Brandywine Oak Private 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 | $309K | Sell |
3,853
-7,084
| -65% | -$568K | 0.03% | 182 |
|
|
2025
Q1 | $785K | Buy |
+10,937
| New | +$785K | 0.08% | 115 |
|
|
2023
Q3 | – | Sell |
-9,551
| Closed | -$408K | – | 240 |
|
|
2023
Q2 | $408K | Buy |
+9,551
| New | +$408K | 0.05% | 171 |
|
|
2022
Q2 | – | Sell |
-12,315
| Closed | -$596K | – | 351 |
|
|
2022
Q1 | $596K | Buy |
+12,315
| New | +$596K | 0.07% | 180 |
|
|
2020
Q1 | – | Sell |
-3,772
| Closed | -$202K | – | 262 |
|
|
2019
Q4 | $202K | Buy |
+3,772
| New | +$202K | 0.04% | 233 |
|
|
2019
Q1 | – | Sell |
-5,732
| Closed | -$264K | – | 634 |
|
|
2018
Q4 | $264K | Buy |
+5,732
| New | +$264K | 0.06% | 161 |
|