Black Diamond Financial’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 | $218K | Sell |
2,722
-2,134
| -44% | -$171K | 0.03% | 136 |
|
|
2025
Q1 | $349K | Buy |
4,856
+42
| +0.9% | +$3.02K | 0.05% | 108 |
|
|
2024
Q4 | $338K | Buy |
4,814
+151
| +3% | +$10.6K | 0.05% | 105 |
|
|
2024
Q3 | $263K | Buy |
4,663
+808
| +21% | +$45.6K | 0.04% | 116 |
|
|
2024
Q2 | $229K | Buy |
+3,855
| New | +$229K | 0.04% | 125 |
|