Maia Wealth’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 | $495K | Sell |
6,173
-1,492
| -19% | -$120K | 0.09% | 195 |
|
|
2025
Q1 | $484K | Buy |
7,665
+481
| +7% | +$30.3K | 0.11% | 175 |
|
|
2024
Q4 | $560K | Buy |
7,184
+1,046
| +17% | +$81.5K | 0.12% | 158 |
|
|
2024
Q3 | $402K | Buy |
6,138
+2,249
| +58% | +$147K | 0.1% | 163 |
|
|
2024
Q2 | $225K | Buy |
+3,889
| New | +$225K | 0.07% | 203 |
|