Flagstone Financial Management’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 | $901K | Sell |
11,245
-168
| -1% | -$13.5K | 0.26% | 27 |
|
|
2025
Q1 | $819K | Buy |
11,413
+170
| +2% | +$12.2K | 0.26% | 26 |
|
|
2024
Q4 | $790K | Sell |
11,243
-93
| -0.8% | -$6.53K | 0.26% | 25 |
|
|
2024
Q3 | $640K | Sell |
11,336
-73
| -0.6% | -$4.12K | 0.21% | 28 |
|
|
2024
Q2 | $678K | Buy |
11,409
+233
| +2% | +$13.8K | 0.25% | 25 |
|
|
2024
Q1 | $648K | Sell |
11,176
-28
| -0.2% | -$1.62K | 0.25% | 26 |
|
|
2023
Q4 | $551K | Buy |
11,204
+800
| +8% | +$39.4K | 0.23% | 28 |
|
|
2023
Q3 | $425K | Hold |
10,404
| – | – | 0.19% | 29 |
|
|
2023
Q2 | $444K | Sell |
10,404
-150
| -1% | -$6.4K | 0.21% | 29 |
|
|
2023
Q1 | $394K | Buy |
10,554
+1
| +0% | +$37 | 0.2% | 30 |
|
|
2022
Q4 | $436K | Buy |
+10,553
| New | +$436K | 0.27% | 27 |
|