Builder 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 | $260K | Hold |
3,250
| – | – | 0.06% | 90 |
|
|
2025
Q1 | $233K | Hold |
3,250
| – | – | 0.07% | 91 |
|
|
2024
Q4 | $228K | Sell |
3,250
-1,000
| -24% | -$70.2K | 0.06% | 94 |
|
|
2024
Q3 | $240K | Sell |
4,250
-1
| -0% | -$56 | 0.06% | 92 |
|
|
2024
Q2 | $252K | Buy |
4,251
+1
| +0% | +$59 | 0.07% | 84 |
|
|
2024
Q1 | $246K | Sell |
4,250
-8
| -0.2% | -$464 | 0.07% | 88 |
|
|
2023
Q4 | $210K | Buy |
+4,258
| New | +$210K | 0.08% | 97 |
|