Faithward 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 | $203K | Buy |
+2,538
| New | +$203K | 0.03% | 259 |
|
|
2024
Q4 | – | Sell |
-7,405
| Closed | -$418K | – | 302 |
|
|
2024
Q3 | $418K | Sell |
7,405
-80
| -1% | -$4.52K | 0.07% | 188 |
|
|
2024
Q2 | $445K | Sell |
7,485
-234
| -3% | -$13.9K | 0.08% | 172 |
|
|
2024
Q1 | $447K | Buy |
+7,719
| New | +$447K | 0.08% | 167 |
|
|
2022
Q2 | – | Sell |
-5,932
| Closed | -$287K | – | 287 |
|
|
2022
Q1 | $287K | Hold |
5,932
| – | – | 0.06% | 129 |
|
|
2021
Q4 | $285K | Hold |
5,932
| – | – | 0.05% | 136 |
|
|
2021
Q3 | $275K | Sell |
5,932
-215
| -3% | -$9.97K | 0.05% | 150 |
|
|
2021
Q2 | $278K | Buy |
6,147
+80
| +1% | +$3.62K | 0.06% | 144 |
|
|
2021
Q1 | $237K | Buy |
+6,067
| New | +$237K | 0.05% | 148 |
|
|
2020
Q3 | – | Sell |
-8,951
| Closed | -$229K | – | 234 |
|
|
2020
Q2 | $229K | Buy |
8,951
+1,445
| +19% | +$37K | 0.06% | 124 |
|
|
2020
Q1 | $215K | Hold |
7,506
| – | – | 0.06% | 147 |
|
|
2019
Q4 | $404K | Sell |
7,506
-643
| -8% | -$34.6K | 0.1% | 107 |
|
|
2019
Q3 | $411K | Buy |
+8,149
| New | +$411K | 0.09% | 69 |
|