GeoWealth 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 | $1.29M | Sell |
16,116
-244
| -1% | -$19.5K | 0.05% | 212 |
|
|
2025
Q1 | $1.17M | Sell |
16,360
-5,949
| -27% | -$427K | 0.05% | 226 |
|
|
2024
Q4 | $1.57M | Buy |
22,309
+4,243
| +23% | +$298K | 0.05% | 209 |
|
|
2024
Q3 | $1.02M | Sell |
18,066
-1,492
| -8% | -$84.3K | 0.04% | 305 |
|
|
2024
Q2 | $1.16M | Buy |
19,558
+1,129
| +6% | +$67.1K | 0.05% | 238 |
|
|
2024
Q1 | $1.07M | Buy |
18,429
+7,926
| +75% | +$459K | 0.04% | 278 |
|
|
2023
Q4 | $518K | Buy |
10,503
+8,386
| +396% | +$414K | 0.04% | 329 |
|
|
2023
Q3 | $86K | Buy |
2,117
+1,108
| +110% | +$45K | 0.01% | 348 |
|
|
2023
Q2 | $44K | Buy |
1,009
+594
| +143% | +$25.9K | ﹤0.01% | 337 |
|
|
2023
Q1 | $17K | Sell |
415
-2,088
| -83% | -$85.5K | ﹤0.01% | 330 |
|
|
2022
Q4 | $104K | Buy |
2,503
+64
| +3% | +$2.66K | 0.01% | 272 |
|
|
2022
Q3 | $98K | Buy |
+2,439
| New | +$98K | 0.01% | 274 |
|
|
2022
Q2 | – | Sell |
-21
| Closed | -$1K | – | 408 |
|
|
2022
Q1 | $1K | Sell |
21
-600
| -97% | -$28.6K | ﹤0.01% | 393 |
|
|
2021
Q4 | $30K | Sell |
621
-4
| -0.6% | -$193 | ﹤0.01% | 334 |
|
|
2021
Q3 | $29K | Buy |
625
+25
| +4% | +$1.16K | ﹤0.01% | 343 |
|
|
2021
Q2 | $27K | Buy |
+600
| New | +$27K | ﹤0.01% | 265 |
|