Highline Wealth Partners’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 | $1.1M | Sell |
13,756
-59
| -0.4% | -$4.73K | 0.33% | 52 |
|
|
2025
Q1 | $992K | Buy |
13,815
+156
| +1% | +$11.2K | 0.33% | 53 |
|
|
2024
Q4 | $959K | Buy |
13,659
+178
| +1% | +$12.5K | 0.31% | 55 |
|
|
2024
Q3 | $762K | Buy |
13,481
+31
| +0.2% | +$1.75K | 0.25% | 65 |
|
|
2024
Q2 | $799K | Buy |
13,450
+304
| +2% | +$18.1K | 0.3% | 59 |
|
|
2024
Q1 | $762K | Buy |
13,146
+1
| +0% | +$58 | 0.31% | 61 |
|
|
2023
Q4 | $647K | Hold |
13,145
| – | – | 0.31% | 66 |
|
|
2023
Q3 | $537K | Hold |
13,145
| – | – | 0.33% | 65 |
|
|
2023
Q2 | $561K | Sell |
13,145
-150
| -1% | -$6.4K | 0.35% | 65 |
|
|
2023
Q1 | $497K | Buy |
13,295
+2,001
| +18% | +$74.8K | 0.34% | 68 |
|
|
2022
Q4 | $466K | Hold |
11,294
| – | – | 0.34% | 71 |
|
|
2022
Q3 | $454K | Buy |
+11,294
| New | +$454K | 0.37% | 60 |
|