Greenup Street 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
Q1 | – | Sell |
-21,517
| Closed | -$1.51M | – | 113 |
|
|
2024
Q4 | $1.51M | Buy |
+21,517
| New | +$1.51M | 0.3% | 53 |
|
|
2023
Q3 | – | Sell |
-18,709
| Closed | -$798K | – | 89 |
|
|
2023
Q2 | $798K | Sell |
18,709
-325
| -2% | -$13.9K | 0.22% | 68 |
|
|
2023
Q1 | $711K | Buy |
19,034
+258
| +1% | +$9.64K | 0.25% | 52 |
|
|
2022
Q4 | $775K | Sell |
18,776
-118
| -0.6% | -$4.87K | 0.32% | 60 |
|
|
2022
Q3 | $760K | Sell |
18,894
-3,400
| -15% | -$137K | 0.34% | 53 |
|
|
2022
Q2 | $873K | Buy |
+22,294
| New | +$873K | 0.41% | 51 |
|