Connecticut 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 | $579K | Sell |
7,226
-226
| -3% | -$18.1K | 0.03% | 207 |
|
|
2025
Q1 | $535K | Sell |
7,452
-149
| -2% | -$10.7K | 0.03% | 205 |
|
|
2024
Q4 | $534K | Buy |
7,601
+113
| +2% | +$7.94K | 0.03% | 180 |
|
|
2024
Q3 | $423K | Buy |
7,488
+2,671
| +55% | +$151K | 0.02% | 233 |
|
|
2024
Q2 | $286K | Buy |
+4,817
| New | +$286K | 0.01% | 272 |
|
|
2024
Q1 | – | Sell |
-4,283
| Closed | -$211K | – | 334 |
|
|
2023
Q4 | $211K | Buy |
+4,283
| New | +$211K | 0.01% | 309 |
|