Golden State Wealth 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 | $400K | Sell |
4,995
-80
| -2% | -$6.41K | 0.05% | 273 |
|
|
2025
Q1 | $364K | Sell |
5,075
-97
| -2% | -$6.97K | 0.05% | 264 |
|
|
2024
Q4 | $363K | Buy |
+5,172
| New | +$363K | 0.05% | 245 |
|
|
2022
Q1 | – | Sell |
-9,860
| Closed | -$473K | – | 371 |
|
|
2021
Q4 | $473K | Buy |
9,860
+4,079
| +71% | +$196K | 0.08% | 222 |
|
|
2021
Q3 | $268K | Buy |
5,781
+961
| +20% | +$44.6K | 0.06% | 249 |
|
|
2021
Q2 | $218K | Buy |
+4,820
| New | +$218K | 0.05% | 271 |
|
|
2020
Q4 | – | Sell |
-8,842
| Closed | -$208K | – | 424 |
|
|
2020
Q3 | $208K | Sell |
8,842
-352
| -4% | -$8.28K | 0.07% | 190 |
|
|
2020
Q2 | $351K | Buy |
9,194
+6,362
| +225% | +$243K | 0.11% | 120 |
|
|
2020
Q1 | $81K | Buy |
+2,832
| New | +$81K | 0.04% | 283 |
|
|
2019
Q4 | – | Sell |
-9,898
| Closed | -$499K | – | 944 |
|
|
2019
Q3 | $499K | Buy |
9,898
+1,216
| +14% | +$61.3K | 0.16% | 109 |
|
|
2019
Q2 | $410K | Sell |
8,682
-377
| -4% | -$17.8K | 0.13% | 136 |
|
|
2019
Q1 | $438K | Buy |
+9,059
| New | +$438K | 0.15% | 130 |
|