Consilium Wealth Advisory’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 | $14.2M | Buy |
176,928
+503
| +0.3% | +$40.3K | 5.98% | 5 |
|
|
2025
Q1 | $12.7M | Buy |
176,425
+5,407
| +3% | +$388K | 6.35% | 4 |
|
|
2024
Q4 | $12M | Buy |
171,018
+14,740
| +9% | +$1.04M | 5.73% | 4 |
|
|
2024
Q3 | $8.83M | Buy |
156,278
+646
| +0.4% | +$36.5K | 4.82% | 5 |
|
|
2024
Q2 | $9.24M | Sell |
155,632
-8,605
| -5% | -$511K | 5.05% | 5 |
|
|
2024
Q1 | $9.52M | Sell |
164,237
-5,054
| -3% | -$293K | 5.36% | 4 |
|
|
2023
Q4 | $8.33M | Sell |
169,291
-1,921
| -1% | -$94.6K | 5.01% | 4 |
|
|
2023
Q3 | $7M | Sell |
171,212
-12,594
| -7% | -$515K | 4.9% | 4 |
|
|
2023
Q2 | $7.84M | Buy |
183,806
+385
| +0.2% | +$16.4K | 5.44% | 4 |
|
|
2023
Q1 | $6.86M | Sell |
183,421
-4,700
| -2% | -$176K | 5.85% | 4 |
|
|
2022
Q4 | $7.77M | Sell |
188,121
-5,773
| -3% | -$238K | 6.62% | 4 |
|
|
2022
Q3 | $7.8M | Sell |
193,894
-249
| -0.1% | -$10K | 8.69% | 2 |
|
|
2022
Q2 | $7.61M | Sell |
194,143
-1,098
| -0.6% | -$43K | 8.19% | 2 |
|
|
2022
Q1 | $9.46M | Sell |
195,241
-705
| -0.4% | -$34.2K | 6.78% | 3 |
|
|
2021
Q4 | $9.4M | Buy |
+195,946
| New | +$9.4M | 6.09% | 4 |
|