Concord Wealth Partners’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
+1,126
| +9% | +$90.2K | 0.16% | 123 |
|
|
2025
Q1 | $920K | Buy |
12,819
+5,200
| +68% | +$373K | 0.15% | 120 |
|
|
2024
Q4 | $535K | Sell |
7,619
-786
| -9% | -$55.2K | 0.09% | 140 |
|
|
2024
Q3 | $475K | Buy |
8,405
+1,240
| +17% | +$70K | 0.08% | 142 |
|
|
2024
Q2 | $426K | Sell |
7,165
-2,609
| -27% | -$155K | 0.08% | 150 |
|
|
2024
Q1 | $566K | Sell |
9,774
-3,192
| -25% | -$185K | 0.1% | 134 |
|
|
2023
Q4 | $638K | Sell |
12,966
-3,695
| -22% | -$182K | 0.13% | 113 |
|
|
2023
Q3 | $681K | Buy |
16,661
+2,972
| +22% | +$121K | 0.14% | 99 |
|
|
2023
Q2 | $584K | Buy |
13,689
+6,556
| +92% | +$280K | 0.13% | 101 |
|
|
2023
Q1 | $267K | Buy |
7,133
+781
| +12% | +$29.2K | 0.08% | 129 |
|
|
2022
Q4 | $262K | Sell |
6,352
-187
| -3% | -$7.72K | 0.08% | 136 |
|
|
2022
Q3 | $263K | Buy |
6,539
+555
| +9% | +$22.3K | 0.08% | 130 |
|
|
2022
Q2 | $234K | Sell |
5,984
-349
| -6% | -$13.6K | 0.06% | 147 |
|
|
2022
Q1 | $307K | Sell |
6,333
-20
| -0.3% | -$970 | 0.08% | 134 |
|
|
2021
Q4 | $305K | Buy |
6,353
+1,200
| +23% | +$57.6K | 0.07% | 140 |
|
|
2021
Q3 | $239K | Sell |
5,153
-1,888
| -27% | -$87.6K | 0.1% | 77 |
|
|
2021
Q2 | $319K | Sell |
7,041
-1,657
| -19% | -$75.1K | 0.09% | 95 |
|
|
2021
Q1 | $340K | Sell |
8,698
-2,033
| -19% | -$79.5K | 0.11% | 89 |
|
|
2020
Q4 | $324K | Buy |
+10,731
| New | +$324K | 0.25% | 54 |
|