Beta Wealth 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 | $385K | Buy |
4,802
+102
| +2% | +$8.17K | 0.14% | 84 |
|
|
2025
Q1 | $337K | Buy |
+4,700
| New | +$337K | 0.12% | 86 |
|
|
2024
Q4 | – | Sell |
-8,422
| Closed | -$476K | – | 115 |
|
|
2024
Q3 | $476K | Buy |
8,422
+306
| +4% | +$17.3K | 0.21% | 75 |
|
|
2024
Q2 | $482K | Sell |
8,116
-12
| -0.1% | -$713 | 0.23% | 69 |
|
|
2024
Q1 | $471K | Sell |
8,128
-1,183
| -13% | -$68.6K | 0.23% | 70 |
|
|
2023
Q4 | $458K | Buy |
9,311
+106
| +1% | +$5.22K | 0.24% | 67 |
|
|
2023
Q3 | $376K | Buy |
9,205
+1,405
| +18% | +$57.4K | 0.22% | 76 |
|
|
2023
Q2 | $333K | Buy |
7,800
+1,000
| +15% | +$42.7K | 0.19% | 77 |
|
|
2023
Q1 | $254K | Buy |
6,800
+900
| +15% | +$33.6K | 0.15% | 89 |
|
|
2022
Q4 | $244K | Buy |
+5,900
| New | +$244K | 0.16% | 86 |
|