IFS Advisors’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 | $9.45K | Hold |
118
| – | – | 0.01% | 94 |
|
2025
Q1 | $8.47K | Hold |
118
| – | – | 0.01% | 110 |
|
2024
Q4 | $8.29K | Hold |
118
| – | – | 0.01% | 102 |
|
2024
Q3 | $6.67K | Hold |
118
| – | – | 0.01% | 86 |
|
2024
Q2 | $7.01K | Hold |
118
| – | – | 0.01% | 81 |
|
2024
Q1 | $6.84K | Hold |
118
| – | – | 0.01% | 80 |
|
2023
Q4 | $5.81K | Hold |
118
| – | – | 0.01% | 77 |
|
2023
Q3 | $4.82K | Hold |
118
| – | – | 0.01% | 81 |
|
2023
Q2 | $5.04K | Buy |
+118
| New | +$5.04K | 0.01% | 79 |
|