Blue Barn Wealth’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 | $460K | Buy |
5,742
+755
| +15% | +$60.5K | 0.22% | 71 |
|
|
2025
Q1 | $358K | Sell |
4,987
-67
| -1% | -$4.81K | 0.19% | 83 |
|
|
2024
Q4 | $355K | Sell |
5,054
-741
| -13% | -$52K | 0.19% | 84 |
|
|
2024
Q3 | $327K | Sell |
5,795
-17
| -0.3% | -$960 | 0.17% | 89 |
|
|
2024
Q2 | $345K | Buy |
5,812
+315
| +6% | +$18.7K | 0.19% | 79 |
|
|
2024
Q1 | $319K | Sell |
5,497
-3,368
| -38% | -$195K | 0.18% | 83 |
|
|
2023
Q4 | $436K | Sell |
8,865
-2,486
| -22% | -$122K | 0.26% | 64 |
|
|
2023
Q3 | $464K | Buy |
11,351
+4,204
| +59% | +$172K | 0.3% | 59 |
|
|
2023
Q2 | $305K | Sell |
7,147
-69
| -1% | -$2.95K | 0.2% | 86 |
|
|
2023
Q1 | $270K | Buy |
+7,216
| New | +$270K | 0.17% | 96 |
|