Center for Financial Planning’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 | $5.93K | Hold |
74
| – | – | ﹤0.01% | 505 |
|
|
2025
Q1 | $5.31K | Hold |
74
| – | – | ﹤0.01% | 528 |
|
|
2024
Q4 | $5.2K | Hold |
74
| – | – | ﹤0.01% | 483 |
|
|
2024
Q3 | $4.18K | Sell |
74
-156
| -68% | -$8.81K | ﹤0.01% | 464 |
|
|
2024
Q2 | $13.7K | Hold |
230
| – | – | ﹤0.01% | 356 |
|
|
2024
Q1 | $13.3K | Hold |
230
| – | – | ﹤0.01% | 371 |
|
|
2023
Q4 | $11.3K | Buy |
230
+74
| +47% | +$3.64K | ﹤0.01% | 355 |
|
|
2023
Q3 | $6.38K | Hold |
156
| – | – | ﹤0.01% | 400 |
|
|
2023
Q2 | $6.66K | Sell |
156
-200
| -56% | -$8.54K | ﹤0.01% | 424 |
|
|
2023
Q1 | $13.3K | Hold |
356
| – | – | ﹤0.01% | 327 |
|
|
2022
Q4 | $14.7K | Sell |
356
-204
| -36% | -$8.42K | ﹤0.01% | 315 |
|
|
2022
Q3 | $23K | Buy |
560
+171
| +44% | +$7.02K | 0.01% | 286 |
|
|
2022
Q2 | $15K | Sell |
389
-7
| -2% | -$270 | ﹤0.01% | 322 |
|
|
2022
Q1 | $19K | Hold |
396
| – | – | ﹤0.01% | 311 |
|
|
2021
Q4 | $19K | Buy |
396
+40
| +11% | +$1.92K | ﹤0.01% | 313 |
|
|
2021
Q3 | $17K | Hold |
356
| – | – | ﹤0.01% | 319 |
|
|
2021
Q2 | $16K | Hold |
356
| – | – | ﹤0.01% | 322 |
|
|
2021
Q1 | $14K | Sell |
356
-457
| -56% | -$18K | ﹤0.01% | 347 |
|
|
2020
Q4 | $25K | Sell |
813
-16
| -2% | -$492 | 0.01% | 263 |
|
|
2020
Q3 | $19K | Hold |
829
| – | – | 0.01% | 266 |
|
|
2020
Q2 | $21K | Sell |
829
-7,413
| -90% | -$188K | 0.01% | 257 |
|
|
2020
Q1 | $237K | Sell |
8,242
-839
| -9% | -$24.1K | 0.08% | 102 |
|
|
2019
Q4 | $489K | Buy |
+9,081
| New | +$489K | 0.12% | 73 |
|