Diversified’s Wells Fargo WFC Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q3
$366K Sell
6,474
-304
-4% -$17.2K 0.04% 156
2024
Q2
$403K Buy
6,778
+758
+13% +$45K 0.05% 138
2024
Q1
$349K Sell
6,020
-2
-0% -$116 0.05% 112
2023
Q4
$296K Buy
+6,022
New +$296K 0.06% 115