Brooklyn Investment Group’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 | $2.58M | Buy |
32,204
+5,749
| +22% | +$461K | 0.34% | 53 |
|
|
2025
Q1 | $1.9M | Buy |
26,455
+3,186
| +14% | +$229K | 0.41% | 33 |
|
|
2024
Q4 | $1.63M | Buy |
23,269
+1,051
| +5% | +$73.8K | 0.49% | 31 |
|
|
2024
Q3 | $1.26M | Buy |
22,218
+1,776
| +9% | +$100K | 0.41% | 43 |
|
|
2024
Q2 | $1.18M | Hold |
20,442
| – | – | 0.51% | 43 |
|
|
2024
Q1 | $1.18M | Sell |
20,442
-507
| -2% | -$29.2K | 0.51% | 43 |
|
|
2023
Q4 | $1.03M | Buy |
+20,949
| New | +$1.03M | 0.49% | 43 |
|