Howard Financial Services’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 | $213K | Sell |
2,662
-190
| -7% | -$15.2K | 0.03% | 168 |
|
|
2025
Q1 | $205K | Buy |
+2,852
| New | +$205K | 0.03% | 174 |
|
|
2020
Q1 | – | Sell |
-3,935
| Closed | -$212K | – | 132 |
|
|
2019
Q4 | $212K | Buy |
+3,935
| New | +$212K | 0.13% | 91 |
|
|
2019
Q2 | – | Sell |
-4,204
| Closed | -$203K | – | 117 |
|
|
2019
Q1 | $203K | Buy |
+4,204
| New | +$203K | 0.14% | 88 |
|