Founders Financial Alliance’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 | $396K | Sell |
4,942
-1,479
| -23% | -$118K | 0.09% | 216 |
|
|
2025
Q1 | $461K | Sell |
6,421
-514
| -7% | -$36.9K | 0.11% | 189 |
|
|
2024
Q4 | $487K | Buy |
6,935
+75
| +1% | +$5.27K | 0.13% | 147 |
|
|
2024
Q3 | $388K | Sell |
6,860
-490
| -7% | -$27.7K | 0.11% | 185 |
|
|
2024
Q2 | $437K | Buy |
7,350
+378
| +5% | +$22.5K | 0.13% | 156 |
|
|
2024
Q1 | $404K | Sell |
6,972
-218
| -3% | -$12.6K | 0.12% | 175 |
|
|
2023
Q4 | $354K | Sell |
7,190
-325
| -4% | -$16K | 0.14% | 161 |
|
|
2023
Q3 | $307K | Sell |
7,515
-439
| -6% | -$17.9K | 0.13% | 166 |
|
|
2023
Q2 | $339K | Buy |
7,954
+694
| +10% | +$29.6K | 0.13% | 165 |
|
|
2023
Q1 | $277K | Sell |
7,260
-232
| -3% | -$8.86K | 0.14% | 159 |
|
|
2022
Q4 | $309K | Sell |
7,492
-47
| -0.6% | -$1.94K | 0.14% | 159 |
|
|
2022
Q3 | $303K | Sell |
7,539
-11,645
| -61% | -$468K | 0.15% | 148 |
|
|
2022
Q2 | $751K | Buy |
19,184
+11,677
| +156% | +$457K | 0.38% | 71 |
|
|
2022
Q1 | $364K | Sell |
7,507
-37
| -0.5% | -$1.79K | 0.16% | 138 |
|
|
2021
Q4 | $362K | Buy |
7,544
+2
| +0% | +$96 | 0.15% | 159 |
|
|
2021
Q3 | $350K | Sell |
7,542
-98
| -1% | -$4.55K | 0.16% | 142 |
|
|
2021
Q2 | $347K | Buy |
7,640
+114
| +2% | +$5.18K | 0.16% | 150 |
|
|
2021
Q1 | $339K | Sell |
7,526
-70
| -0.9% | -$3.15K | 0.17% | 137 |
|
|
2020
Q4 | $228K | Sell |
7,596
-390
| -5% | -$11.7K | 0.13% | 177 |
|
|
2020
Q3 | $188K | Buy |
+7,986
| New | +$188K | 0.11% | 167 |
|