Copperleaf Capital’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 | $584K | Buy |
7,295
+3,271
| +81% | +$262K | 0.3% | 75 |
|
|
2025
Q1 | $289K | Buy |
4,024
+724
| +22% | +$52K | 0.17% | 89 |
|
|
2024
Q4 | $232K | Buy |
+3,300
| New | +$232K | 0.15% | 85 |
|
|
2024
Q3 | – | Sell |
-3,579
| Closed | -$213K | – | 91 |
|
|
2024
Q2 | $213K | Sell |
3,579
-191
| -5% | -$11.3K | 0.17% | 82 |
|
|
2024
Q1 | $219K | Buy |
+3,770
| New | +$219K | 0.19% | 83 |
|
|
2023
Q2 | – | Sell |
-6,232
| Closed | -$233K | – | 85 |
|
|
2023
Q1 | $233K | Buy |
+6,232
| New | +$233K | 0.23% | 67 |
|