Catalyst Financial Partners’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 | $991K | Sell |
12,365
-108
| -0.9% | -$8.65K | 0.11% | 84 |
|
|
2025
Q1 | $895K | Buy |
12,473
+1,572
| +14% | +$113K | 0.16% | 75 |
|
|
2024
Q4 | $766K | Buy |
10,901
+620
| +6% | +$43.6K | 0.14% | 90 |
|
|
2024
Q3 | $581K | Sell |
10,281
-425
| -4% | -$24K | 0.11% | 121 |
|
|
2024
Q2 | $636K | Buy |
10,706
+751
| +8% | +$44.6K | 0.14% | 98 |
|
|
2024
Q1 | $569K | Buy |
9,955
+1,071
| +12% | +$61.2K | 0.15% | 93 |
|
|
2023
Q4 | $437K | Buy |
8,884
+593
| +7% | +$29.2K | 0.12% | 107 |
|
|
2023
Q3 | $339K | Buy |
8,291
+1,222
| +17% | +$49.9K | 0.11% | 139 |
|
|
2023
Q2 | $302K | Buy |
+7,069
| New | +$302K | 0.11% | 143 |
|
|
2023
Q1 | – | Sell |
-5,896
| Closed | -$243K | – | 191 |
|
|
2022
Q4 | $243K | Buy |
+5,896
| New | +$243K | 0.13% | 136 |
|