Fiduciary Family Office’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 | $3.01M | Sell |
37,621
-1,327
| -3% | -$106K | 0.99% | 15 |
|
|
2025
Q1 | $2.8M | Buy |
+38,948
| New | +$2.8M | 0.93% | 13 |
|
|
2024
Q4 | – | Sell |
-42,391
| Closed | -$2.39M | – | 241 |
|
|
2024
Q3 | $2.39M | Sell |
42,391
-2,582
| -6% | -$146K | 0.79% | 19 |
|
|
2024
Q2 | $2.67M | Sell |
44,973
-2,339
| -5% | -$139K | 1.05% | 13 |
|
|
2024
Q1 | $2.74M | Buy |
47,312
+13,914
| +42% | +$806K | 1.08% | 12 |
|
|
2023
Q4 | $1.64M | Buy |
+33,398
| New | +$1.64M | 0.72% | 24 |
|