FAM
Flaharty Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $133K | Hold |
1,657
| – | – | 0.03% | 100 |
|
|
2025
Q1 | $119K | Buy |
+1,657
| New | +$119K | 0.02% | 148 |
|
|
2024
Q4 | – | Sell |
-1,182
| Closed | -$66.8K | – | 435 |
|
|
2024
Q3 | $66.8K | Buy |
+1,182
| New | +$66.8K | 0.01% | 182 |
|
|
2023
Q4 | – | Sell |
-2,738
| Closed | -$112K | – | 453 |
|
|
2023
Q3 | $112K | Buy |
+2,738
| New | +$112K | 0.02% | 141 |
|
|
2018
Q2 | – | Sell |
-4,955
| Closed | -$254K | – | 98 |
|
|
2018
Q1 | $254K | Buy |
4,955
+1
| +0% | +$51 | 0.11% | 85 |
|
|
2017
Q4 | $307K | Sell |
4,954
-560
| -10% | -$34.7K | 0.13% | 74 |
|
|
2017
Q3 | $304K | Buy |
5,514
+5,508
| +91,800% | +$304K | 0.16% | 50 |
|
|
2017
Q2 | $307 | Buy |
+6
| New | +$307 | 0.17% | 45 |
|