Journey Strategic Wealth’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 | $1.98M | Buy |
24,708
+6,596
| +36% | +$528K | 0.06% | 94 |
|
|
2025
Q1 | $1.3M | Buy |
18,112
+697
| +4% | +$50K | 0.05% | 107 |
|
|
2024
Q4 | $1.22M | Buy |
17,415
+62
| +0.4% | +$4.36K | 0.05% | 102 |
|
|
2024
Q3 | $980K | Buy |
17,353
+1,325
| +8% | +$74.8K | 0.04% | 128 |
|
|
2024
Q2 | $952K | Buy |
16,028
+5,899
| +58% | +$350K | 0.04% | 95 |
|
|
2024
Q1 | $587K | Buy |
10,129
+2,936
| +41% | +$170K | 0.03% | 119 |
|
|
2023
Q4 | $354K | Buy |
+7,193
| New | +$354K | 0.02% | 121 |
|
|
2023
Q2 | – | Sell |
-11,225
| Closed | -$420K | – | 270 |
|
|
2023
Q1 | $420K | Buy |
11,225
+1,048
| +10% | +$39.2K | 0.04% | 119 |
|
|
2022
Q4 | $420K | Sell |
10,177
-5,091
| -33% | -$210K | 0.05% | 117 |
|
|
2022
Q3 | $614K | Buy |
15,268
+4,727
| +45% | +$190K | 0.08% | 58 |
|
|
2022
Q2 | $413K | Sell |
10,541
-2,779
| -21% | -$109K | 0.06% | 68 |
|
|
2022
Q1 | $646K | Sell |
13,320
-859
| -6% | -$41.7K | 0.07% | 39 |
|
|
2021
Q4 | $680K | Buy |
+14,179
| New | +$680K | 0.07% | 53 |
|