Concentrum 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 | $360K | Sell |
4,496
-65
| -1% | -$5.21K | 0.11% | 52 |
|
|
2025
Q1 | $327K | Buy |
4,561
+396
| +10% | +$28.4K | 0.12% | 60 |
|
|
2024
Q4 | $293K | Buy |
4,165
+34
| +0.8% | +$2.39K | 0.1% | 64 |
|
|
2024
Q3 | $233K | Sell |
4,131
-53
| -1% | -$2.99K | 0.09% | 65 |
|
|
2024
Q2 | $248K | Sell |
4,184
-87
| -2% | -$5.17K | 0.1% | 64 |
|
|
2024
Q1 | $248K | Buy |
+4,271
| New | +$248K | 0.11% | 58 |
|