Chemistry 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 | $2.01M | Sell |
25,049
-148
| -0.6% | -$11.9K | 0.43% | 39 |
|
|
2025
Q1 | $1.81M | Sell |
25,197
-129
| -0.5% | -$9.26K | 0.42% | 40 |
|
|
2024
Q4 | $1.78M | Buy |
25,326
+270
| +1% | +$19K | 0.42% | 37 |
|
|
2024
Q3 | $1.42M | Sell |
25,056
-2,933
| -10% | -$166K | 0.34% | 50 |
|
|
2024
Q2 | $1.66M | Buy |
27,989
+619
| +2% | +$36.8K | 0.43% | 40 |
|
|
2024
Q1 | $1.59M | Sell |
27,370
-454
| -2% | -$26.3K | 0.43% | 40 |
|
|
2023
Q4 | $1.37M | Sell |
27,824
-285
| -1% | -$14K | 0.41% | 41 |
|
|
2023
Q3 | $1.15M | Sell |
28,109
-5,249
| -16% | -$214K | 0.38% | 49 |
|
|
2023
Q2 | $1.42M | Sell |
33,358
-1,567
| -4% | -$66.9K | 0.46% | 39 |
|
|
2023
Q1 | $1.31M | Sell |
34,925
-995
| -3% | -$37.2K | 0.45% | 41 |
|
|
2022
Q4 | $1.48M | Hold |
35,920
| – | – | 0.58% | 36 |
|
|
2022
Q3 | $1.45M | Sell |
35,920
-3,514
| -9% | -$141K | 0.57% | 35 |
|
|
2022
Q2 | $1.55M | Sell |
39,434
-228
| -0.6% | -$8.93K | 0.59% | 35 |
|
|
2022
Q1 | $1.92M | Buy |
+39,662
| New | +$1.92M | 0.66% | 34 |
|