Great Lakes Retirement’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 | $4M | Buy |
49,950
+18,961
| +61% | +$1.52M | 0.47% | 45 |
|
|
2025
Q1 | $2.22M | Buy |
30,989
+126
| +0.4% | +$9.05K | 0.29% | 83 |
|
|
2024
Q4 | $2.17M | Sell |
30,863
-128
| -0.4% | -$8.99K | 0.28% | 87 |
|
|
2024
Q3 | $1.75M | Buy |
30,991
+8,187
| +36% | +$462K | 0.22% | 101 |
|
|
2024
Q2 | $1.35M | Buy |
22,804
+121
| +0.5% | +$7.19K | 0.19% | 108 |
|
|
2024
Q1 | $1.31M | Sell |
22,683
-92
| -0.4% | -$5.33K | 0.19% | 110 |
|
|
2023
Q4 | $1.12M | Buy |
22,775
+20
| +0.1% | +$984 | 0.18% | 116 |
|
|
2023
Q3 | $930K | Buy |
22,755
+1,035
| +5% | +$42.3K | 0.17% | 122 |
|
|
2023
Q2 | $927K | Buy |
21,720
+136
| +0.6% | +$5.8K | 0.16% | 125 |
|
|
2023
Q1 | $807K | Buy |
+21,584
| New | +$807K | 0.15% | 130 |
|