Envestnet Portfolio Solutions’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 | $5.8M | Sell |
72,413
-6,345
| -8% | -$508K | 0.02% | 326 |
|
|
2025
Q1 | $5.65M | Sell |
78,758
-50,546
| -39% | -$3.63M | 0.02% | 333 |
|
|
2024
Q4 | $9.08M | Sell |
129,304
-2,249
| -2% | -$158K | 0.03% | 268 |
|
|
2024
Q3 | $7.43M | Sell |
131,553
-11,085
| -8% | -$626K | 0.02% | 306 |
|
|
2024
Q2 | $8.47M | Sell |
142,638
-18,741
| -12% | -$1.11M | 0.03% | 264 |
|
|
2024
Q1 | $9.35M | Sell |
161,379
-9,031
| -5% | -$523K | 0.04% | 236 |
|
|
2023
Q4 | $8.39M | Buy |
170,410
+15,126
| +10% | +$745K | 0.03% | 229 |
|
|
2023
Q3 | $6.34M | Buy |
+155,284
| New | +$6.34M | 0.03% | 256 |
|