Money Concepts Capital’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 | $582K | Sell |
7,262
-109
| -1% | -$8.73K | 0.04% | 289 |
|
|
2025
Q1 | $529K | Buy |
+7,371
| New | +$529K | 0.04% | 289 |
|
|
2023
Q1 | – | Sell |
-10,339
| Closed | -$427K | – | 2901 |
|
|
2022
Q4 | $427K | Buy |
10,339
+9,733
| +1,606% | +$402K | 0.02% | 469 |
|
|
2022
Q3 | $24K | Buy |
606
+164
| +37% | +$6.5K | ﹤0.01% | 875 |
|
|
2022
Q2 | $18K | Sell |
442
-5,698
| -93% | -$232K | ﹤0.01% | 915 |
|
|
2022
Q1 | $298K | Buy |
+6,140
| New | +$298K | 0.02% | 576 |
|