FSB Premier 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 | $2.77M | Buy |
34,573
+5,707
| +20% | +$457K | 0.99% | 26 |
|
|
2025
Q1 | $2.07M | Buy |
28,866
+3,908
| +16% | +$281K | 0.81% | 34 |
|
|
2024
Q4 | $1.75M | Sell |
24,958
-738
| -3% | -$51.8K | 0.7% | 38 |
|
|
2024
Q3 | $1.45M | Buy |
25,696
+4,295
| +20% | +$243K | 0.59% | 41 |
|
|
2024
Q2 | $1.27M | Buy |
21,401
+5,682
| +36% | +$337K | 0.57% | 41 |
|
|
2024
Q1 | $911K | Buy |
15,719
+3,466
| +28% | +$201K | 0.42% | 55 |
|
|
2023
Q4 | $603K | Buy |
12,253
+1,931
| +19% | +$95K | 0.3% | 73 |
|
|
2023
Q3 | $422K | Buy |
10,322
+554
| +6% | +$22.6K | 0.23% | 91 |
|
|
2023
Q2 | $417K | Sell |
9,768
-246
| -2% | -$10.5K | 0.23% | 89 |
|
|
2023
Q1 | $374K | Buy |
10,014
+3,809
| +61% | +$142K | 0.21% | 97 |
|
|
2022
Q4 | $256K | Buy |
6,205
+1,209
| +24% | +$49.9K | 0.14% | 125 |
|
|
2022
Q3 | $200K | Buy |
+4,996
| New | +$200K | 0.12% | 129 |
|
|
2022
Q1 | – | Sell |
-3,077
| Closed | -$147K | – | 503 |
|
|
2021
Q4 | $147K | Buy |
+3,077
| New | +$147K | 0.06% | 147 |
|