Evoke Wealth’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 | $508K | Sell |
6,342
-1,310
| -17% | -$105K | 0.01% | 336 |
|
|
2025
Q1 | $549K | Buy |
7,652
+121
| +2% | +$8.69K | 0.01% | 263 |
|
|
2024
Q4 | $529K | Buy |
7,531
+1,341
| +22% | +$94.2K | 0.01% | 257 |
|
|
2024
Q3 | $350K | Buy |
+6,190
| New | +$350K | 0.01% | 311 |
|
|
2024
Q2 | – | Sell |
-7,663
| Closed | -$444K | – | 396 |
|
|
2024
Q1 | $444K | Buy |
+7,663
| New | +$444K | 0.01% | 268 |
|
|
2023
Q4 | – | Sell |
-5,378
| Closed | -$220K | – | 367 |
|
|
2023
Q3 | $220K | Sell |
5,378
-2,111
| -28% | -$86.2K | 0.01% | 339 |
|
|
2023
Q2 | $320K | Buy |
+7,489
| New | +$320K | 0.01% | 276 |
|
|
2022
Q4 | – | Sell |
-3,797
| Closed | -$153K | – | 1140 |
|
|
2022
Q3 | $153K | Sell |
3,797
-743
| -16% | -$29.9K | 0.01% | 361 |
|
|
2022
Q2 | $178K | Buy |
4,540
+34
| +0.8% | +$1.33K | 0.01% | 327 |
|
|
2022
Q1 | $218K | Buy |
4,506
+236
| +6% | +$11.4K | 0.01% | 341 |
|
|
2021
Q4 | $205K | Buy |
4,270
+302
| +8% | +$14.5K | 0.01% | 360 |
|
|
2021
Q3 | $184K | Sell |
3,968
-20,468
| -84% | -$949K | 0.01% | 350 |
|
|
2021
Q2 | $1.11M | Sell |
24,436
-17
| -0.1% | -$770 | 0.04% | 161 |
|
|
2021
Q1 | $955K | Sell |
24,453
-1,956
| -7% | -$76.4K | 0.04% | 158 |
|
|
2020
Q4 | $797K | Buy |
26,409
+13,044
| +98% | +$394K | 0.05% | 112 |
|
|
2020
Q3 | $314K | Buy |
13,365
+8,093
| +154% | +$190K | 0.03% | 171 |
|
|
2020
Q2 | $135K | Sell |
5,272
-2,159
| -29% | -$55.3K | 0.01% | 237 |
|
|
2020
Q1 | $213K | Sell |
7,431
-4,684
| -39% | -$134K | 0.03% | 174 |
|
|
2019
Q4 | $652K | Buy |
12,115
+343
| +3% | +$18.5K | 0.08% | 110 |
|
|
2019
Q3 | $594K | Buy |
+11,772
| New | +$594K | 0.07% | 135 |
|