Buckley 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 | $200K | Sell |
2,500
-500
| -17% | -$40.1K | 0.06% | 107 |
|
|
2025
Q1 | $215K | Hold |
3,000
| – | – | 0.07% | 96 |
|
|
2024
Q4 | $211K | Buy |
+3,000
| New | +$211K | 0.06% | 100 |
|
|
2023
Q1 | – | Sell |
-5,169
| Closed | -$213K | – | 109 |
|
|
2022
Q4 | $213K | Sell |
5,169
-79
| -2% | -$3.26K | 0.08% | 103 |
|
|
2022
Q3 | $211K | Sell |
5,248
-156
| -3% | -$6.27K | 0.08% | 108 |
|
|
2022
Q2 | $212K | Sell |
5,404
-20
| -0.4% | -$785 | 0.07% | 135 |
|
|
2022
Q1 | $263K | Buy |
5,424
+596
| +12% | +$28.9K | 0.07% | 129 |
|
|
2021
Q4 | $232K | Buy |
+4,828
| New | +$232K | 0.07% | 119 |
|
|
2020
Q2 | – | Sell |
-7,306
| Closed | -$210K | – | 128 |
|
|
2020
Q1 | $210K | Buy |
7,306
+174
| +2% | +$5K | 0.11% | 112 |
|
|
2019
Q4 | $384K | Hold |
7,132
| – | – | 0.17% | 97 |
|
|
2019
Q3 | $360K | Sell |
7,132
-8,531
| -54% | -$431K | 0.18% | 99 |
|
|
2019
Q2 | $741K | Sell |
15,663
-1,758
| -10% | -$83.2K | 0.35% | 55 |
|
|
2019
Q1 | $842K | Sell |
17,421
-837
| -5% | -$40.5K | 0.4% | 45 |
|
|
2018
Q4 | $841K | Sell |
18,258
-6,992
| -28% | -$322K | 0.43% | 41 |
|
|
2018
Q3 | $1.33M | Buy |
25,250
+99
| +0.4% | +$5.2K | 0.58% | 37 |
|
|
2018
Q2 | $1.39M | Buy |
25,151
+2,372
| +10% | +$131K | 0.66% | 36 |
|
|
2018
Q1 | $1.19M | Buy |
22,779
+152
| +0.7% | +$7.97K | 0.59% | 39 |
|
|
2017
Q4 | $1.37M | Buy |
+22,627
| New | +$1.37M | 0.69% | 37 |
|