Morris Financial Concepts’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 | $492K | Hold |
6,145
| – | – | 0.2% | 66 |
|
|
2025
Q1 | $441K | Sell |
6,145
-161
| -3% | -$11.6K | 0.19% | 74 |
|
|
2024
Q4 | $443K | Hold |
6,306
| – | – | 0.19% | 70 |
|
|
2024
Q3 | $356K | Sell |
6,306
-505
| -7% | -$28.5K | 0.15% | 79 |
|
|
2024
Q2 | $405K | Hold |
6,811
| – | – | 0.19% | 70 |
|
|
2024
Q1 | $395K | Hold |
6,811
| – | – | 0.2% | 67 |
|
|
2023
Q4 | $335K | Buy |
+6,811
| New | +$335K | 0.19% | 66 |
|