New Millennium Group’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 | $211K | Buy |
2,629
+4
| +0.2% | +$320 | 0.12% | 53 |
|
|
2025
Q1 | $188K | Sell |
2,625
-5
| -0.2% | -$359 | 0.12% | 44 |
|
|
2024
Q4 | $185K | Buy |
2,630
+13
| +0.5% | +$913 | 0.11% | 52 |
|
|
2024
Q3 | $148K | Buy |
2,617
+5
| +0.2% | +$282 | 0.1% | 61 |
|
|
2024
Q2 | $155K | Buy |
+2,612
| New | +$155K | 0.1% | 64 |
|
|
2024
Q1 | – | Sell |
-4,805
| Closed | -$236K | – | 418 |
|
|
2023
Q4 | $236K | Sell |
4,805
-3,390
| -41% | -$167K | 0.21% | 60 |
|
|
2023
Q3 | $335K | Sell |
8,195
-4,074
| -33% | -$166K | 0.31% | 38 |
|
|
2023
Q2 | $524K | Buy |
12,269
+4,095
| +50% | +$175K | 0.48% | 32 |
|
|
2023
Q1 | $306K | Buy |
8,174
+8
| +0.1% | +$299 | 0.31% | 42 |
|
|
2022
Q4 | $337K | Buy |
8,166
+8
| +0.1% | +$330 | 0.36% | 36 |
|
|
2022
Q3 | $328K | Buy |
8,158
+208
| +3% | +$8.36K | 0.36% | 36 |
|
|
2022
Q2 | $312K | Buy |
+7,950
| New | +$312K | 0.32% | 38 |
|