Clarity Asset 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 | $143K | Buy |
1,779
+505
| +40% | +$40.5K | 0.09% | 45 |
|
|
2025
Q1 | $91.5K | Buy |
1,274
+4
| +0.3% | +$287 | 0.06% | 55 |
|
|
2024
Q4 | $89.2K | Buy |
1,270
+4
| +0.3% | +$281 | 0.06% | 60 |
|
|
2024
Q3 | $71.5K | Buy |
1,266
+6
| +0.5% | +$339 | 0.05% | 66 |
|
|
2024
Q2 | $74.8K | Sell |
1,260
-95
| -7% | -$5.64K | 0.05% | 62 |
|
|
2024
Q1 | $78.5K | Buy |
1,355
+5
| +0.4% | +$290 | 0.05% | 63 |
|
|
2023
Q4 | $66.4K | Buy |
+1,350
| New | +$66.4K | 0.05% | 68 |
|