CreativeOne Wealth’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 | $1.26M | Buy |
15,733
+782
| +5% | +$62.7K | 0.03% | 470 |
|
|
2025
Q1 | $1.07M | Buy |
14,951
+1,059
| +8% | +$76K | 0.03% | 460 |
|
|
2024
Q4 | $976K | Buy |
13,892
+4,255
| +44% | +$299K | 0.03% | 480 |
|
|
2024
Q3 | $544K | Buy |
9,637
+3,285
| +52% | +$186K | 0.02% | 603 |
|
|
2024
Q2 | $377K | Sell |
6,352
-2,926
| -32% | -$174K | 0.02% | 555 |
|
|
2024
Q1 | $538K | Buy |
9,278
+4,560
| +97% | +$264K | 0.02% | 550 |
|
|
2023
Q4 | $232K | Buy |
+4,718
| New | +$232K | 0.01% | 573 |
|
|
2023
Q3 | – | Sell |
-9,856
| Closed | -$421K | – | 831 |
|
|
2023
Q2 | $421K | Sell |
9,856
-7,612
| -44% | -$325K | 0.02% | 542 |
|
|
2023
Q1 | $653K | Buy |
17,468
+118
| +0.7% | +$4.41K | 0.03% | 400 |
|
|
2022
Q4 | $716K | Sell |
17,350
-262
| -1% | -$10.8K | 0.04% | 345 |
|
|
2022
Q3 | $708K | Sell |
17,612
-4,121
| -19% | -$166K | 0.04% | 333 |
|
|
2022
Q2 | $851K | Sell |
21,733
-3,192
| -13% | -$125K | 0.05% | 290 |
|
|
2022
Q1 | $1.21M | Buy |
24,925
+5,503
| +28% | +$267K | 0.06% | 248 |
|
|
2021
Q4 | $932K | Buy |
19,422
+464
| +2% | +$22.3K | 0.05% | 301 |
|
|
2021
Q3 | $880K | Buy |
18,958
+760
| +4% | +$35.3K | 0.05% | 282 |
|
|
2021
Q2 | $824K | Buy |
18,198
+6,429
| +55% | +$291K | 0.05% | 286 |
|
|
2021
Q1 | $460K | Buy |
11,769
+3,433
| +41% | +$134K | 0.03% | 345 |
|
|
2020
Q4 | $252K | Buy |
+8,336
| New | +$252K | 0.02% | 422 |
|