Cyndeo Wealth Partners’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 | $1.13M | Buy |
14,089
+322
| +2% | +$25.8K | 0.07% | 211 |
|
|
2025
Q1 | $988K | Buy |
13,767
+248
| +2% | +$17.8K | 0.06% | 213 |
|
|
2024
Q4 | $950K | Sell |
13,519
-106
| -0.8% | -$7.45K | 0.06% | 219 |
|
|
2024
Q3 | $770K | Sell |
13,625
-630
| -4% | -$35.6K | 0.05% | 248 |
|
|
2024
Q2 | $847K | Buy |
14,255
+6,199
| +77% | +$368K | 0.07% | 224 |
|
|
2024
Q1 | $467K | Buy |
8,056
+59
| +0.7% | +$3.42K | 0.04% | 268 |
|
|
2023
Q4 | $394K | Buy |
7,997
+110
| +1% | +$5.41K | 0.04% | 275 |
|
|
2023
Q3 | $322K | Buy |
7,887
+16
| +0.2% | +$654 | 0.03% | 265 |
|
|
2023
Q2 | $336K | Sell |
7,871
-149
| -2% | -$6.36K | 0.04% | 253 |
|
|
2023
Q1 | $300K | Buy |
8,020
+505
| +7% | +$18.9K | 0.03% | 262 |
|
|
2022
Q4 | $310K | Buy |
+7,515
| New | +$310K | 0.04% | 257 |
|