Brown Miller 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 | $350K | Buy |
+4,364
| New | +$350K | 0.11% | 144 |
|
|
2024
Q1 | – | Sell |
-6,338
| Closed | -$312K | – | 126 |
|
|
2023
Q4 | $312K | Sell |
6,338
-995
| -14% | -$49K | 0.16% | 101 |
|
|
2023
Q3 | $300K | Buy |
+7,333
| New | +$300K | 0.17% | 101 |
|
|
2021
Q4 | – | Sell |
-4,574
| Closed | -$212K | – | 123 |
|
|
2021
Q3 | $212K | Buy |
+4,574
| New | +$212K | 0.13% | 113 |
|