Financial Freedom LLC’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 | $97K | Buy |
1,212
+5
| +0.4% | +$400 | 0.05% | 136 |
|
|
2025
Q1 | $86.7K | Buy |
1,207
+3
| +0.2% | +$215 | 0.05% | 142 |
|
|
2024
Q4 | $84.6K | Buy |
1,204
+4
| +0.3% | +$281 | 0.04% | 137 |
|
|
2024
Q3 | $67.8K | Buy |
1,200
+5
| +0.4% | +$283 | 0.04% | 153 |
|
|
2024
Q2 | $71K | Buy |
1,195
+618
| +107% | +$36.7K | 0.04% | 146 |
|
|
2024
Q1 | $33.4K | Buy |
577
+2
| +0.3% | +$116 | 0.02% | 182 |
|
|
2023
Q4 | $28.3K | Buy |
575
+3
| +0.5% | +$148 | 0.02% | 194 |
|
|
2023
Q3 | $23.4K | Sell |
572
-18
| -3% | -$736 | 0.02% | 199 |
|
|
2023
Q2 | $25.2K | Buy |
590
+3
| +0.5% | +$128 | 0.02% | 193 |
|
|
2023
Q1 | $22K | Buy |
587
+2
| +0.3% | +$75 | 0.02% | 203 |
|
|
2022
Q4 | $24.2K | Buy |
+585
| New | +$24.2K | 0.02% | 195 |
|