GoalVest Advisory’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 |
-24
| Closed | -$1.72K | – | 530 |
|
|
2025
Q1 | $1.72K | Buy |
24
+9
| +60% | +$646 | ﹤0.01% | 312 |
|
|
2024
Q4 | $1.05K | Hold |
15
| – | – | ﹤0.01% | 354 |
|
|
2024
Q3 | $847 | Hold |
15
| – | – | ﹤0.01% | 362 |
|
|
2024
Q2 | $891 | Hold |
15
| – | – | ﹤0.01% | 304 |
|
|
2024
Q1 | $869 | Buy |
+15
| New | +$869 | ﹤0.01% | 388 |
|
|
2023
Q2 | – | Hold |
0
| – | – | – | 436 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 314 |
|
|
2022
Q3 | – | Sell |
-7,955
| Closed | -$319K | – | 323 |
|
|
2022
Q2 | $319K | Sell |
7,955
-6,339
| -44% | -$254K | 0.2% | 104 |
|
|
2022
Q1 | $693K | Buy |
+14,294
| New | +$693K | 0.39% | 72 |
|