CoreCap Advisors’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 | $396K | Sell |
4,938
-2,155
| -30% | -$173K | 0.02% | 553 |
|
|
2025
Q1 | $509K | Buy |
7,093
+1,433
| +25% | +$103K | 0.02% | 478 |
|
|
2024
Q4 | $398K | Buy |
5,660
+1,200
| +27% | +$84.3K | 0.02% | 517 |
|
|
2024
Q3 | $252K | Buy |
+4,460
| New | +$252K | 0.01% | 616 |
|
|
2024
Q2 | – | Sell |
-3,416
| Closed | -$198K | – | 2615 |
|
|
2024
Q1 | $198K | Buy |
+3,416
| New | +$198K | 0.01% | 633 |
|
|
2022
Q4 | $154K | Buy |
+3,733
| New | +$154K | 0.01% | 595 |
|
|
2022
Q3 | – | Sell |
-2,975
| Closed | -$117K | – | 2105 |
|
|
2022
Q2 | $117K | Buy |
+2,975
| New | +$117K | 0.01% | 640 |
|
|
2022
Q1 | – | Sell |
-1,372
| Closed | -$66K | – | 2101 |
|
|
2021
Q4 | $66K | Buy |
+1,372
| New | +$66K | ﹤0.01% | 907 |
|