Financial Management Network’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 | $315K | Buy |
+3,770
| New | +$315K | 0.06% | 138 |
|
|
2025
Q1 | – | Sell |
-3,136
| Closed | -$224K | – | 166 |
|
|
2024
Q4 | $224K | Sell |
3,136
-509
| -14% | -$36.3K | 0.05% | 151 |
|
|
2024
Q3 | $208K | Buy |
3,645
+66
| +2% | +$3.76K | 0.04% | 164 |
|
|
2024
Q2 | $213K | Sell |
3,579
-149
| -4% | -$8.88K | 0.05% | 143 |
|
|
2024
Q1 | $211K | Buy |
+3,728
| New | +$211K | 0.05% | 150 |
|