Endowment 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 | $291K | Sell |
3,638
-22
| -0.6% | -$1.76K | 0.15% | 113 |
|
|
2025
Q1 | $263K | Buy |
3,660
+40
| +1% | +$2.87K | 0.17% | 113 |
|
|
2024
Q4 | $254K | Buy |
3,620
+20
| +0.6% | +$1.41K | 0.17% | 109 |
|
|
2024
Q3 | $203K | Sell |
3,600
-66
| -2% | -$3.73K | 0.13% | 125 |
|
|
2024
Q2 | $218K | Buy |
3,666
+66
| +2% | +$3.92K | 0.16% | 113 |
|
|
2024
Q1 | $209K | Buy |
+3,600
| New | +$209K | 0.16% | 119 |
|