Fortem Financial Group’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 | $405K | Sell |
5,059
-1,700
| -25% | -$136K | 0.13% | 119 |
|
|
2025
Q1 | $485K | Buy |
6,759
+150
| +2% | +$10.8K | 0.19% | 126 |
|
|
2024
Q4 | $464K | Sell |
6,609
-149
| -2% | -$10.5K | 0.18% | 121 |
|
|
2024
Q3 | $382K | Sell |
6,758
-142
| -2% | -$8.02K | 0.16% | 133 |
|
|
2024
Q2 | $410K | Sell |
6,900
-187
| -3% | -$11.1K | 0.18% | 119 |
|
|
2024
Q1 | $411K | Buy |
7,087
+707
| +11% | +$41K | 0.18% | 126 |
|
|
2023
Q4 | $314K | Sell |
6,380
-567
| -8% | -$27.9K | 0.16% | 137 |
|
|
2023
Q3 | $284K | Sell |
6,947
-1,627
| -19% | -$66.5K | 0.17% | 137 |
|
|
2023
Q2 | $366K | Sell |
8,574
-1,392
| -14% | -$59.4K | 0.22% | 113 |
|
|
2023
Q1 | $373K | Sell |
9,966
-977
| -9% | -$36.5K | 0.24% | 111 |
|
|
2022
Q4 | $452K | Sell |
10,943
-991
| -8% | -$40.9K | 0.26% | 106 |
|
|
2022
Q3 | $480K | Sell |
11,934
-3,492
| -23% | -$140K | 0.33% | 92 |
|
|
2022
Q2 | $604K | Sell |
15,426
-4,379
| -22% | -$171K | 0.39% | 83 |
|
|
2022
Q1 | $960K | Buy |
19,805
+8,342
| +73% | +$404K | 0.42% | 87 |
|
|
2021
Q4 | $550K | Buy |
11,463
+2,604
| +29% | +$125K | 0.25% | 113 |
|
|
2021
Q3 | $411K | Buy |
+8,859
| New | +$411K | 0.21% | 119 |
|
|
2021
Q1 | – | Sell |
-236
| Closed | -$7K | – | 433 |
|
|
2020
Q4 | $7K | Buy |
+236
| New | +$7K | ﹤0.01% | 378 |
|