Modern 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 | $1.02M | Sell |
12,751
-152
| -1% | -$12.2K | 0.03% | 361 |
|
|
2025
Q1 | $926K | Buy |
12,903
+1,773
| +16% | +$127K | 0.03% | 313 |
|
|
2024
Q4 | $782K | Buy |
11,130
+4,210
| +61% | +$296K | 0.03% | 293 |
|
|
2024
Q3 | $391K | Buy |
6,920
+141
| +2% | +$7.97K | 0.02% | 293 |
|
|
2024
Q2 | $403K | Buy |
6,779
+2,154
| +47% | +$128K | 0.03% | 259 |
|
|
2024
Q1 | $268K | Buy |
+4,625
| New | +$268K | 0.02% | 254 |
|