BlackDiamond Wealth Management’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 | $540K | Buy |
6,629
+1,335
| +25% | +$109K | 0.31% | 60 |
|
|
2025
Q1 | $384K | Buy |
5,294
+290
| +6% | +$21K | 0.26% | 70 |
|
|
2024
Q4 | $351K | Buy |
5,004
+72
| +1% | +$5.06K | 0.2% | 104 |
|
|
2024
Q3 | $358K | Buy |
4,932
+114
| +2% | +$8.28K | 0.22% | 107 |
|
|
2024
Q2 | $254K | Buy |
+4,818
| New | +$254K | 0.17% | 119 |
|
|
2023
Q3 | – | Sell |
-6,119
| Closed | -$278K | – | 140 |
|
|
2023
Q2 | $278K | Sell |
6,119
-106
| -2% | -$4.82K | 0.24% | 100 |
|
|
2023
Q1 | $252K | Buy |
6,225
+815
| +15% | +$33.1K | 0.26% | 94 |
|
|
2022
Q4 | $229K | Sell |
5,410
-122
| -2% | -$5.17K | 0.26% | 99 |
|
|
2022
Q3 | $251K | Buy |
5,532
+261
| +5% | +$11.8K | 0.3% | 82 |
|
|
2022
Q2 | $225K | Buy |
5,271
+980
| +23% | +$41.8K | 0.28% | 99 |
|
|
2022
Q1 | $208K | Sell |
4,291
-95
| -2% | -$4.61K | 0.25% | 105 |
|
|
2021
Q4 | $210K | Buy |
+4,386
| New | +$210K | 0.24% | 105 |
|