Frazier Financial Advisors’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 | $85K | Sell |
1,061
-83
| -7% | -$6.65K | 0.06% | 109 |
|
|
2025
Q1 | $82.1K | Buy |
1,144
+2
| +0.2% | +$144 | 0.06% | 98 |
|
|
2024
Q4 | $80.4K | Sell |
1,142
-24
| -2% | -$1.69K | 0.06% | 98 |
|
|
2024
Q3 | $65.9K | Sell |
1,166
-441
| -27% | -$24.9K | 0.05% | 118 |
|
|
2024
Q2 | $95.4K | Buy |
1,607
+63
| +4% | +$3.74K | 0.08% | 99 |
|
|
2024
Q1 | $89.5K | Buy |
1,544
+79
| +5% | +$4.58K | 0.07% | 109 |
|
|
2023
Q4 | $72.1K | Buy |
+1,465
| New | +$72.1K | 0.06% | 110 |
|