Ellenbecker Investment Group’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 | $318K | Buy |
3,964
+20
| +0.5% | +$1.6K | 0.05% | 89 |
|
|
2025
Q1 | $283K | Buy |
3,944
+19
| +0.5% | +$1.36K | 0.05% | 94 |
|
|
2024
Q4 | $276K | Sell |
3,925
-493
| -11% | -$34.6K | 0.05% | 93 |
|
|
2024
Q3 | $250K | Buy |
4,418
+164
| +4% | +$9.26K | 0.05% | 99 |
|
|
2024
Q2 | $253K | Sell |
4,254
-322
| -7% | -$19.1K | 0.05% | 99 |
|
|
2024
Q1 | $265K | Buy |
4,576
+373
| +9% | +$21.6K | 0.06% | 91 |
|
|
2023
Q4 | $206K | Buy |
+4,203
| New | +$206K | 0.05% | 97 |
|
|
2021
Q4 | – | Sell |
-4,622
| Closed | -$214K | – | 91 |
|
|
2021
Q3 | $214K | Buy |
4,622
+19
| +0.4% | +$880 | 0.07% | 69 |
|
|
2021
Q2 | $208K | Buy |
+4,603
| New | +$208K | 0.07% | 68 |
|