Meridian Wealth Management’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 | $1.92M | Buy |
23,962
+4,986
| +26% | +$399K | 0.08% | 209 |
|
|
2025
Q1 | $1.36M | Buy |
18,976
+9,871
| +108% | +$709K | 0.07% | 227 |
|
|
2024
Q4 | $640K | Buy |
9,105
+176
| +2% | +$12.4K | 0.03% | 369 |
|
|
2024
Q3 | $504K | Buy |
+8,929
| New | +$504K | 0.02% | 406 |
|
|
2024
Q1 | – | Sell |
-14,766
| Closed | -$727K | – | 575 |
|
|
2023
Q4 | $727K | Sell |
14,766
-953
| -6% | -$46.9K | 0.05% | 309 |
|
|
2023
Q3 | $642K | Sell |
15,719
-537
| -3% | -$21.9K | 0.04% | 316 |
|
|
2023
Q2 | $694K | Sell |
16,256
-688
| -4% | -$29.4K | 0.06% | 263 |
|
|
2023
Q1 | $633K | Buy |
16,944
+1,028
| +6% | +$38.4K | 0.06% | 282 |
|
|
2022
Q4 | $657K | Buy |
15,916
+3,993
| +33% | +$165K | 0.06% | 262 |
|
|
2022
Q3 | $480K | Sell |
11,923
-14,350
| -55% | -$578K | 0.05% | 285 |
|
|
2022
Q2 | $1.03M | Buy |
26,273
+15,742
| +149% | +$617K | 0.08% | 244 |
|
|
2022
Q1 | $510K | Sell |
10,531
-646
| -6% | -$31.3K | 0.06% | 242 |
|
|
2021
Q4 | $536K | Sell |
11,177
-2,396
| -18% | -$115K | 0.06% | 235 |
|
|
2021
Q3 | $630K | Sell |
13,573
-47
| -0.3% | -$2.18K | 0.08% | 198 |
|
|
2021
Q2 | $617K | Buy |
13,620
+724
| +6% | +$32.8K | 0.08% | 197 |
|
|
2021
Q1 | $504K | Buy |
12,896
+3,354
| +35% | +$131K | 0.07% | 208 |
|
|
2020
Q4 | $287K | Sell |
9,542
-426
| -4% | -$12.8K | 0.05% | 261 |
|
|
2020
Q3 | $234K | Buy |
+9,968
| New | +$234K | 0.06% | 217 |
|
|
2019
Q3 | – | Sell |
-1,049
| Closed | -$496 | – | 503 |
|
|
2019
Q2 | $496 | Buy |
+1,049
| New | +$496 | 0.02% | 373 |
|
|
2017
Q3 | – | Sell |
-14,092
| Closed | -$781K | – | 186 |
|
|
2017
Q2 | $781K | Sell |
14,092
-10,206
| -42% | -$566K | 0.49% | 41 |
|
|
2017
Q1 | $1.35M | Buy |
24,298
+9,049
| +59% | +$504K | 0.81% | 26 |
|
|
2016
Q4 | $843K | Buy |
+15,249
| New | +$843K | 0.67% | 44 |
|