Financial Connections Group’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 | $19K | Hold |
241
| – | – | 0.01% | 148 |
|
|
2025
Q1 | $17K | Hold |
241
| – | – | 0.01% | 139 |
|
|
2024
Q4 | $16K | Hold |
241
| – | – | 0.01% | 136 |
|
|
2024
Q3 | $13K | Hold |
241
| – | – | 0.01% | 144 |
|
|
2024
Q2 | $14K | Buy |
+241
| New | +$14K | 0.01% | 174 |
|
|
2024
Q1 | – | Sell |
-241
| Closed | -$11K | – | 279 |
|
|
2023
Q4 | $11K | Buy |
+241
| New | +$11K | 0.01% | 167 |
|
|
2023
Q3 | – | Sell |
-741
| Closed | -$31K | – | 249 |
|
|
2023
Q2 | $31K | Buy |
741
+550
| +288% | +$23K | 0.02% | 132 |
|
|
2023
Q1 | $7K | Sell |
191
-50
| -21% | -$1.83K | 0.01% | 188 |
|
|
2022
Q4 | $9K | Hold |
241
| – | – | 0.01% | 172 |
|
|
2022
Q3 | $9K | Sell |
241
-500
| -67% | -$18.7K | 0.01% | 156 |
|
|
2022
Q2 | $29K | Hold |
741
| – | – | 0.03% | 124 |
|
|
2022
Q1 | $35K | Hold |
741
| – | – | 0.04% | 120 |
|
|
2021
Q4 | $35K | Buy |
+741
| New | +$35K | 0.03% | 123 |
|