Darwin Wealth 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 | $8.61K | Hold |
107
| – | – | ﹤0.01% | 366 |
|
|
2025
Q1 | $7.55K | Hold |
107
| – | – | ﹤0.01% | 401 |
|
|
2024
Q4 | $7.55K | Sell |
107
-1
| -0.9% | -$71 | ﹤0.01% | 401 |
|
|
2024
Q3 | $6.07K | Buy |
+108
| New | +$6.07K | ﹤0.01% | 434 |
|
|
2022
Q1 | – | Sell |
-3,945
| Closed | -$217K | – | 180 |
|
|
2021
Q4 | $217K | Buy |
+3,945
| New | +$217K | 0.03% | 160 |
|
|
2020
Q2 | – | Sell |
-1,803
| Closed | -$51K | – | 794 |
|
|
2020
Q1 | $51K | Buy |
+1,803
| New | +$51K | 0.02% | 242 |
|