Holistic Financial 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 | $229K | Buy |
+2,860
| New | +$229K | 0.1% | 110 |
|
|
2024
Q2 | – | Sell |
-3,947
| Closed | -$229K | – | 137 |
|
|
2024
Q1 | $229K | Buy |
+3,947
| New | +$229K | 0.12% | 110 |
|
|
2020
Q1 | – | Sell |
-6,967
| Closed | -$375K | – | 113 |
|
|
2019
Q4 | $375K | Buy |
6,967
+1,454
| +26% | +$78.3K | 0.22% | 57 |
|
|
2019
Q3 | $278K | Sell |
5,513
-1,265
| -19% | -$63.8K | 0.25% | 56 |
|
|
2019
Q2 | $321K | Sell |
6,778
-6
| -0.1% | -$284 | 0.32% | 42 |
|
|
2019
Q1 | $328K | Buy |
6,784
+761
| +13% | +$36.8K | 0.14% | 78 |
|
|
2018
Q4 | $278K | Buy |
6,023
+4
| +0.1% | +$185 | 0.29% | 43 |
|
|
2018
Q3 | $316K | Buy |
+6,019
| New | +$316K | 0.29% | 41 |
|
|
2018
Q2 | – | Sell |
-5,567
| Closed | -$292K | – | 370 |
|
|
2018
Q1 | $292K | Sell |
5,567
-22
| -0.4% | -$1.15K | 0.24% | 43 |
|
|
2017
Q4 | $339K | Buy |
+5,589
| New | +$339K | 0.28% | 39 |
|