Intrua 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 | $526K | Buy |
6,567
+430
| +7% | +$34.5K | 0.07% | 196 |
|
|
2025
Q1 | $441K | Sell |
6,137
-964
| -14% | -$69.2K | 0.06% | 220 |
|
|
2024
Q4 | $499K | Sell |
7,101
-4,243
| -37% | -$298K | 0.08% | 193 |
|
|
2024
Q3 | $641K | Sell |
11,344
-5,651
| -33% | -$319K | 0.1% | 180 |
|
|
2024
Q2 | $1.01M | Buy |
16,995
+2,953
| +21% | +$175K | 0.15% | 123 |
|
|
2024
Q1 | $814K | Sell |
14,042
-3,581
| -20% | -$208K | 0.12% | 163 |
|
|
2023
Q4 | $867K | Buy |
17,623
+992
| +6% | +$48.8K | 0.13% | 151 |
|
|
2023
Q3 | $680K | Sell |
16,631
-767
| -4% | -$31.3K | 0.12% | 155 |
|
|
2023
Q2 | $743K | Buy |
17,398
+6,619
| +61% | +$282K | 0.13% | 147 |
|
|
2023
Q1 | $404K | Buy |
10,779
+1,039
| +11% | +$39K | 0.08% | 208 |
|
|
2022
Q4 | $418K | Sell |
9,740
-2,107
| -18% | -$90.5K | 0.1% | 204 |
|
|
2022
Q3 | $476K | Buy |
11,847
+796
| +7% | +$32K | 0.13% | 168 |
|
|
2022
Q2 | $433K | Sell |
11,051
-123
| -1% | -$4.82K | 0.09% | 234 |
|
|
2022
Q1 | $541K | Buy |
11,174
+1,314
| +13% | +$63.6K | 0.1% | 215 |
|
|
2021
Q4 | $473K | Sell |
9,860
-149
| -1% | -$7.15K | 0.08% | 225 |
|
|
2021
Q3 | $501K | Buy |
+10,009
| New | +$501K | 0.09% | 213 |
|