Iams 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 | $2.52M | Sell |
31,483
-2,528
| -7% | -$203K | 1.16% | 22 |
|
|
2025
Q1 | $2.44M | Sell |
34,011
-970
| -3% | -$69.6K | 1.12% | 26 |
|
|
2024
Q4 | $2.46M | Sell |
34,981
-164
| -0.5% | -$11.5K | 1.12% | 23 |
|
|
2024
Q3 | $1.99M | Buy |
35,145
+2,835
| +9% | +$160K | 0.97% | 30 |
|
|
2024
Q2 | $1.92M | Sell |
32,310
-3,788
| -10% | -$225K | 1.05% | 25 |
|
|
2024
Q1 | $1.98M | Sell |
36,098
-2,733
| -7% | -$150K | 1.21% | 17 |
|
|
2023
Q4 | $1.91M | Sell |
38,831
-3,176
| -8% | -$156K | 1.24% | 18 |
|
|
2023
Q3 | $1.72M | Buy |
+42,007
| New | +$1.72M | 1.19% | 24 |
|
|
2023
Q2 | – | Sell |
-36,862
| Closed | -$1.38M | – | 137 |
|
|
2023
Q1 | $1.38M | Buy |
36,862
+16,201
| +78% | +$607K | 1.15% | 23 |
|
|
2022
Q4 | $853K | Buy |
+20,661
| New | +$853K | 0.87% | 38 |
|