Horst & Graben 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 | $250K | Buy |
3,119
+74
| +2% | +$5.93K | 0.04% | 146 |
|
|
2025
Q1 | $219K | Buy |
3,045
+190
| +7% | +$13.6K | 0.04% | 154 |
|
|
2024
Q4 | $201K | Buy |
+2,855
| New | +$201K | 0.04% | 153 |
|
|
2021
Q4 | – | Sell |
-8,153
| Closed | -$378K | – | 141 |
|
|
2021
Q3 | $378K | Buy |
8,153
+16
| +0.2% | +$742 | 0.1% | 95 |
|
|
2021
Q2 | $369K | Buy |
8,137
+8
| +0.1% | +$363 | 0.1% | 97 |
|
|
2021
Q1 | $318K | Buy |
+8,129
| New | +$318K | 0.1% | 104 |
|