ERn Financial LLC’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 | – | Sell |
-4,814
| Closed | -$346K | – | 185 |
|
|
2025
Q1 | $346K | Sell |
4,814
-67
| -1% | -$4.81K | 0.05% | 153 |
|
|
2024
Q4 | $343K | Sell |
4,881
-2,514
| -34% | -$177K | 0.05% | 161 |
|
|
2024
Q3 | $418K | Buy |
7,395
+33
| +0.4% | +$1.86K | 0.06% | 152 |
|
|
2024
Q2 | $437K | Buy |
7,362
+612
| +9% | +$36.3K | 0.07% | 146 |
|
|
2024
Q1 | $391K | Sell |
6,750
-194
| -3% | -$11.2K | 0.07% | 151 |
|
|
2023
Q4 | $322K | Buy |
+6,944
| New | +$322K | 0.06% | 153 |
|