Evernest Financial Advisors’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 | $452K | Sell |
5,647
-657
| -10% | -$52.6K | 0.15% | 115 |
|
|
2025
Q1 | $453K | Buy |
6,304
+963
| +18% | +$69.1K | 0.16% | 108 |
|
|
2024
Q4 | $375K | Buy |
5,341
+1,397
| +35% | +$98.1K | 0.1% | 121 |
|
|
2024
Q3 | $223K | Sell |
3,944
-43
| -1% | -$2.43K | 0.06% | 148 |
|
|
2024
Q2 | $237K | Buy |
+3,987
| New | +$237K | 0.11% | 119 |
|
|
2024
Q1 | – | Sell |
-5,459
| Closed | -$269K | – | 133 |
|
|
2023
Q4 | $269K | Buy |
+5,459
| New | +$269K | 0.14% | 112 |
|