Farther Finance 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 | $7.74M | Buy |
96,603
+8,809
| +10% | +$706K | 0.15% | 124 |
|
|
2025
Q1 | $6.26M | Buy |
87,794
+8,252
| +10% | +$588K | 0.16% | 127 |
|
|
2024
Q4 | $5.59M | Buy |
79,542
+856
| +1% | +$60.1K | 0.2% | 101 |
|
|
2024
Q3 | $4.44M | Buy |
78,686
+1,820
| +2% | +$103K | 0.17% | 110 |
|
|
2024
Q2 | $4.66M | Buy |
76,866
+63,454
| +473% | +$3.84M | 0.23% | 80 |
|
|
2024
Q1 | $773K | Buy |
13,412
+1,944
| +17% | +$112K | 0.05% | 302 |
|
|
2023
Q4 | $564K | Buy |
11,468
+5,118
| +81% | +$252K | 0.04% | 325 |
|
|
2023
Q3 | $259K | Buy |
6,350
+1,912
| +43% | +$78.1K | 0.04% | 325 |
|
|
2023
Q2 | $189K | Buy |
4,438
+816
| +23% | +$34.8K | 0.04% | 322 |
|
|
2023
Q1 | $135K | Buy |
3,622
+1,014
| +39% | +$37.9K | 0.04% | 330 |
|
|
2022
Q4 | $108K | Buy |
+2,608
| New | +$108K | 0.04% | 310 |
|