GFPC
Global Financial Private Client’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-2,118
| Closed | -$152K | – | 1594 |
|
|
2025
Q1 | $152K | Buy |
2,118
+90
| +4% | +$6.46K | 0.06% | 223 |
|
|
2024
Q4 | $142K | Sell |
2,028
-676
| -25% | -$47.5K | 0.05% | 230 |
|
|
2024
Q3 | $153K | Buy |
2,704
+683
| +34% | +$38.6K | 0.06% | 215 |
|
|
2024
Q2 | $120K | Hold |
2,021
| – | – | 0.05% | 219 |
|
|
2024
Q1 | $116K | Hold |
2,021
| – | – | 0.05% | 218 |
|
|
2023
Q4 | $99.5K | Hold |
2,021
| – | – | 0.05% | 228 |
|
|
2023
Q3 | $80.1K | Hold |
2,021
| – | – | 0.04% | 239 |
|
|
2023
Q2 | $87.7K | Hold |
2,021
| – | – | 0.04% | 236 |
|
|
2023
Q1 | $76.2K | Hold |
2,021
| – | – | 0.04% | 238 |
|
|
2022
Q4 | $83.4K | Hold |
2,021
| – | – | 0.05% | 220 |
|
|
2022
Q3 | $84K | Hold |
2,021
| – | – | 0.05% | 211 |
|
|
2022
Q2 | $80.7K | Hold |
2,021
| – | – | 0.05% | 212 |
|
|
2022
Q1 | $98.4K | Hold |
2,021
| – | – | 0.05% | 197 |
|
|
2021
Q4 | $97K | Hold |
2,021
| – | – | 0.05% | 208 |
|
|
2021
Q3 | $95K | Hold |
2,021
| – | – | 0.05% | 190 |
|
|
2021
Q2 | $91.8K | Hold |
2,021
| – | – | 0.05% | 189 |
|
|
2021
Q1 | $80.1K | Hold |
2,021
| – | – | 0.06% | 173 |
|
|
2020
Q4 | $61K | Buy |
2,021
+805
| +66% | +$24.3K | 0.05% | 176 |
|
|
2020
Q3 | $28.6K | Hold |
1,216
| – | – | 0.02% | 233 |
|
|
2020
Q2 | $30.5K | Hold |
1,216
| – | – | 0.03% | 260 |
|
|
2020
Q1 | $32.3K | Hold |
1,216
| – | – | 0.03% | 257 |
|
|
2019
Q4 | $65.4K | Buy |
+1,216
| New | +$65.4K | 0.05% | 208 |
|