Denver 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 | $459K | Buy |
5,730
+8
| +0.1% | +$641 | 0.19% | 58 |
|
|
2025
Q1 | $411K | Buy |
5,722
+175
| +3% | +$12.6K | 0.19% | 58 |
|
|
2024
Q4 | $390K | Buy |
5,547
+234
| +4% | +$16.4K | 0.18% | 56 |
|
|
2024
Q3 | $300K | Buy |
5,313
+103
| +2% | +$5.82K | 0.14% | 74 |
|
|
2024
Q2 | $309K | Sell |
5,210
-210
| -4% | -$12.5K | 0.16% | 64 |
|
|
2024
Q1 | $314K | Sell |
5,420
-77
| -1% | -$4.46K | 0.16% | 62 |
|
|
2023
Q4 | $271K | Buy |
5,497
+35
| +0.6% | +$1.72K | 0.15% | 62 |
|
|
2023
Q3 | $223K | Buy |
5,462
+38
| +0.7% | +$1.55K | 0.14% | 66 |
|
|
2023
Q2 | $232K | Buy |
5,424
+32
| +0.6% | +$1.37K | 0.16% | 63 |
|
|
2023
Q1 | $202K | Buy |
5,392
+29
| +0.5% | +$1.08K | 0.14% | 77 |
|
|
2022
Q4 | $221K | Buy |
5,363
+27
| +0.5% | +$1.11K | 0.17% | 62 |
|
|
2022
Q3 | $215K | Buy |
5,336
+36
| +0.7% | +$1.45K | 0.2% | 49 |
|
|
2022
Q2 | $208K | Buy |
+5,300
| New | +$208K | 0.22% | 49 |
|
|
2021
Q4 | $254K | Buy |
+5,300
| New | +$254K | 0.24% | 36 |
|
|
2021
Q1 | $257K | Buy |
+5,300
| New | +$257K | 0.27% | 39 |
|