Deane Retirement Strategies’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2
| Closed | -$140 | – | 78 |
|
|
2024
Q4 | $140 | Hold |
2
| – | – | ﹤0.01% | 71 |
|
|
2024
Q3 | $113 | Hold |
2
| – | – | ﹤0.01% | 73 |
|
|
2024
Q2 | $119 | Hold |
2
| – | – | ﹤0.01% | 77 |
|
|
2024
Q1 | $116 | Hold |
2
| – | – | ﹤0.01% | 73 |
|
|
2023
Q4 | $98 | Buy |
+2
| New | +$98 | ﹤0.01% | 60 |
|
|
2020
Q1 | – | Sell |
-35,040
| Closed | -$1.89M | – | 80 |
|
|
2019
Q4 | $1.89M | Buy |
+35,040
| New | +$1.89M | 1.29% | 21 |
|
|
2017
Q3 | – | Sell |
-28,081
| Closed | -$1.56M | – | 75 |
|
|
2017
Q2 | $1.56M | Buy |
+28,081
| New | +$1.56M | 1.25% | 26 |
|