Integral Investment 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 | $364K | Hold |
4,538
| – | – | 0.1% | 117 |
|
|
2025
Q1 | $326K | Sell |
4,538
-3,572
| -44% | -$256K | 0.1% | 123 |
|
|
2024
Q4 | $570K | Sell |
8,110
-1,773
| -18% | -$125K | 0.18% | 88 |
|
|
2024
Q3 | $558K | Hold |
9,883
| – | – | 0.19% | 93 |
|
|
2024
Q2 | $567K | Buy |
9,883
+751
| +8% | +$43.1K | 0.21% | 80 |
|
|
2024
Q1 | $526K | Buy |
9,132
+4,676
| +105% | +$269K | 0.22% | 83 |
|
|
2023
Q4 | $219K | Buy |
+4,456
| New | +$219K | 0.14% | 75 |
|