Buttonwood Financial Advisors’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 | – | Sell |
-3,315
| Closed | -$238K | – | 101 |
|
|
2025
Q1 | $238K | Sell |
3,315
-77
| -2% | -$5.53K | 0.1% | 92 |
|
|
2024
Q4 | $238K | Buy |
+3,392
| New | +$238K | 0.1% | 92 |
|
|
2024
Q3 | – | Sell |
-3,518
| Closed | -$209K | – | 101 |
|
|
2024
Q2 | $209K | Sell |
3,518
-1
| -0% | -$59 | 0.1% | 97 |
|
|
2024
Q1 | $204K | Buy |
+3,519
| New | +$204K | 0.1% | 102 |
|
|
2023
Q1 | – | Sell |
-7,237
| Closed | -$299K | – | 72 |
|
|
2022
Q4 | $299K | Buy |
7,237
+66
| +0.9% | +$2.73K | 0.25% | 63 |
|
|
2022
Q3 | $304K | Buy |
7,171
+241
| +3% | +$10.2K | 0.27% | 60 |
|
|
2022
Q2 | $271K | Buy |
6,930
+1,852
| +36% | +$72.4K | 0.24% | 63 |
|
|
2022
Q1 | $246K | Buy |
5,078
+357
| +8% | +$17.3K | 0.22% | 62 |
|
|
2021
Q4 | $227K | Buy |
+4,721
| New | +$227K | 0.22% | 49 |
|