Covestor’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 | $123K | Sell |
1,533
-8
| -0.5% | -$642 | 0.07% | 434 |
|
|
2025
Q1 | $111K | Sell |
1,541
-1,101
| -42% | -$79.3K | 0.07% | 422 |
|
|
2024
Q4 | $186K | Buy |
2,642
+1,316
| +99% | +$92.6K | 0.12% | 202 |
|
|
2024
Q3 | $75K | Buy |
1,326
+196
| +17% | +$11.1K | 0.05% | 687 |
|
|
2024
Q2 | $67K | Sell |
1,130
-514
| -31% | -$30.5K | 0.04% | 724 |
|
|
2024
Q1 | $95K | Sell |
1,644
-238
| -13% | -$13.8K | 0.06% | 573 |
|
|
2023
Q4 | $93K | Buy |
1,882
+689
| +58% | +$34K | 0.06% | 545 |
|
|
2023
Q3 | $49K | Sell |
1,193
-2,424
| -67% | -$99.6K | 0.04% | 783 |
|
|
2023
Q2 | $155K | Sell |
3,617
-858
| -19% | -$36.8K | 0.12% | 222 |
|
|
2023
Q1 | $167K | Buy |
4,475
+742
| +20% | +$27.7K | 0.15% | 167 |
|
|
2022
Q4 | $154K | Sell |
3,733
-344
| -8% | -$14.2K | 0.13% | 203 |
|
|
2022
Q3 | $164K | Sell |
4,077
-1,711
| -30% | -$68.8K | 0.14% | 128 |
|
|
2022
Q2 | $227K | Buy |
5,788
+2,001
| +53% | +$78.5K | 0.18% | 85 |
|
|
2022
Q1 | $184K | Buy |
3,787
+2,204
| +139% | +$107K | 0.12% | 176 |
|
|
2021
Q4 | $76K | Buy |
+1,583
| New | +$76K | 0.11% | 300 |
|