Bruce G. Allen Investments’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 | $372K | Buy |
4,640
+53
| +1% | +$4.25K | 0.28% | 43 |
|
|
2025
Q1 | $329K | Sell |
4,587
-583
| -11% | -$41.9K | 0.26% | 46 |
|
|
2024
Q4 | $363K | Sell |
5,170
-219
| -4% | -$15.4K | 0.29% | 45 |
|
|
2024
Q3 | $304K | Sell |
5,389
-12
| -0.2% | -$678 | 0.24% | 54 |
|
|
2024
Q2 | $321K | Buy |
5,401
+296
| +6% | +$17.6K | 0.27% | 48 |
|
|
2024
Q1 | $296K | Sell |
5,105
-696
| -12% | -$40.3K | 0.24% | 54 |
|
|
2023
Q4 | $286K | Buy |
+5,801
| New | +$286K | 0.26% | 50 |
|