Costello Asset 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 | $31.9K | Hold |
398
| – | – | 0.01% | 299 |
|
|
2025
Q1 | $28.6K | Hold |
398
| – | – | 0.01% | 303 |
|
|
2024
Q4 | $28K | Hold |
398
| – | – | 0.02% | 115 |
|
|
2024
Q3 | $22.5K | Hold |
398
| – | – | 0.02% | 123 |
|
|
2024
Q2 | $23.6K | Hold |
398
| – | – | 0.02% | 107 |
|
|
2024
Q1 | $23.1K | Hold |
398
| – | – | 0.02% | 120 |
|
|
2023
Q4 | $19.6K | Hold |
398
| – | – | 0.02% | 119 |
|
|
2023
Q3 | $16.3K | Hold |
398
| – | – | 0.01% | 125 |
|
|
2023
Q2 | $17K | Hold |
398
| – | – | 0.01% | 125 |
|
|
2023
Q1 | $14.9K | Hold |
398
| – | – | 0.02% | 134 |
|
|
2022
Q4 | $16.4K | Hold |
398
| – | – | 0.01% | 132 |
|
|
2022
Q3 | $16K | Hold |
398
| – | – | 0.02% | 136 |
|
|
2022
Q2 | $16K | Hold |
398
| – | – | 0.01% | 144 |
|
|
2022
Q1 | $19K | Sell |
398
-398
| -50% | -$19K | 0.01% | 145 |
|
|
2021
Q4 | $38K | Hold |
796
| – | – | 0.02% | 124 |
|
|
2021
Q3 | $37K | Hold |
796
| – | – | 0.02% | 127 |
|
|
2021
Q2 | $36K | Hold |
796
| – | – | 0.02% | 126 |
|
|
2021
Q1 | $31K | Hold |
796
| – | – | 0.02% | 137 |
|
|
2020
Q4 | $24K | Buy |
796
+398
| +100% | +$12K | 0.02% | 142 |
|
|
2020
Q3 | $9K | Hold |
398
| – | – | 0.01% | 172 |
|
|
2020
Q2 | $10K | Buy |
+398
| New | +$10K | 0.01% | 155 |
|