Convergence Financial’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 | $291K | Buy |
3,636
+268
| +8% | +$21.5K | 0.05% | 156 |
|
|
2025
Q1 | $242K | Buy |
3,368
+344
| +11% | +$24.7K | 0.05% | 154 |
|
|
2024
Q4 | $212K | Buy |
+3,024
| New | +$212K | 0.04% | 154 |
|
|
2024
Q3 | – | Sell |
-3,518
| Closed | -$209K | – | 163 |
|
|
2024
Q2 | $209K | Buy |
+3,518
| New | +$209K | 0.06% | 141 |
|