GPS Wealth Strategies Group’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 | $292K | Buy |
3,639
+19
| +0.5% | +$1.52K | 0.03% | 257 |
|
|
2025
Q1 | $260K | Sell |
3,620
-889
| -20% | -$63.8K | 0.04% | 268 |
|
|
2024
Q4 | $317K | Buy |
4,509
+3,080
| +216% | +$216K | 0.04% | 228 |
|
|
2024
Q3 | $80.7K | Hold |
1,429
| – | – | 0.01% | 480 |
|
|
2024
Q2 | $84.9K | Buy |
1,429
+360
| +34% | +$21.4K | 0.01% | 419 |
|
|
2024
Q1 | $62K | Hold |
1,069
| – | – | 0.01% | 464 |
|
|
2023
Q4 | $52.6K | Hold |
1,069
| – | – | 0.01% | 478 |
|
|
2023
Q3 | $43.7K | Sell |
1,069
-185
| -15% | -$7.56K | 0.01% | 509 |
|
|
2023
Q2 | $53.5K | Sell |
1,254
-280
| -18% | -$12K | 0.01% | 483 |
|
|
2023
Q1 | $57.3K | Buy |
+1,534
| New | +$57.3K | 0.01% | 452 |
|
|
2022
Q4 | – | Sell |
-1,632
| Closed | -$66K | – | 1083 |
|
|
2022
Q3 | $66K | Sell |
1,632
-110
| -6% | -$4.45K | 0.02% | 381 |
|
|
2022
Q2 | $68K | Hold |
1,742
| – | – | 0.02% | 389 |
|
|
2022
Q1 | $84K | Sell |
1,742
-130
| -7% | -$6.27K | 0.02% | 338 |
|
|
2021
Q4 | $90K | Sell |
1,872
-80
| -4% | -$3.85K | 0.02% | 315 |
|
|
2021
Q3 | $91K | Sell |
1,952
-2,280
| -54% | -$106K | 0.02% | 301 |
|
|
2021
Q2 | $192K | Sell |
4,232
-49
| -1% | -$2.22K | 0.05% | 208 |
|
|
2021
Q1 | $167K | Buy |
+4,281
| New | +$167K | 0.05% | 217 |
|