Independent Wealth Network’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 | $228K | Buy |
2,843
+54
| +2% | +$4.33K | 0.08% | 232 |
|
|
2025
Q1 | $200K | Sell |
2,789
-106
| -4% | -$7.61K | 0.08% | 233 |
|
|
2024
Q4 | $203K | Buy |
+2,895
| New | +$203K | 0.08% | 227 |
|
|
2024
Q2 | – | Sell |
-3,679
| Closed | -$213K | – | 229 |
|
|
2024
Q1 | $213K | Buy |
+3,679
| New | +$213K | 0.1% | 197 |
|
|
2021
Q4 | – | Sell |
-3,940
| Closed | -$205K | – | 219 |
|
|
2021
Q3 | $205K | Buy |
+3,940
| New | +$205K | 0.13% | 185 |
|