First Pacific Financial’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 | $319K | Sell |
3,979
-66
| -2% | -$5.29K | 0.05% | 147 |
|
|
2025
Q1 | $290K | Buy |
4,045
+166
| +4% | +$11.9K | 0.06% | 120 |
|
|
2024
Q4 | $272K | Hold |
3,879
| – | – | 0.06% | 123 |
|
|
2024
Q3 | $219K | Hold |
3,879
| – | – | 0.05% | 125 |
|
|
2024
Q2 | $230K | Hold |
3,879
| – | – | 0.06% | 112 |
|
|
2024
Q1 | $225K | Sell |
3,879
-370
| -9% | -$21.4K | 0.06% | 115 |
|
|
2023
Q4 | $209K | Hold |
4,249
| – | – | 0.06% | 115 |
|
|
2023
Q3 | $174K | Hold |
4,249
| – | – | 0.08% | 109 |
|
|
2023
Q2 | $181K | Buy |
+4,249
| New | +$181K | 0.08% | 107 |
|
|
2022
Q4 | – | Sell |
-5,297
| Closed | -$213K | – | 110 |
|
|
2022
Q3 | $213K | Hold |
5,297
| – | – | 0.12% | 101 |
|
|
2022
Q2 | $207K | Hold |
5,297
| – | – | 0.1% | 103 |
|
|
2022
Q1 | $257K | Sell |
5,297
-1,650
| -24% | -$80.1K | 0.13% | 90 |
|
|
2021
Q4 | $333K | Sell |
6,947
-1,615
| -19% | -$77.4K | 0.16% | 91 |
|
|
2021
Q3 | $397K | Sell |
8,562
-500
| -6% | -$23.2K | 0.21% | 86 |
|
|
2021
Q2 | $410K | Sell |
9,062
-976
| -10% | -$44.2K | 0.23% | 84 |
|
|
2021
Q1 | $392K | Buy |
10,038
+2,370
| +31% | +$92.6K | 0.24% | 83 |
|
|
2020
Q4 | $231K | Sell |
7,668
-3,129
| -29% | -$94.3K | 0.14% | 95 |
|
|
2020
Q3 | $254K | Buy |
+10,797
| New | +$254K | 0.22% | 18 |
|