LifePlan Financial’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 | $211K | Sell |
2,635
-885
| -25% | -$70.9K | 0.17% | 89 |
|
|
2025
Q1 | $253K | Sell |
3,520
-1,096
| -24% | -$78.7K | 0.22% | 84 |
|
|
2024
Q4 | $324K | Sell |
4,616
-2,450
| -35% | -$172K | 0.29% | 77 |
|
|
2024
Q3 | $399K | Sell |
7,066
-5,003
| -41% | -$283K | 0.34% | 76 |
|
|
2024
Q2 | $717K | Sell |
12,069
-6,183
| -34% | -$367K | 0.66% | 47 |
|
|
2024
Q1 | $1.06M | Sell |
18,252
-1,843
| -9% | -$107K | 0.97% | 29 |
|
|
2023
Q4 | $989K | Buy |
+20,095
| New | +$989K | 0.99% | 31 |
|