Galvin Gaustad & Stein’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 | $212K | Buy |
+2,650
| New | +$212K | 0.02% | 183 |
|
|
2025
Q1 | – | Sell |
-3,462
| Closed | -$243K | – | 191 |
|
|
2024
Q4 | $243K | Buy |
+3,462
| New | +$243K | 0.02% | 173 |
|
|
2022
Q1 | – | Sell |
-4,175
| Closed | -$200K | – | 184 |
|
|
2021
Q4 | $200K | Buy |
+4,175
| New | +$200K | 0.02% | 173 |
|
|
2021
Q3 | – | Sell |
-21,298
| Closed | -$965K | – | 193 |
|
|
2021
Q2 | $965K | Sell |
21,298
-800
| -4% | -$36.2K | 0.09% | 107 |
|
|
2021
Q1 | $863K | Buy |
22,098
+60
| +0.3% | +$2.34K | 0.09% | 111 |
|
|
2020
Q4 | $665K | Buy |
+22,038
| New | +$665K | 0.07% | 120 |
|