Dogwood 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 | $20.2K | Buy |
248
+17
| +7% | +$1.39K | 0.01% | 171 |
|
|
2025
Q1 | $16.6K | Buy |
+231
| New | +$16.6K | 0.01% | 166 |
|
|
2024
Q4 | – | Hold |
0
| – | -$28 | – | 647 |
|
|
2024
Q3 | – | Hold |
0
| – | -$29 | – | 199 |
|
|
2024
Q2 | – | Hold |
0
| – | -$26 | – | 245 |
|
|
2024
Q1 | – | Sell |
-1
| Closed | -$35 | – | 244 |
|
|
2023
Q4 | $35 | Buy |
+1
| New | +$35 | ﹤0.01% | 219 |
|