Daymark 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 | $5.22M | Sell |
65,179
-1,336
| -2% | -$107K | 0.2% | 98 |
|
|
2025
Q1 | $4.78M | Buy |
66,515
+991
| +2% | +$71.1K | 0.21% | 99 |
|
|
2024
Q4 | $4.6M | Sell |
65,524
-8,491
| -11% | -$596K | 0.19% | 98 |
|
|
2024
Q3 | $4.18M | Sell |
74,015
-1,632
| -2% | -$92.2K | 0.18% | 106 |
|
|
2024
Q2 | $4.49M | Buy |
75,647
+3,391
| +5% | +$201K | 0.21% | 99 |
|
|
2024
Q1 | $4.19M | Buy |
72,256
+4,910
| +7% | +$285K | 0.23% | 93 |
|
|
2023
Q4 | $3.31M | Sell |
67,346
-4,156
| -6% | -$205K | 0.2% | 95 |
|
|
2023
Q3 | $2.92M | Buy |
71,502
+6,668
| +10% | +$272K | 0.2% | 97 |
|
|
2023
Q2 | $2.77M | Buy |
64,834
+40,120
| +162% | +$1.71M | 0.21% | 97 |
|
|
2023
Q1 | $924K | Buy |
24,714
+10,970
| +80% | +$410K | 0.12% | 136 |
|
|
2022
Q4 | $567K | Buy |
+13,744
| New | +$567K | 0.1% | 139 |
|