McClarren Financial Advisors’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 | – | Sell |
-506
| Closed | -$35K | – | 303 |
|
|
2025
Q1 | $35K | Buy |
506
+74
| +17% | +$5.12K | 0.02% | 157 |
|
|
2024
Q4 | $30K | Buy |
+432
| New | +$30K | 0.08% | 108 |
|
|
2024
Q3 | – | Sell |
-59
| Closed | -$25K | – | 365 |
|
|
2024
Q2 | $25K | Sell |
59
-366
| -86% | -$155K | 0.02% | 201 |
|
|
2024
Q1 | $25K | Buy |
425
+3
| +0.7% | +$176 | 0.02% | 197 |
|
|
2023
Q4 | $21K | Buy |
422
+4
| +1% | +$199 | 0.02% | 232 |
|
|
2023
Q3 | $17K | Buy |
418
+3
| +0.7% | +$122 | 0.01% | 232 |
|
|
2023
Q2 | $17K | Buy |
415
+4
| +1% | +$164 | 0.01% | 232 |
|
|
2023
Q1 | $15K | Buy |
411
+2
| +0.5% | +$73 | 0.01% | 229 |
|
|
2022
Q4 | $16K | Buy |
+409
| New | +$16K | 0.02% | 230 |
|
|
2022
Q2 | – | Sell |
-55
| Closed | -$2K | – | 289 |
|
|
2022
Q1 | $2K | Sell |
55
-1
| -2% | -$36 | ﹤0.01% | 260 |
|
|
2021
Q4 | $3K | Buy |
+56
| New | +$3K | ﹤0.01% | 288 |
|