Meridian Wealth Partners’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 | $706K | Buy |
8,809
+39
| +0.4% | +$3.13K | 0.1% | 49 |
|
|
2025
Q1 | $630K | Sell |
8,770
-227
| -3% | -$16.3K | 0.1% | 50 |
|
|
2024
Q4 | $632K | Sell |
8,997
-33,242
| -79% | -$2.33M | 0.1% | 52 |
|
|
2024
Q3 | $2.39M | Sell |
42,239
-210
| -0.5% | -$11.9K | 0.37% | 28 |
|
|
2024
Q2 | $2.52M | Buy |
42,449
+274
| +0.6% | +$16.3K | 0.45% | 25 |
|
|
2024
Q1 | $2.44M | Buy |
42,175
+240
| +0.6% | +$13.9K | 0.44% | 25 |
|
|
2023
Q4 | $2.06M | Buy |
41,935
+540
| +1% | +$26.6K | 0.39% | 26 |
|
|
2023
Q3 | $1.69M | Buy |
41,395
+172
| +0.4% | +$7.03K | 0.35% | 25 |
|
|
2023
Q2 | $1.76M | Sell |
41,223
-207
| -0.5% | -$8.84K | 0.36% | 23 |
|
|
2023
Q1 | $1.55M | Sell |
41,430
-105
| -0.3% | -$3.93K | 0.34% | 25 |
|
|
2022
Q4 | $1.71M | Buy |
41,535
+263
| +0.6% | +$10.9K | 0.4% | 24 |
|
|
2022
Q3 | $1.66M | Sell |
41,272
-38
| -0.1% | -$1.53K | 0.42% | 23 |
|
|
2022
Q2 | $1.62M | Buy |
41,310
+815
| +2% | +$31.9K | 0.38% | 24 |
|
|
2022
Q1 | $1.96M | Sell |
40,495
-556
| -1% | -$26.9K | 0.41% | 25 |
|
|
2021
Q4 | $1.97M | Sell |
41,051
-95
| -0.2% | -$4.56K | 0.39% | 25 |
|
|
2021
Q3 | $1.91M | Buy |
41,146
+442
| +1% | +$20.5K | 0.41% | 24 |
|
|
2021
Q2 | $1.84M | Sell |
40,704
-687
| -2% | -$31.1K | 0.43% | 21 |
|
|
2021
Q1 | $1.62M | Buy |
41,391
+678
| +2% | +$26.5K | 0.49% | 22 |
|
|
2020
Q4 | $1.23M | Buy |
40,713
+62
| +0.2% | +$1.87K | 0.51% | 18 |
|
|
2020
Q3 | $956K | Sell |
40,651
-499
| -1% | -$11.7K | 0.48% | 20 |
|
|
2020
Q2 | $1.05M | Buy |
41,150
+605
| +1% | +$15.5K | 0.57% | 18 |
|
|
2020
Q1 | $1.16M | Buy |
40,545
+342
| +0.9% | +$9.82K | 0.69% | 18 |
|
|
2019
Q4 | $2.16M | Buy |
+40,203
| New | +$2.16M | 1.35% | 13 |
|