FSA Wealth 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 | $48K | Buy |
599
+1
| +0.2% | +$80 | 0.02% | 154 |
|
|
2025
Q1 | $43K | Hold |
598
| – | – | 0.02% | 164 |
|
|
2024
Q4 | $42K | Hold |
598
| – | – | 0.02% | 164 |
|
|
2024
Q3 | $33.8K | Buy |
+598
| New | +$33.8K | 0.01% | 195 |
|
|
2024
Q1 | $52K | Hold |
897
| – | – | 0.02% | 146 |
|
|
2023
Q4 | $44K | Buy |
+897
| New | +$44K | 0.02% | 153 |
|
|
2021
Q1 | – | Sell |
-425
| Closed | -$13K | – | 242 |
|
|
2020
Q4 | $13K | Buy |
+425
| New | +$13K | 0.01% | 241 |
|
|
2020
Q3 | – | Sell |
-725
| Closed | -$19K | – | 361 |
|
|
2020
Q2 | $19K | Buy |
725
+300
| +71% | +$7.86K | 0.01% | 203 |
|
|
2020
Q1 | $12K | Sell |
425
-319
| -43% | -$9.01K | 0.01% | 228 |
|
|
2019
Q4 | $40K | Buy |
+744
| New | +$40K | 0.03% | 152 |
|