Family CFO’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 | $108K | Hold |
1,347
| – | – | 0.05% | 46 |
|
|
2025
Q1 | $96.7K | Hold |
1,347
| – | – | 0.05% | 45 |
|
|
2024
Q4 | $94.6K | Hold |
1,347
| – | – | 0.05% | 43 |
|
|
2024
Q3 | $76.1K | Hold |
1,347
| – | – | 0.04% | 45 |
|
|
2024
Q2 | $80K | Hold |
1,347
| – | – | 0.05% | 38 |
|
|
2024
Q1 | $78.1K | Hold |
1,347
| – | – | 0.05% | 39 |
|
|
2023
Q4 | $66.3K | Hold |
1,347
| – | – | 0.04% | 39 |
|
|
2023
Q3 | $55K | Hold |
1,347
| – | – | 0.04% | 42 |
|
|
2023
Q2 | $57.5K | Hold |
1,347
| – | – | 0.04% | 41 |
|
|
2023
Q1 | $50.4K | Hold |
1,347
| – | – | 0.04% | 40 |
|
|
2022
Q4 | $55.6K | Hold |
1,347
| – | – | 0.05% | 39 |
|
|
2022
Q3 | $54.2K | Hold |
1,347
| – | – | 0.06% | 36 |
|
|
2022
Q2 | $52.8K | Hold |
1,347
| – | – | 0.06% | 36 |
|
|
2022
Q1 | $65K | Hold |
1,347
| – | – | 0.07% | 37 |
|
|
2021
Q4 | $65K | Buy |
+1,347
| New | +$65K | 0.06% | 36 |
|