Fiduciary Alliance’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 | $1.34M | Sell |
16,748
-2,298
| -12% | -$184K | 0.1% | 189 |
|
|
2025
Q1 | $1.37M | Sell |
19,046
-2,621
| -12% | -$188K | 0.13% | 142 |
|
|
2024
Q4 | $1.52M | Buy |
+21,667
| New | +$1.52M | 0.15% | 127 |
|
|
2023
Q3 | – | Sell |
-233
| Closed | -$9.94K | – | 950 |
|
|
2023
Q2 | $9.94K | Buy |
+233
| New | +$9.94K | ﹤0.01% | 563 |
|
|
2023
Q1 | – | Sell |
-233
| Closed | -$9.62K | – | 871 |
|
|
2022
Q4 | $9.62K | Buy |
+233
| New | +$9.62K | ﹤0.01% | 416 |
|