Delos Wealth Advisors’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 | $2.08K | Buy |
+26
| New | +$2.08K | ﹤0.01% | 224 |
|
|
2024
Q3 | – | Sell |
-79
| Closed | -$4.69K | – | 360 |
|
|
2024
Q2 | $4.69K | Hold |
79
| – | – | ﹤0.01% | 157 |
|
|
2024
Q1 | $4.58K | Buy |
79
+29
| +58% | +$1.68K | 0.01% | 159 |
|
|
2023
Q4 | $2.46K | Hold |
50
| – | – | ﹤0.01% | 130 |
|
|
2023
Q3 | $2.07K | Hold |
50
| – | – | ﹤0.01% | 176 |
|
|
2023
Q2 | $2.13K | Hold |
50
| – | – | ﹤0.01% | 175 |
|
|
2023
Q1 | $1.87K | Hold |
50
| – | – | ﹤0.01% | 193 |
|
|
2022
Q4 | $2.06K | Hold |
50
| – | – | ﹤0.01% | 205 |
|
|
2022
Q3 | $2K | Buy |
+50
| New | +$2K | ﹤0.01% | 202 |
|
|
2022
Q2 | – | Sell |
-250
| Closed | -$12K | – | 269 |
|
|
2022
Q1 | $12K | Hold |
250
| – | – | 0.01% | 158 |
|
|
2021
Q4 | $12K | Buy |
+250
| New | +$12K | 0.01% | 193 |
|