Inspire 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 | $449K | Buy |
5,600
+739
| +15% | +$59.2K | 0.05% | 312 |
|
|
2025
Q1 | $349K | Buy |
4,861
+4
| +0.1% | +$287 | 0.04% | 319 |
|
|
2024
Q4 | $341K | Sell |
4,857
-435
| -8% | -$30.6K | 0.04% | 289 |
|
|
2024
Q3 | $299K | Buy |
+5,292
| New | +$299K | 0.04% | 300 |
|
|
2021
Q1 | – | Sell |
-1,270
| Closed | -$38K | – | 729 |
|
|
2020
Q4 | $38K | Buy |
+1,270
| New | +$38K | 0.01% | 261 |
|