Madrona Financial Services’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 | $307K | Buy |
3,830
+212
| +6% | +$17K | 0.07% | 80 |
|
|
2025
Q1 | $260K | Sell |
3,618
-50
| -1% | -$3.59K | 0.07% | 85 |
|
|
2024
Q4 | $258K | Buy |
+3,668
| New | +$258K | 0.07% | 90 |
|
|
2024
Q3 | – | Sell |
-3,476
| Closed | -$206K | – | 115 |
|
|
2024
Q2 | $206K | Buy |
3,476
+2
| +0.1% | +$119 | 0.06% | 92 |
|
|
2024
Q1 | $201K | Buy |
+3,474
| New | +$201K | 0.07% | 93 |
|