Gen-Wealth Partners’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 | $119K | Sell |
1,485
-61
| -4% | -$4.89K | 0.05% | 267 |
|
|
2025
Q1 | $111K | Sell |
1,546
-161
| -9% | -$11.6K | 0.05% | 265 |
|
|
2024
Q4 | $120K | Buy |
1,707
+1,207
| +241% | +$84.8K | 0.05% | 265 |
|
|
2024
Q3 | $32.7K | Hold |
500
| – | – | 0.01% | 415 |
|
|
2024
Q2 | $29.7K | Hold |
500
| – | – | 0.01% | 412 |
|
|
2024
Q1 | $29K | Buy |
+500
| New | +$29K | 0.01% | 410 |
|