Holistic Planning’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 | $752K | Buy |
9,386
+1,873
| +25% | +$150K | 0.22% | 83 |
|
|
2025
Q1 | $539K | Buy |
7,513
+275
| +4% | +$19.7K | 0.18% | 97 |
|
|
2024
Q4 | $508K | Sell |
7,238
-91
| -1% | -$6.39K | 0.18% | 97 |
|
|
2024
Q3 | $414K | Buy |
7,329
+2,786
| +61% | +$157K | 0.18% | 94 |
|
|
2024
Q2 | $263K | Hold |
4,543
| – | – | 0.2% | 96 |
|
|
2024
Q1 | $263K | Sell |
4,543
-70
| -2% | -$4.06K | 0.2% | 96 |
|
|
2023
Q4 | $227K | Buy |
+4,613
| New | +$227K | 0.19% | 107 |
|