MONECO 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 | $569K | Buy |
7,100
+15
| +0.2% | +$1.2K | 0.05% | 271 |
|
|
2025
Q1 | $509K | Buy |
7,085
+67
| +1% | +$4.81K | 0.05% | 276 |
|
|
2024
Q4 | $493K | Buy |
7,018
+134
| +2% | +$9.41K | 0.05% | 278 |
|
|
2024
Q3 | $389K | Sell |
6,884
-52
| -0.7% | -$2.94K | 0.05% | 298 |
|
|
2024
Q2 | $412K | Sell |
6,936
-37,632
| -84% | -$2.24M | 0.06% | 264 |
|
|
2024
Q1 | $2.58M | Buy |
44,568
+37,727
| +551% | +$2.19M | 0.41% | 62 |
|
|
2023
Q4 | $337K | Sell |
6,841
-583
| -8% | -$28.7K | 0.06% | 268 |
|
|
2023
Q3 | $303K | Buy |
7,424
+453
| +6% | +$18.5K | 0.08% | 250 |
|
|
2023
Q2 | $298K | Sell |
6,971
-2,046
| -23% | -$87.3K | 0.08% | 254 |
|
|
2023
Q1 | $337K | Buy |
9,017
+1,841
| +26% | +$68.8K | 0.1% | 224 |
|
|
2022
Q4 | $296K | Buy |
7,176
+3
| +0% | +$124 | 0.11% | 195 |
|
|
2022
Q3 | $288K | Buy |
7,173
+904
| +14% | +$36.3K | 0.12% | 186 |
|
|
2022
Q2 | $246K | Buy |
+6,269
| New | +$246K | 0.1% | 210 |
|
|
2022
Q1 | – | Sell |
-3,910
| Closed | -$216K | – | 260 |
|
|
2021
Q4 | $216K | Buy |
+3,910
| New | +$216K | 0.08% | 224 |
|