|
|
2023
Q2 | $272K | Buy |
6,377
+500
| +9% | +$21.3K | 0.03% | 227 |
|
|
2023
Q1 | $220K | Buy |
5,877
+5
| +0.1% | +$187 | 0.03% | 254 |
|
|
2022
Q4 | $242K | Sell |
5,872
-544
| -8% | -$22.5K | 0.03% | 229 |
|
|
2022
Q3 | $258K | Sell |
6,416
-285
| -4% | -$11.5K | 0.04% | 205 |
|
|
2022
Q2 | $262K | Buy |
6,701
+323
| +5% | +$12.6K | 0.04% | 200 |
|
|
2022
Q1 | $309K | Buy |
6,378
+13
| +0.2% | +$630 | 0.04% | 203 |
|
|
2021
Q4 | $305K | Buy |
6,365
+335
| +6% | +$16.1K | 0.04% | 208 |
|
|
2021
Q3 | $280K | Sell |
6,030
-39
| -0.6% | -$1.81K | 0.05% | 170 |
|
|
2021
Q2 | $275K | Buy |
6,069
+11
| +0.2% | +$498 | 0.05% | 167 |
|
|
2021
Q1 | $237K | Buy |
+6,058
| New | +$237K | 0.05% | 170 |
|