Narus Financial Partners’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 | $426K | Buy |
5,320
+334
| +7% | +$26.8K | 0.13% | 93 |
|
|
2025
Q1 | $358K | Buy |
4,986
+213
| +4% | +$15.3K | 0.12% | 100 |
|
|
2024
Q4 | $335K | Buy |
4,773
+773
| +19% | +$54.3K | 0.11% | 110 |
|
|
2024
Q3 | $226K | Sell |
4,000
-2,024
| -34% | -$114K | 0.08% | 139 |
|
|
2024
Q2 | $358K | Buy |
6,024
+851
| +16% | +$50.5K | 0.14% | 98 |
|
|
2024
Q1 | $300K | Buy |
5,173
+28
| +0.5% | +$1.62K | 0.13% | 110 |
|
|
2023
Q4 | $253K | Hold |
5,145
| – | – | 0.12% | 117 |
|
|
2023
Q3 | $210K | Buy |
5,145
+50
| +1% | +$2.04K | 0.11% | 121 |
|
|
2023
Q2 | $217K | Buy |
+5,095
| New | +$217K | 0.11% | 108 |
|
|
2023
Q1 | – | Sell |
-5,295
| Closed | -$219K | – | 121 |
|
|
2022
Q4 | $219K | Sell |
5,295
-100
| -2% | -$4.13K | 0.13% | 108 |
|
|
2022
Q3 | $217K | Sell |
5,395
-150
| -3% | -$6.03K | 0.14% | 106 |
|
|
2022
Q2 | $217K | Buy |
+5,545
| New | +$217K | 0.14% | 102 |
|