Crown Wealth Group’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 | $726K | Sell |
9,057
-47
| -0.5% | -$3.77K | 0.27% | 46 |
|
|
2025
Q1 | $654K | Buy |
9,104
+2,456
| +37% | +$176K | 0.34% | 42 |
|
|
2024
Q4 | $467K | Buy |
6,648
+140
| +2% | +$9.83K | 0.19% | 63 |
|
|
2024
Q3 | $368K | Sell |
6,508
-6
| -0.1% | -$339 | 0.16% | 74 |
|
|
2024
Q2 | $387K | Sell |
6,514
-680
| -9% | -$40.4K | 0.19% | 61 |
|
|
2024
Q1 | $417K | Buy |
7,194
+1,969
| +38% | +$114K | 0.21% | 55 |
|
|
2023
Q4 | $257K | Buy |
+5,225
| New | +$257K | 0.15% | 73 |
|