Centurion Wealth Management’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 | $338K | Buy |
4,217
+78
| +2% | +$6.25K | 0.1% | 165 |
|
|
2025
Q1 | $291K | Hold |
4,139
| – | – | 0.09% | 162 |
|
|
2024
Q4 | $291K | Sell |
4,139
-11
| -0.3% | -$773 | 0.09% | 162 |
|
|
2024
Q3 | $234K | Buy |
+4,150
| New | +$234K | 0.07% | 182 |
|
|
2024
Q1 | $236K | Buy |
+4,079
| New | +$236K | 0.09% | 157 |
|
|
2023
Q1 | – | Sell |
-4,915
| Closed | -$203K | – | 167 |
|
|
2022
Q4 | $203K | Buy |
+4,915
| New | +$203K | 0.11% | 146 |
|