Larson Financial Group’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 | $974K | Buy |
12,157
+3,035
| +33% | +$243K | 0.04% | 296 |
|
|
2025
Q1 | $655K | Buy |
9,122
+2,314
| +34% | +$166K | 0.03% | 332 |
|
|
2024
Q4 | $478K | Buy |
6,808
+679
| +11% | +$47.7K | 0.02% | 365 |
|
|
2024
Q3 | $346K | Buy |
6,129
+1,097
| +22% | +$62K | 0.02% | 428 |
|
|
2024
Q2 | $299K | Buy |
5,032
+3,305
| +191% | +$196K | 0.02% | 360 |
|
|
2024
Q1 | $100K | Sell |
1,727
-810
| -32% | -$47K | 0.01% | 541 |
|
|
2023
Q4 | $125K | Sell |
2,537
-65
| -2% | -$3.2K | 0.01% | 444 |
|
|
2023
Q3 | $106K | Buy |
2,602
+142
| +6% | +$5.8K | 0.01% | 444 |
|
|
2023
Q2 | $105K | Sell |
2,460
-493
| -17% | -$21K | 0.01% | 417 |
|
|
2023
Q1 | $110K | Buy |
2,953
+438
| +17% | +$16.4K | 0.01% | 417 |
|
|
2022
Q4 | $104K | Sell |
2,515
-157
| -6% | -$6.48K | 0.01% | 400 |
|
|
2022
Q3 | $107K | Sell |
2,672
-109
| -4% | -$4.37K | 0.02% | 353 |
|
|
2022
Q2 | $109K | Sell |
2,781
-941
| -25% | -$36.9K | 0.02% | 249 |
|
|
2022
Q1 | $180K | Buy |
3,722
+262
| +8% | +$12.7K | 0.03% | 206 |
|
|
2021
Q4 | $166K | Buy |
3,460
+2,702
| +356% | +$130K | 0.03% | 210 |
|
|
2021
Q3 | $35K | Sell |
758
-607
| -44% | -$28K | 0.01% | 361 |
|
|
2021
Q2 | $62K | Buy |
1,365
+140
| +11% | +$6.36K | 0.01% | 244 |
|
|
2021
Q1 | $48K | Buy |
1,225
+170
| +16% | +$6.66K | 0.01% | 267 |
|
|
2020
Q4 | $32K | Sell |
1,055
-371
| -26% | -$11.3K | 0.01% | 286 |
|
|
2020
Q3 | $34K | Sell |
1,426
-5,621
| -80% | -$134K | 0.01% | 252 |
|
|
2020
Q2 | $180K | Buy |
7,047
+3,881
| +123% | +$99.1K | 0.09% | 103 |
|
|
2020
Q1 | $91K | Buy |
3,166
+2,216
| +233% | +$63.7K | 0.06% | 112 |
|
|
2019
Q4 | $51K | Buy |
950
+534
| +128% | +$28.7K | 0.03% | 154 |
|
|
2019
Q3 | $21K | Buy |
416
+3
| +0.7% | +$151 | 0.01% | 218 |
|
|
2019
Q2 | $20K | Buy |
413
+4
| +1% | +$194 | 0.01% | 188 |
|
|
2019
Q1 | $20K | Buy |
409
+3
| +0.7% | +$147 | 0.02% | 174 |
|
|
2018
Q4 | $19K | Buy |
+406
| New | +$19K | 0.02% | 165 |
|