Naviter Wealth’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 | $2.88M | Buy |
35,903
+307
| +0.9% | +$24.6K | 0.35% | 70 |
|
|
2025
Q1 | $2.52M | Sell |
35,596
-6,910
| -16% | -$488K | 0.31% | 85 |
|
|
2024
Q4 | $2.99M | Buy |
42,506
+775
| +2% | +$54.4K | 0.36% | 68 |
|
|
2024
Q3 | $2.36M | Sell |
41,731
-382
| -0.9% | -$21.6K | 0.33% | 79 |
|
|
2024
Q2 | $2.5M | Buy |
42,113
+519
| +1% | +$30.8K | 0.37% | 74 |
|
|
2024
Q1 | $2.41M | Sell |
41,594
-1,800
| -4% | -$104K | 0.39% | 69 |
|
|
2023
Q4 | $2.14M | Buy |
43,394
+6,262
| +17% | +$308K | 0.43% | 57 |
|
|
2023
Q3 | $1.52M | Buy |
37,132
+1,416
| +4% | +$57.9K | 0.37% | 68 |
|
|
2023
Q2 | $1.52M | Buy |
35,716
+3,264
| +10% | +$139K | 0.39% | 67 |
|
|
2023
Q1 | $1.21M | Buy |
32,452
+818
| +3% | +$30.6K | 0.42% | 59 |
|
|
2022
Q4 | $1.41M | Buy |
31,634
+3,564
| +13% | +$158K | 0.39% | 58 |
|
|
2022
Q3 | $1.13M | Buy |
28,070
+881
| +3% | +$35.4K | 0.46% | 43 |
|
|
2022
Q2 | $1.07M | Buy |
+27,189
| New | +$1.07M | 0.44% | 47 |
|