FSC Wealth 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 | – | Sell |
-68
| Closed | -$4.88K | – | 257 |
|
|
2025
Q1 | $4.88K | Hold |
68
| – | – | ﹤0.01% | 226 |
|
|
2024
Q4 | $4.78K | Hold |
68
| – | – | ﹤0.01% | 233 |
|
|
2024
Q3 | $3.84K | Hold |
68
| – | – | ﹤0.01% | 232 |
|
|
2024
Q2 | $4.04K | Hold |
68
| – | – | ﹤0.01% | 236 |
|
|
2024
Q1 | $3.94K | Hold |
68
| – | – | ﹤0.01% | 228 |
|
|
2023
Q4 | $3.35K | Hold |
68
| – | – | ﹤0.01% | 258 |
|
|
2023
Q3 | $2.78K | Hold |
68
| – | – | ﹤0.01% | 210 |
|
|
2023
Q2 | $2.9K | Hold |
68
| – | – | ﹤0.01% | 174 |
|
|
2023
Q1 | $2.54K | Hold |
68
| – | – | ﹤0.01% | 153 |
|
|
2022
Q4 | $2.81K | Sell |
68
-65
| -49% | -$2.68K | ﹤0.01% | 141 |
|
|
2022
Q3 | $5K | Hold |
133
| – | – | 0.05% | 143 |
|
|
2022
Q2 | $5K | Buy |
133
+65
| +96% | +$2.44K | 0.04% | 144 |
|
|
2022
Q1 | $3K | Hold |
68
| – | – | ﹤0.01% | 149 |
|
|
2021
Q4 | $3K | Buy |
+68
| New | +$3K | ﹤0.01% | 159 |
|