Modus 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
Q1 | – | Sell |
-432
| Closed | -$30.3K | – | 309 |
|
|
2024
Q4 | $30.3K | Buy |
+432
| New | +$30.3K | 0.01% | 179 |
|
|
2021
Q3 | – | Sell |
-2,305
| Closed | -$104K | – | 244 |
|
|
2021
Q2 | $104K | Buy |
+2,305
| New | +$104K | 0.04% | 124 |
|
|
2020
Q4 | – | Sell |
-58,231
| Closed | -$1.37M | – | 88 |
|
|
2020
Q3 | $1.37M | Buy |
58,231
+8,670
| +17% | +$204K | 0.79% | 43 |
|
|
2020
Q2 | $1.27M | Buy |
49,561
+32,529
| +191% | +$833K | 0.83% | 34 |
|
|
2020
Q1 | $489K | Buy |
17,032
+6,922
| +68% | +$199K | 0.45% | 37 |
|
|
2019
Q4 | $544K | Buy |
+10,110
| New | +$544K | 0.43% | 42 |
|