Concord Asset Management (Virginia)’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 | $1.12M | Buy |
13,945
+1,190
| +9% | +$95.3K | 0.17% | 123 |
|
|
2025
Q1 | $867K | Buy |
12,755
+6,034
| +90% | +$410K | 0.19% | 98 |
|
|
2024
Q4 | $472K | Buy |
6,721
+1,542
| +30% | +$108K | 0.1% | 106 |
|
|
2024
Q3 | $293K | Buy |
5,179
+191
| +4% | +$10.8K | 0.07% | 117 |
|
|
2024
Q2 | $296K | Buy |
4,988
+658
| +15% | +$39.1K | 0.07% | 121 |
|
|
2024
Q1 | $251K | Buy |
4,330
+10
| +0.2% | +$580 | 0.07% | 127 |
|
|
2023
Q4 | $213K | Buy |
+4,320
| New | +$213K | 0.06% | 128 |
|