Liberty 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 | $905K | Buy |
+11,294
| New | +$905K | 0.14% | 87 |
|
|
2025
Q1 | – | Sell |
-12,855
| Closed | -$903K | – | 215 |
|
|
2024
Q4 | $903K | Sell |
12,855
-43
| -0.3% | -$3.02K | 0.15% | 83 |
|
|
2024
Q3 | $729K | Buy |
12,898
+748
| +6% | +$42.3K | 0.12% | 94 |
|
|
2024
Q2 | $722K | Buy |
12,150
+282
| +2% | +$16.8K | 0.13% | 89 |
|
|
2024
Q1 | $688K | Buy |
+11,868
| New | +$688K | 0.13% | 87 |
|
|
2023
Q4 | – | Sell |
-14,821
| Closed | -$606K | – | 192 |
|
|
2023
Q3 | $606K | Buy |
14,821
+26
| +0.2% | +$1.06K | 0.15% | 81 |
|
|
2023
Q2 | $631K | Buy |
14,795
+22
| +0.1% | +$939 | 0.16% | 75 |
|
|
2023
Q1 | $552K | Buy |
+14,773
| New | +$552K | 0.11% | 115 |
|
|
2022
Q3 | $507K | Buy |
12,625
+77
| +0.6% | +$3.09K | 0.14% | 83 |
|
|
2022
Q2 | $491K | Buy |
12,548
+228
| +2% | +$8.92K | 0.2% | 83 |
|
|
2022
Q1 | $597K | Buy |
12,320
+34
| +0.3% | +$1.65K | 0.22% | 69 |
|
|
2021
Q4 | $589 | Sell |
12,286
-103
| -0.8% | -$5 | 0.03% | 89 |
|
|
2021
Q3 | $575K | Buy |
12,389
+36
| +0.3% | +$1.67K | 0.21% | 73 |
|
|
2021
Q2 | $559K | Buy |
12,353
+2,617
| +27% | +$118K | 0.22% | 68 |
|
|
2021
Q1 | $291K | Hold |
9,736
| – | – | 0.14% | 84 |
|
|
2020
Q4 | $291K | Sell |
9,736
-1,617
| -14% | -$48.3K | 0.14% | 84 |
|
|
2020
Q3 | $267K | Buy |
+11,353
| New | +$267K | 0.16% | 77 |
|
|
2019
Q3 | – | Sell |
-11,110
| Closed | -$526K | – | 995 |
|
|
2019
Q2 | $526K | Buy |
11,110
+3,725
| +50% | +$176K | 0.46% | 48 |
|
|
2019
Q1 | $356K | Sell |
7,385
-206
| -3% | -$9.93K | 0.27% | 56 |
|
|
2018
Q4 | $349K | Buy |
+7,591
| New | +$349K | 0.26% | 52 |
|