Integrity Financial’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 | $643K | Hold |
8,026
| – | – | 0.33% | 71 |
|
|
2025
Q1 | $576K | Sell |
8,026
-3,725
| -32% | -$267K | 0.33% | 67 |
|
|
2024
Q4 | $825K | Buy |
11,751
+920
| +8% | +$64.6K | 0.47% | 52 |
|
|
2024
Q3 | $612K | Buy |
10,831
+3,333
| +44% | +$188K | 0.36% | 64 |
|
|
2024
Q2 | $445K | Buy |
+7,498
| New | +$445K | 0.28% | 66 |
|
|
2022
Q2 | – | Sell |
-4,160
| Closed | -$202K | – | 219 |
|
|
2022
Q1 | $202K | Hold |
4,160
| – | – | 0.17% | 89 |
|
|
2021
Q4 | $200K | Buy |
+4,160
| New | +$200K | 0.15% | 102 |
|