Bill Few Associates’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 | $354K | Sell |
4,419
-68
| -2% | -$5.45K | 0.1% | 136 |
|
|
2025
Q1 | $322K | Hold |
4,487
| – | – | 0.12% | 131 |
|
|
2024
Q4 | $315K | Hold |
4,487
| – | – | 0.11% | 134 |
|
|
2024
Q3 | $253K | Buy |
4,487
+117
| +3% | +$6.61K | 0.09% | 148 |
|
|
2024
Q2 | $260K | Sell |
4,370
-288
| -6% | -$17.1K | 0.1% | 143 |
|
|
2024
Q1 | $270K | Buy |
4,658
+23
| +0.5% | +$1.33K | 0.11% | 136 |
|
|
2023
Q4 | $228K | Buy |
+4,635
| New | +$228K | 0.1% | 137 |
|
|
2022
Q2 | – | Sell |
-5,175
| Closed | -$251K | – | 127 |
|
|
2022
Q1 | $251K | Buy |
5,175
+500
| +11% | +$24.3K | 0.14% | 105 |
|
|
2021
Q4 | $224K | Buy |
+4,675
| New | +$224K | 0.12% | 108 |
|