Capital Advantage’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 | $692K | Buy |
8,634
+1,399
| +19% | +$112K | 0.11% | 76 |
|
|
2025
Q1 | $508K | Hold |
7,235
| – | – | 0.09% | 88 |
|
|
2024
Q4 | $508K | Buy |
+7,235
| New | +$508K | 0.09% | 88 |
|
|
2023
Q4 | – | Sell |
-10,668
| Closed | -$436K | – | 43 |
|
|
2023
Q3 | $436K | Buy |
+10,668
| New | +$436K | 0.09% | 38 |
|
|
2018
Q3 | – | Sell |
-3,707
| Closed | -$206K | – | 90 |
|
|
2018
Q2 | $206K | Buy |
+3,707
| New | +$206K | 0.05% | 78 |
|