Fortitude Family Office’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 | $530K | Sell |
6,620
-827
| -11% | -$66.3K | 0.17% | 74 |
|
|
2025
Q1 | $535K | Hold |
7,447
| – | – | 0.19% | 66 |
|
|
2024
Q4 | $523K | Buy |
7,447
+535
| +8% | +$37.6K | 0.19% | 74 |
|
|
2024
Q3 | $390K | Buy |
6,912
+1,015
| +17% | +$57.3K | 0.15% | 83 |
|
|
2024
Q2 | $350K | Buy |
5,897
+203
| +4% | +$12.1K | 0.2% | 60 |
|
|
2024
Q1 | $330K | Buy |
5,694
+298
| +6% | +$17.3K | 0.22% | 61 |
|
|
2023
Q4 | $266K | Buy |
+5,396
| New | +$266K | 0.2% | 73 |
|