Forum 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 | $4.32M | Sell |
53,886
-2,202
| -4% | -$176K | 0.07% | 64 |
|
|
2025
Q1 | $4.03M | Buy |
56,088
+192
| +0.3% | +$13.8K | 0.07% | 63 |
|
|
2024
Q4 | $3.93M | Buy |
55,896
+7,139
| +15% | +$501K | 0.07% | 65 |
|
|
2024
Q3 | $2.75M | Sell |
48,757
-1,384
| -3% | -$78.2K | 0.05% | 75 |
|
|
2024
Q2 | $2.98M | Buy |
50,141
+203
| +0.4% | +$12.1K | 0.05% | 66 |
|
|
2024
Q1 | $2.89M | Sell |
49,938
-641
| -1% | -$37.2K | 0.05% | 82 |
|
|
2023
Q4 | $2.49M | Sell |
50,579
-529
| -1% | -$26K | 0.05% | 76 |
|
|
2023
Q3 | $2.09M | Buy |
51,108
+9,168
| +22% | +$375K | 0.05% | 84 |
|
|
2023
Q2 | $1.79M | Buy |
41,940
+1,021
| +2% | +$43.6K | 0.04% | 93 |
|
|
2023
Q1 | $1.53M | Buy |
40,919
+284
| +0.7% | +$10.6K | 0.04% | 99 |
|
|
2022
Q4 | $1.68M | Sell |
40,635
-89
| -0.2% | -$3.68K | 0.06% | 83 |
|
|
2022
Q3 | $1.64M | Buy |
40,724
+3,407
| +9% | +$137K | 0.08% | 70 |
|
|
2022
Q2 | $1.46M | Sell |
37,317
-1,623
| -4% | -$63.6K | 0.07% | 85 |
|
|
2022
Q1 | $1.89M | Sell |
38,940
-176
| -0.4% | -$8.53K | 0.09% | 68 |
|
|
2021
Q4 | $1.88M | Buy |
+39,116
| New | +$1.88M | 0.1% | 66 |
|