Dynasty 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 | $1.76M | Sell |
21,908
-2,985
| -12% | -$239K | 0.03% | 95 |
|
|
2025
Q1 | $1.79M | Buy |
24,893
+207
| +0.8% | +$14.9K | 0.03% | 101 |
|
|
2024
Q4 | $1.73M | Sell |
24,686
-2,232
| -8% | -$157K | 0.03% | 108 |
|
|
2024
Q3 | $1.52M | Sell |
26,918
-4,263
| -14% | -$241K | 0.05% | 95 |
|
|
2024
Q2 | $1.85M | Buy |
31,181
+1,865
| +6% | +$111K | 0.05% | 82 |
|
|
2024
Q1 | $1.7M | Buy |
+29,316
| New | +$1.7M | 0.05% | 77 |
|
|
2018
Q4 | – | Sell |
-8,146
| Closed | -$428K | – | 106 |
|
|
2018
Q3 | $428K | Buy |
+8,146
| New | +$428K | 0.55% | 47 |
|
|
2018
Q1 | – | Sell |
-4,310
| Closed | -$261K | – | 98 |
|
|
2017
Q4 | $261K | Buy |
+4,310
| New | +$261K | 0.45% | 74 |
|