Mill Creek Capital 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 | $252K | Sell |
3,143
-13
| -0.4% | -$1.04K | 0.01% | 235 |
|
|
2025
Q1 | $227K | Buy |
3,156
+62
| +2% | +$4.45K | 0.01% | 241 |
|
|
2024
Q4 | $217K | Buy |
+3,094
| New | +$217K | 0.01% | 247 |
|
|
2024
Q3 | – | Sell |
-3,816
| Closed | -$227K | – | 272 |
|
|
2024
Q2 | $227K | Buy |
+3,816
| New | +$227K | 0.01% | 234 |
|
|
2023
Q3 | – | Sell |
-5,080
| Closed | -$217K | – | 241 |
|
|
2023
Q2 | $217K | Buy |
+5,080
| New | +$217K | 0.01% | 222 |
|