Congress 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 | $2.89M | Buy |
36,034
+7,380
| +26% | +$591K | 0.03% | 496 |
|
|
2025
Q1 | $2.08M | Buy |
28,654
+21,202
| +285% | +$1.54M | 0.03% | 487 |
|
|
2024
Q4 | $524K | Buy |
7,452
+1,091
| +17% | +$76.7K | 0.01% | 632 |
|
|
2024
Q3 | $359K | Buy |
6,361
+1,062
| +20% | +$60K | ﹤0.01% | 698 |
|
|
2024
Q2 | $315K | Sell |
5,299
-19,213
| -78% | -$1.14M | 0.01% | 605 |
|
|
2024
Q1 | $1.42M | Buy |
24,512
+1,796
| +8% | +$104K | 0.02% | 345 |
|
|
2023
Q4 | $1.12M | Sell |
22,716
-10
| -0% | -$492 | 0.02% | 380 |
|
|
2023
Q3 | $929K | Sell |
22,726
-511
| -2% | -$20.9K | 0.02% | 384 |
|
|
2023
Q2 | $992K | Sell |
23,237
-311
| -1% | -$13.3K | 0.02% | 342 |
|
|
2023
Q1 | $880K | Buy |
23,548
+5,608
| +31% | +$210K | 0.02% | 357 |
|
|
2022
Q4 | $741K | Buy |
+17,940
| New | +$741K | 0.02% | 365 |
|
|
2022
Q1 | – | Sell |
-29,929
| Closed | -$1.44M | – | 647 |
|
|
2021
Q4 | $1.44M | Buy |
+29,929
| New | +$1.44M | 0.03% | 331 |
|