Element Wealth’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 | $905K | Sell |
11,300
-556
| -5% | -$44.5K | 0.42% | 58 |
|
|
2025
Q1 | $851K | Sell |
11,856
-195
| -2% | -$14K | 0.46% | 52 |
|
|
2024
Q4 | $846K | Sell |
12,051
-191
| -2% | -$13.4K | 0.44% | 50 |
|
|
2024
Q3 | $692K | Sell |
12,242
-186
| -1% | -$10.5K | 0.37% | 55 |
|
|
2024
Q2 | $738K | Sell |
12,428
-382
| -3% | -$22.7K | 0.42% | 48 |
|
|
2024
Q1 | $742K | Sell |
12,810
-3,079
| -19% | -$178K | 0.43% | 45 |
|
|
2023
Q4 | $782K | Sell |
15,889
-1
| -0% | -$49 | 0.49% | 41 |
|
|
2023
Q3 | $649K | Buy |
15,890
+171
| +1% | +$6.99K | 0.47% | 42 |
|
|
2023
Q2 | $671K | Sell |
15,719
-319
| -2% | -$13.6K | 0.47% | 39 |
|
|
2023
Q1 | $599K | Buy |
16,038
+92
| +0.6% | +$3.44K | 0.45% | 40 |
|
|
2022
Q4 | $658K | Sell |
15,946
-130
| -0.8% | -$5.37K | 0.54% | 34 |
|
|
2022
Q3 | $647K | Buy |
16,076
+455
| +3% | +$18.3K | 0.6% | 25 |
|
|
2022
Q2 | $612K | Buy |
15,621
+482
| +3% | +$18.9K | 0.61% | 31 |
|
|
2022
Q1 | $734K | Sell |
15,139
-625
| -4% | -$30.3K | 0.59% | 29 |
|
|
2021
Q4 | $756K | Sell |
15,764
-128
| -0.8% | -$6.14K | 0.57% | 29 |
|
|
2021
Q3 | $738K | Sell |
15,892
-30
| -0.2% | -$1.39K | 0.59% | 27 |
|
|
2021
Q2 | $721K | Buy |
15,922
+209
| +1% | +$9.46K | 0.56% | 28 |
|
|
2021
Q1 | $614K | Sell |
15,713
-168
| -1% | -$6.57K | 0.51% | 29 |
|
|
2020
Q4 | $479K | Buy |
15,881
+16
| +0.1% | +$483 | 0.44% | 44 |
|
|
2020
Q3 | $373K | Buy |
15,865
+3,168
| +25% | +$74.5K | 0.4% | 47 |
|
|
2020
Q2 | $325K | Buy |
12,697
+3,619
| +40% | +$92.6K | 0.37% | 51 |
|
|
2020
Q1 | $261K | Buy |
+9,078
| New | +$261K | 0.36% | 52 |
|