Connective Portfolio 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
Q1
Sell
-9,000
Closed -$632K 62
2024
Q4
$632K Buy
+9,000
New +$632K 0.94% 39
2022
Q2
Sell
-32,175
Closed -$1.58M 64
2022
Q1
$1.58M Buy
32,175
+15,000
+87% +$738K 3.39% 11
2021
Q4
$824K Buy
+17,175
New +$824K 1.45% 29