Delap Wealth Advisory’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 | $1.39M | Sell |
17,337
-825
| -5% | -$66.1K | 0.67% | 30 |
|
|
2025
Q1 | $1.3M | Hold |
18,162
| – | – | 0.73% | 28 |
|
|
2024
Q4 | $1.28M | Sell |
18,162
-188
| -1% | -$13.2K | 0.76% | 30 |
|
|
2024
Q3 | $1.04M | Hold |
18,350
| – | – | 0.66% | 29 |
|
|
2024
Q2 | $1.09M | Sell |
18,350
-4,868
| -21% | -$289K | 0.5% | 31 |
|
|
2024
Q1 | $1.35M | Sell |
23,218
-14,196
| -38% | -$823K | 0.54% | 35 |
|
|
2023
Q4 | $1.84M | Buy |
37,414
+19,064
| +104% | +$938K | 0.83% | 26 |
|
|
2023
Q3 | $750K | Buy |
18,350
+619
| +3% | +$25.3K | 0.72% | 24 |
|
|
2023
Q2 | $757K | Sell |
17,731
-619
| -3% | -$26.4K | 0.74% | 22 |
|
|
2023
Q1 | $686K | Buy |
+18,350
| New | +$686K | 0.7% | 25 |
|