Burkett Financial Services’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 | $7.28K | Buy |
91
+1
| +1% | +$80 | ﹤0.01% | 156 |
|
|
2025
Q1 | $6.49K | Hold |
90
| – | – | ﹤0.01% | 179 |
|
|
2024
Q4 | $6.32K | Buy |
90
+1
| +1% | +$70 | ﹤0.01% | 154 |
|
|
2024
Q3 | $5.05K | Hold |
89
| – | – | ﹤0.01% | 153 |
|
|
2024
Q2 | $5.28K | Buy |
89
+1
| +1% | +$59 | ﹤0.01% | 150 |
|
|
2024
Q1 | $5.12K | Hold |
88
| – | – | ﹤0.01% | 154 |
|
|
2023
Q4 | $4.32K | Buy |
+88
| New | +$4.32K | ﹤0.01% | 156 |
|