Financial Perspectives’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 | $94.8K | Hold |
1,183
| – | – | 0.03% | 229 |
|
|
2025
Q1 | $84.9K | Sell |
1,183
-210
| -15% | -$15.1K | 0.03% | 231 |
|
|
2024
Q4 | $97.8K | Buy |
1,393
+382
| +38% | +$26.8K | 0.03% | 217 |
|
|
2024
Q3 | $57.1K | Hold |
1,011
| – | – | 0.02% | 268 |
|
|
2024
Q2 | $60.1K | Hold |
1,011
| – | – | 0.02% | 259 |
|
|
2024
Q1 | $58.6K | Sell |
1,011
-5,141
| -84% | -$298K | 0.02% | 262 |
|
|
2023
Q4 | $303K | Buy |
6,152
+1
| +0% | +$49 | 0.12% | 105 |
|
|
2023
Q3 | $251K | Buy |
6,151
+3,946
| +179% | +$161K | 0.12% | 106 |
|
|
2023
Q2 | $94.1K | Buy |
2,205
+6
| +0.3% | +$256 | 0.04% | 197 |
|
|
2023
Q1 | $82.2K | Buy |
2,199
+6
| +0.3% | +$224 | 0.04% | 211 |
|
|
2022
Q4 | $90.6K | Buy |
2,193
+5
| +0.2% | +$206 | 0.05% | 185 |
|
|
2022
Q3 | $88K | Buy |
2,188
+6
| +0.3% | +$241 | 0.05% | 181 |
|
|
2022
Q2 | $85.5K | Buy |
2,182
+4
| +0.2% | +$157 | 0.05% | 185 |
|
|
2022
Q1 | $106K | Buy |
2,178
+839
| +63% | +$40.7K | 0.05% | 185 |
|
|
2021
Q4 | $64.2K | Hold |
1,339
| – | – | 0.03% | 221 |
|
|
2021
Q3 | $62.1K | Sell |
1,339
-521
| -28% | -$24.2K | 0.03% | 218 |
|
|
2021
Q2 | $84.2K | Sell |
1,860
-70,810
| -97% | -$3.21M | 0.04% | 206 |
|
|
2021
Q1 | $1.86M | Buy |
72,670
+70,810
| +3,807% | +$1.81M | 0.09% | 148 |
|
|
2020
Q4 | $56.1K | Sell |
1,860
-808
| -30% | -$24.4K | 0.03% | 215 |
|
|
2020
Q3 | $62.7K | Hold |
2,668
| – | – | 0.04% | 185 |
|
|
2020
Q2 | $68.3K | Hold |
2,668
| – | – | 0.05% | 165 |
|
|
2020
Q1 | $76.6K | Hold |
2,668
| – | – | 0.06% | 132 |
|
|
2019
Q4 | $144K | Buy |
+2,668
| New | +$144K | 0.1% | 100 |
|