Financial Insights’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 | $589K | Hold |
7,350
| – | – | 0.22% | 63 |
|
|
2025
Q1 | $528K | Hold |
7,350
| – | – | 0.21% | 60 |
|
|
2024
Q4 | $516K | Hold |
7,350
| – | – | 0.19% | 66 |
|
|
2024
Q3 | $415K | Sell |
7,350
-403
| -5% | -$22.8K | 0.13% | 98 |
|
|
2024
Q2 | $460K | Buy |
7,753
+4,078
| +111% | +$242K | 0.13% | 103 |
|
|
2024
Q1 | $213K | Buy |
+3,675
| New | +$213K | 0.06% | 156 |
|
|
2023
Q2 | – | Sell |
-7,090
| Closed | -$265K | – | 163 |
|
|
2023
Q1 | $265K | Sell |
7,090
-11,378
| -62% | -$425K | 0.11% | 144 |
|
|
2022
Q4 | $763K | Buy |
18,468
+6,956
| +60% | +$287K | 0.36% | 54 |
|
|
2022
Q3 | $463K | Buy |
+11,512
| New | +$463K | 0.31% | 67 |
|