Impact Partnership Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-14,538
| Closed | -$1.02M | – | 347 |
|
|
2024
Q4 | $1.02M | Sell |
14,538
-2,886
| -17% | -$203K | 0.21% | 57 |
|
|
2024
Q3 | $984K | Buy |
+17,424
| New | +$984K | 0.22% | 55 |
|
|
2024
Q2 | – | Sell |
-800
| Closed | -$46.4K | – | 705 |
|
|
2024
Q1 | $46.4K | Hold |
800
| – | – | 0.02% | 333 |
|
|
2023
Q4 | $39.4K | Sell |
800
-25
| -3% | -$1.23K | 0.01% | 359 |
|
|
2023
Q3 | $33.7K | Buy |
+825
| New | +$33.7K | 0.01% | 442 |
|