Empower Advisory 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 | $8.16M | Buy |
101,856
+18,562
| +22% | +$1.49M | 0.02% | 168 |
|
|
2025
Q1 | $5.98M | Sell |
83,294
-11,787
| -12% | -$846K | 0.02% | 176 |
|
|
2024
Q4 | $6.68M | Buy |
95,081
+15,473
| +19% | +$1.09M | 0.02% | 177 |
|
|
2024
Q3 | $4.5M | Buy |
79,608
+8,222
| +12% | +$464K | 0.02% | 180 |
|
|
2024
Q2 | $4.24M | Buy |
71,386
+5,815
| +9% | +$345K | 0.02% | 180 |
|
|
2024
Q1 | $3.8M | Buy |
65,571
+9,936
| +18% | +$576K | 0.01% | 184 |
|
|
2023
Q4 | $2.74M | Buy |
55,635
+23,209
| +72% | +$1.14M | 0.01% | 199 |
|
|
2023
Q3 | $1.32M | Sell |
32,426
-2,900
| -8% | -$118K | 0.01% | 214 |
|
|
2023
Q2 | $1.51M | Buy |
35,326
+16,996
| +93% | +$725K | 0.01% | 221 |
|
|
2023
Q1 | $691K | Buy |
+18,330
| New | +$691K | ﹤0.01% | 271 |
|