Consolidated Planning Corp’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 | $338K | Hold |
4,213
| – | – | 0.04% | 153 |
|
|
2025
Q1 | $302K | Buy |
4,213
+100
| +2% | +$7.18K | 0.04% | 153 |
|
|
2024
Q4 | $289K | Sell |
4,113
-336
| -8% | -$23.6K | 0.04% | 171 |
|
|
2024
Q3 | $251K | Buy |
4,449
+507
| +13% | +$28.6K | 0.04% | 175 |
|
|
2024
Q2 | $234K | Sell |
3,942
-926
| -19% | -$55K | 0.04% | 171 |
|
|
2024
Q1 | $282K | Sell |
4,868
-399
| -8% | -$23.1K | 0.05% | 145 |
|
|
2023
Q4 | $259K | Buy |
+5,267
| New | +$259K | 0.05% | 138 |
|
|
2023
Q3 | – | Sell |
-4,765
| Closed | -$203K | – | 172 |
|
|
2023
Q2 | $203K | Buy |
+4,765
| New | +$203K | 0.04% | 156 |
|
|
2021
Q4 | – | Sell |
-165
| Closed | -$8K | – | 456 |
|
|
2021
Q3 | $8K | Buy |
+165
| New | +$8K | 0.01% | 326 |
|