Guardian 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 | – | Sell |
-3,858
| Closed | -$277K | – | 218 |
|
|
2025
Q1 | $277K | Buy |
3,858
+6
| +0.2% | +$431 | 0.18% | 57 |
|
|
2024
Q4 | $271K | Sell |
3,852
-1,017
| -21% | -$71.4K | 0.18% | 63 |
|
|
2024
Q3 | $275K | Buy |
4,869
+15
| +0.3% | +$847 | 0.19% | 61 |
|
|
2024
Q2 | $288K | Sell |
4,854
-370
| -7% | -$22K | 0.22% | 60 |
|
|
2024
Q1 | $303K | Sell |
5,224
-265
| -5% | -$15.4K | 0.23% | 56 |
|
|
2023
Q4 | $270K | Sell |
5,489
-1,268
| -19% | -$62.4K | 0.23% | 59 |
|
|
2023
Q3 | $276K | Sell |
6,757
-319
| -5% | -$13K | 0.26% | 60 |
|
|
2023
Q2 | $302K | Sell |
7,076
-382
| -5% | -$16.3K | 0.28% | 61 |
|
|
2023
Q1 | $279K | Buy |
7,458
+24
| +0.3% | +$897 | 0.27% | 64 |
|
|
2022
Q4 | $307K | Sell |
7,434
-5,867
| -44% | -$242K | 0.3% | 62 |
|
|
2022
Q3 | $535K | Buy |
13,301
+8
| +0.1% | +$322 | 0.61% | 53 |
|
|
2022
Q2 | $521K | Sell |
13,293
-139
| -1% | -$5.45K | 0.56% | 55 |
|
|
2022
Q1 | $651K | Sell |
13,432
-89
| -0.7% | -$4.31K | 0.65% | 54 |
|
|
2021
Q4 | $649K | Buy |
+13,521
| New | +$649K | 0.62% | 53 |
|