Johnson & White Wealth Management’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 | $358K | Buy |
4,474
+24
| +0.5% | +$1.92K | 0.18% | 78 |
|
|
2025
Q1 | $319K | Buy |
4,450
+1
| +0% | +$72 | 0.18% | 79 |
|
|
2024
Q4 | $312K | Buy |
+4,449
| New | +$312K | 0.19% | 77 |
|
|
2024
Q2 | – | Sell |
-4,436
| Closed | -$257K | – | 88 |
|
|
2024
Q1 | $257K | Sell |
4,436
-813
| -15% | -$47.1K | 0.19% | 71 |
|
|
2023
Q4 | $258K | Buy |
5,249
+1
| +0% | +$49 | 0.21% | 70 |
|
|
2023
Q3 | $214K | Buy |
+5,248
| New | +$214K | 0.19% | 71 |
|
|
2022
Q4 | – | Sell |
-5,258
| Closed | -$211K | – | 128 |
|
|
2022
Q3 | $211K | Buy |
+5,258
| New | +$211K | 0.24% | 72 |
|