Brio Consultants’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 | $304K | Hold |
3,796
| – | – | 0.04% | 107 |
|
|
2025
Q1 | $273K | Buy |
3,796
+27
| +0.7% | +$1.94K | 0.04% | 99 |
|
|
2024
Q4 | $265K | Hold |
3,769
| – | – | 0.04% | 99 |
|
|
2024
Q3 | $213K | Hold |
3,769
| – | – | 0.03% | 102 |
|
|
2024
Q2 | $224K | Hold |
3,769
| – | – | 0.04% | 94 |
|
|
2024
Q1 | $218K | Buy |
+3,769
| New | +$218K | 0.04% | 92 |
|
|
2021
Q4 | – | Sell |
-47,079
| Closed | -$2.19M | – | 79 |
|
|
2021
Q3 | $2.19M | Sell |
47,079
-4,535
| -9% | -$210K | 0.53% | 29 |
|
|
2021
Q2 | $2.34M | Sell |
51,614
-1,512
| -3% | -$68.5K | 0.6% | 29 |
|
|
2021
Q1 | $2.08M | Hold |
53,126
| – | – | 0.61% | 28 |
|
|
2020
Q4 | $1.6M | Sell |
53,126
-111
| -0.2% | -$3.35K | 0.52% | 29 |
|
|
2020
Q3 | $1.25M | Hold |
53,237
| – | – | 0.38% | 33 |
|
|
2020
Q2 | $1.36M | Sell |
53,237
-648
| -1% | -$16.6K | 0.46% | 31 |
|
|
2020
Q1 | $1.55M | Buy |
53,885
+2
| +0% | +$57 | 0.62% | 25 |
|
|
2019
Q4 | $2.9M | Buy |
53,883
+7
| +0% | +$377 | 0.98% | 23 |
|
|
2019
Q3 | $2.72M | Buy |
53,876
+5,680
| +12% | +$287K | 1.02% | 24 |
|
|
2019
Q2 | $2.28M | Buy |
48,196
+32,521
| +207% | +$1.54M | 0.92% | 25 |
|
|
2019
Q1 | $757K | Buy |
15,675
+46
| +0.3% | +$2.22K | 0.34% | 35 |
|
|
2018
Q4 | $720K | Buy |
+15,629
| New | +$720K | 0.37% | 32 |
|