CFO4Life Group’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 | $631K | Sell |
7,877
-1,145
| -13% | -$91.7K | 0.1% | 106 |
|
|
2025
Q1 | $648K | Sell |
9,022
-152
| -2% | -$10.9K | 0.11% | 96 |
|
|
2024
Q4 | $644K | Buy |
9,174
+3,042
| +50% | +$214K | 0.11% | 103 |
|
|
2024
Q3 | $346K | Sell |
6,132
-212
| -3% | -$12K | 0.06% | 142 |
|
|
2024
Q2 | $377K | Buy |
6,344
+1,002
| +19% | +$59.5K | 0.07% | 134 |
|
|
2024
Q1 | $310K | Buy |
5,342
+110
| +2% | +$6.38K | 0.06% | 146 |
|
|
2023
Q4 | $258K | Sell |
5,232
-176
| -3% | -$8.66K | 0.05% | 150 |
|
|
2023
Q3 | $221K | Sell |
5,408
-904
| -14% | -$36.9K | 0.05% | 140 |
|
|
2023
Q2 | $269K | Buy |
6,312
+733
| +13% | +$31.3K | 0.06% | 138 |
|
|
2023
Q1 | $209K | Buy |
5,579
+225
| +4% | +$8.41K | 0.05% | 146 |
|
|
2022
Q4 | $221K | Buy |
5,354
+107
| +2% | +$4.42K | 0.05% | 157 |
|
|
2022
Q3 | $211K | Sell |
5,247
-450
| -8% | -$18.1K | 0.06% | 133 |
|
|
2022
Q2 | $235K | Sell |
5,697
-1,294
| -19% | -$53.4K | 0.06% | 126 |
|
|
2022
Q1 | $339K | Buy |
6,991
+857
| +14% | +$41.6K | 0.07% | 114 |
|
|
2021
Q4 | $294K | Buy |
6,134
+590
| +11% | +$28.3K | 0.06% | 120 |
|
|
2021
Q3 | $257K | Sell |
5,544
-145
| -3% | -$6.72K | 0.06% | 124 |
|
|
2021
Q2 | $258K | Buy |
5,689
+420
| +8% | +$19K | 0.06% | 121 |
|
|
2021
Q1 | $206K | Buy |
+5,269
| New | +$206K | 0.05% | 138 |
|
|
2019
Q1 | – | Sell |
-5,332
| Closed | -$246K | – | 135 |
|
|
2018
Q4 | $246K | Sell |
5,332
-1,097
| -17% | -$50.6K | 0.11% | 97 |
|
|
2018
Q3 | $338K | Sell |
6,429
-60,138
| -90% | -$3.16M | 0.15% | 94 |
|
|
2018
Q2 | $369K | Buy |
66,567
+52,718
| +381% | +$292K | 0.15% | 89 |
|
|
2018
Q1 | $726K | Sell |
13,849
-3,702
| -21% | -$194K | 0.61% | 23 |
|
|
2017
Q4 | $1.07M | Sell |
17,551
-1,926
| -10% | -$117K | 0.84% | 15 |
|
|
2017
Q3 | $1.07M | Buy |
19,477
+687
| +4% | +$37.9K | 0.87% | 15 |
|
|
2017
Q2 | $1.04M | Buy |
18,790
+2,405
| +15% | +$133K | 0.96% | 13 |
|
|
2017
Q1 | $912K | Buy |
+16,385
| New | +$912K | 0.83% | 16 |
|