Legacy Capital Wealth Partners’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 | $676K | Sell |
8,439
-79
| -0.9% | -$6.33K | 0.15% | 141 |
|
|
2025
Q1 | $612K | Sell |
8,518
-4,077
| -32% | -$293K | 0.15% | 146 |
|
|
2024
Q4 | $885K | Buy |
12,595
+15
| +0.1% | +$1.05K | 0.22% | 93 |
|
|
2024
Q3 | $711K | Buy |
12,580
+117
| +0.9% | +$6.61K | 0.14% | 138 |
|
|
2024
Q2 | $740K | Buy |
+12,463
| New | +$740K | 0.19% | 104 |
|
|
2024
Q1 | – | Sell |
-12,711
| Closed | -$626K | – | 349 |
|
|
2023
Q4 | $626K | Sell |
12,711
-291
| -2% | -$14.3K | 0.18% | 121 |
|
|
2023
Q3 | $531K | Buy |
+13,002
| New | +$531K | 0.15% | 136 |
|
|
2023
Q2 | – | Sell |
-10,471
| Closed | -$391K | – | 243 |
|
|
2023
Q1 | $391K | Buy |
+10,471
| New | +$391K | 0.11% | 167 |
|