Everhart Financial 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 | $1.69M | Buy |
21,051
+1,561
| +8% | +$125K | 0.19% | 72 |
|
|
2025
Q1 | $1.4M | Buy |
19,490
+926
| +5% | +$66.5K | 0.19% | 75 |
|
|
2024
Q4 | $1.3M | Buy |
18,564
+1,897
| +11% | +$133K | 0.27% | 70 |
|
|
2024
Q3 | $942K | Buy |
16,667
+1,392
| +9% | +$78.6K | 0.21% | 110 |
|
|
2024
Q2 | $907K | Buy |
15,275
+5,055
| +49% | +$300K | 0.24% | 88 |
|
|
2024
Q1 | $592K | Buy |
10,220
+1,922
| +23% | +$111K | 0.17% | 124 |
|
|
2023
Q4 | $408K | Sell |
8,298
-561
| -6% | -$27.6K | 0.14% | 139 |
|
|
2023
Q3 | $362K | Buy |
8,859
+1,473
| +20% | +$60.2K | 0.15% | 127 |
|
|
2023
Q2 | $315K | Buy |
7,386
+1,239
| +20% | +$52.9K | 0.13% | 153 |
|
|
2023
Q1 | $230K | Buy |
+6,147
| New | +$230K | 0.1% | 174 |
|
|
2022
Q4 | – | Sell |
-10,351
| Closed | -$417K | – | 228 |
|
|
2022
Q3 | $417K | Buy |
10,351
+4,965
| +92% | +$200K | 0.23% | 83 |
|
|
2022
Q2 | $211K | Sell |
5,386
-1,851
| -26% | -$72.5K | 0.13% | 173 |
|
|
2022
Q1 | $351K | Buy |
+7,237
| New | +$351K | 0.2% | 92 |
|