New England Capital Financial 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 | $67.2K | Hold |
839
| – | – | 0.03% | 98 |
|
|
2025
Q1 | $60.2K | Sell |
839
-205
| -20% | -$14.7K | 0.03% | 104 |
|
|
2024
Q4 | $73.4K | Sell |
1,044
-49
| -4% | -$3.44K | 0.04% | 94 |
|
|
2024
Q3 | $61.7K | Sell |
1,093
-98
| -8% | -$5.54K | 0.03% | 101 |
|
|
2024
Q2 | $70.7K | Sell |
1,191
-174
| -13% | -$10.3K | 0.04% | 90 |
|
|
2024
Q1 | $79.1K | Sell |
1,365
-96
| -7% | -$5.57K | 0.04% | 85 |
|
|
2023
Q4 | $71.9K | Buy |
1,461
+11
| +0.8% | +$541 | 0.04% | 96 |
|
|
2023
Q3 | $59.3K | Buy |
1,450
+11
| +0.8% | +$450 | 0.04% | 99 |
|
|
2023
Q2 | $61.4K | Buy |
1,439
+10
| +0.7% | +$427 | 0.04% | 99 |
|
|
2023
Q1 | $53.4K | Buy |
1,429
+157
| +12% | +$5.87K | 0.04% | 111 |
|
|
2022
Q4 | $55.9K | Buy |
+1,272
| New | +$55.9K | 0.04% | 111 |
|