Correct Capital Wealth Management’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 | $926K | Hold |
11,552
| – | – | 0.14% | 61 |
|
|
2025
Q1 | $829K | Sell |
11,552
-19
| -0.2% | -$1.36K | 0.13% | 61 |
|
|
2024
Q4 | $813K | Sell |
11,571
-46
| -0.4% | -$3.23K | 0.16% | 62 |
|
|
2024
Q3 | $656K | Hold |
11,617
| – | – | 0.15% | 66 |
|
|
2024
Q2 | $690K | Sell |
11,617
-34
| -0.3% | -$2.02K | 0.16% | 62 |
|
|
2024
Q1 | $675K | Hold |
11,651
| – | – | 0.16% | 73 |
|
|
2023
Q4 | $573K | Buy |
+11,651
| New | +$573K | 0.15% | 73 |
|