Focus Partners Wealth’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 | $20M | Buy |
249,655
+50,718
| +25% | +$4.06M | 0.04% | 360 |
|
|
2025
Q1 | $14.3M | Sell |
198,937
-4,119
| -2% | -$295K | 0.04% | 400 |
|
|
2024
Q4 | $14.3M | Sell |
203,056
-596
| -0.3% | -$41.8K | 0.04% | 384 |
|
|
2024
Q3 | $11.5M | Sell |
203,652
-56,394
| -22% | -$3.18M | 0.04% | 379 |
|
|
2024
Q2 | $15.4M | Buy |
260,046
+177,133
| +214% | +$10.5M | 0.05% | 285 |
|
|
2024
Q1 | $4.81M | Buy |
82,913
+64,759
| +357% | +$3.75M | 0.04% | 329 |
|
|
2023
Q4 | $894K | Buy |
+18,154
| New | +$894K | 0.01% | 471 |
|