Newbridge Financial Services 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 | $107K | Buy |
1,341
+1,116
| +496% | +$89.4K | 0.02% | 367 |
|
|
2025
Q1 | $16.2K | Hold |
225
| – | – | ﹤0.01% | 593 |
|
|
2024
Q4 | $15.8K | Buy |
+225
| New | +$15.8K | ﹤0.01% | 652 |
|
|
2024
Q3 | – | Sell |
-605
| Closed | -$35.9K | – | 1122 |
|
|
2024
Q2 | $35.9K | Buy |
605
+57
| +10% | +$3.39K | 0.01% | 446 |
|
|
2024
Q1 | $31.8K | Sell |
548
-1,756
| -76% | -$102K | 0.01% | 505 |
|
|
2023
Q4 | $113K | Sell |
2,304
-293
| -11% | -$14.4K | 0.06% | 258 |
|
|
2023
Q3 | $106K | Sell |
2,597
-1,846
| -42% | -$75.4K | 0.05% | 282 |
|
|
2023
Q2 | $190K | Sell |
4,443
-263
| -6% | -$11.2K | 0.09% | 207 |
|
|
2023
Q1 | $176K | Sell |
4,706
-118
| -2% | -$4.41K | 0.09% | 211 |
|
|
2022
Q4 | $199K | Buy |
4,824
+3,203
| +198% | +$132K | 0.11% | 179 |
|
|
2022
Q3 | $65K | Buy |
1,621
+3
| +0.2% | +$120 | 0.04% | 391 |
|
|
2022
Q2 | $63K | Sell |
1,618
-2,011
| -55% | -$78.3K | 0.04% | 357 |
|
|
2022
Q1 | $176K | Buy |
3,629
+243
| +7% | +$11.8K | 0.09% | 219 |
|
|
2021
Q4 | $162K | Buy |
3,386
+399
| +13% | +$19.1K | 0.08% | 228 |
|
|
2021
Q3 | $139K | Buy |
2,987
+250
| +9% | +$11.6K | 0.09% | 222 |
|
|
2021
Q2 | $124K | Buy |
2,737
+1
| +0% | +$45 | 0.08% | 247 |
|
|
2021
Q1 | $107K | Hold |
2,736
| – | – | 0.08% | 242 |
|
|
2020
Q4 | $83K | Buy |
2,736
+438
| +19% | +$13.3K | 0.07% | 242 |
|
|
2020
Q3 | $54K | Buy |
+2,298
| New | +$54K | 0.05% | 307 |
|