DHJJ Financial 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 | $8.41K | Hold |
105
| – | – | ﹤0.01% | 563 |
|
|
2025
Q1 | $7.52K | Hold |
105
| – | – | ﹤0.01% | 536 |
|
|
2024
Q4 | $7.35K | Buy |
105
+1
| +1% | +$70 | ﹤0.01% | 526 |
|
|
2024
Q3 | $5.9K | Hold |
104
| – | – | ﹤0.01% | 534 |
|
|
2024
Q2 | $6.19K | Hold |
104
| – | – | ﹤0.01% | 497 |
|
|
2024
Q1 | $6.03K | Buy |
104
+12
| +13% | +$695 | ﹤0.01% | 488 |
|
|
2023
Q4 | $4.52K | Sell |
92
-211
| -70% | -$10.4K | ﹤0.01% | 496 |
|
|
2023
Q3 | $12.4K | Buy |
+303
| New | +$12.4K | 0.01% | 409 |
|