LifeSteps 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 | $1.13M | Buy |
14,130
+18
| +0.1% | +$1.44K | 0.78% | 27 |
|
|
2025
Q1 | $1.01M | Buy |
14,112
+98
| +0.7% | +$7.04K | 0.82% | 27 |
|
|
2024
Q4 | $984K | Sell |
14,014
-396
| -3% | -$27.8K | 0.76% | 28 |
|
|
2024
Q3 | $814K | Buy |
14,410
+5
| +0% | +$282 | 0.64% | 29 |
|
|
2024
Q2 | $856K | Buy |
14,405
+3
| +0% | +$178 | 0.71% | 29 |
|
|
2024
Q1 | $835K | Buy |
14,402
+104
| +0.7% | +$6.03K | 0.63% | 29 |
|
|
2023
Q4 | $704K | Buy |
14,298
+4
| +0% | +$197 | 0.62% | 33 |
|
|
2023
Q3 | $584K | Buy |
14,294
+5
| +0% | +$204 | 0.59% | 37 |
|
|
2023
Q2 | $610K | Sell |
14,289
-46
| -0.3% | -$1.96K | 0.6% | 36 |
|
|
2023
Q1 | $536K | Sell |
14,335
-130
| -0.9% | -$4.86K | 0.57% | 39 |
|
|
2022
Q4 | $597K | Buy |
+14,465
| New | +$597K | 0.62% | 36 |
|
|
2022
Q2 | – | Sell |
-4,572
| Closed | -$222K | – | 83 |
|
|
2022
Q1 | $222K | Buy |
+4,572
| New | +$222K | 0.16% | 81 |
|
|
2020
Q1 | – | Sell |
-5,126
| Closed | -$276K | – | 95 |
|
|
2019
Q4 | $276K | Buy |
+5,126
| New | +$276K | 0.26% | 72 |
|