NewSquare Capital’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 | $224K | Buy |
2,800
+739
| +36% | +$59.2K | 0.02% | 170 |
|
|
2025
Q1 | $148K | Buy |
2,061
+676
| +49% | +$48.5K | 0.01% | 179 |
|
|
2024
Q4 | $97.3K | Buy |
1,385
+1,219
| +734% | +$85.6K | 0.01% | 174 |
|
|
2024
Q3 | $9.38K | Hold |
166
| – | – | ﹤0.01% | 224 |
|
|
2024
Q2 | $9.86K | Sell |
166
-217
| -57% | -$12.9K | ﹤0.01% | 229 |
|
|
2024
Q1 | $22.2K | Sell |
383
-1
| -0.3% | -$58 | ﹤0.01% | 207 |
|
|
2023
Q4 | $18.9K | Sell |
384
-40
| -9% | -$1.97K | ﹤0.01% | 232 |
|
|
2023
Q3 | $17.3K | Buy |
424
+29
| +7% | +$1.19K | ﹤0.01% | 261 |
|
|
2023
Q2 | $16.9K | Hold |
395
| – | – | ﹤0.01% | 272 |
|
|
2023
Q1 | $14.8K | Buy |
395
+12
| +3% | +$449 | ﹤0.01% | 304 |
|
|
2022
Q4 | $15.8K | Sell |
383
-58
| -13% | -$2.4K | ﹤0.01% | 243 |
|
|
2022
Q3 | $18K | Sell |
441
-666
| -60% | -$27.2K | ﹤0.01% | 226 |
|
|
2022
Q2 | $43K | Hold |
1,107
| – | – | 0.01% | 196 |
|
|
2022
Q1 | $54K | Hold |
1,107
| – | – | 0.01% | 200 |
|
|
2021
Q4 | $53K | Hold |
1,107
| – | – | 0.01% | 204 |
|
|
2021
Q3 | $51K | Buy |
1,107
+28
| +3% | +$1.29K | 0.01% | 199 |
|
|
2021
Q2 | $49K | Hold |
1,079
| – | – | 0.01% | 197 |
|
|
2021
Q1 | $42K | Hold |
1,079
| – | – | 0.01% | 180 |
|
|
2020
Q4 | $33K | Sell |
1,079
-75
| -6% | -$2.29K | ﹤0.01% | 187 |
|
|
2020
Q3 | $27K | Sell |
1,154
-235
| -17% | -$5.5K | ﹤0.01% | 194 |
|
|
2020
Q2 | $36K | Buy |
1,389
+104
| +8% | +$2.7K | 0.01% | 177 |
|
|
2020
Q1 | $37K | Buy |
1,285
+131
| +11% | +$3.77K | 0.01% | 188 |
|
|
2019
Q4 | $62K | Hold |
1,154
| – | – | 0.01% | 159 |
|
|
2019
Q3 | $58K | Sell |
1,154
-101
| -8% | -$5.08K | 0.01% | 144 |
|
|
2019
Q2 | $59K | Hold |
1,255
| – | – | 0.01% | 160 |
|
|
2019
Q1 | $61K | Sell |
1,255
-60
| -5% | -$2.92K | 0.01% | 155 |
|
|
2018
Q4 | $61K | Buy |
1,315
+135
| +11% | +$6.26K | 0.01% | 145 |
|
|
2018
Q3 | $62K | Hold |
1,180
| – | – | 0.01% | 161 |
|
|
2018
Q2 | $67K | Hold |
1,180
| – | – | 0.01% | 160 |
|
|
2018
Q1 | $62K | Sell |
1,180
-216
| -15% | -$11.3K | 0.01% | 144 |
|
|
2017
Q4 | $85K | Buy |
1,396
+1,221
| +698% | +$74.3K | 0.02% | 124 |
|
|
2017
Q3 | $10K | Hold |
175
| – | – | ﹤0.01% | 215 |
|
|
2017
Q2 | $10K | Hold |
175
| – | – | ﹤0.01% | 202 |
|
|
2017
Q1 | $10K | Sell |
175
-386
| -69% | -$22.1K | ﹤0.01% | 201 |
|
|
2016
Q4 | $31K | Sell |
561
-922
| -62% | -$50.9K | 0.01% | 161 |
|
|
2016
Q3 | $66K | Buy |
1,483
+108
| +8% | +$4.81K | 0.02% | 146 |
|
|
2016
Q2 | $65K | Hold |
1,375
| – | – | 0.02% | 152 |
|
|
2016
Q1 | $66K | Hold |
1,375
| – | – | 0.02% | 154 |
|
|
2015
Q4 | $75K | Buy |
1,375
+1,200
| +686% | +$65.5K | 0.02% | 132 |
|
|
2015
Q3 | $9K | Hold |
175
| – | – | ﹤0.01% | 227 |
|
|
2015
Q2 | $10K | Buy |
+175
| New | +$10K | ﹤0.01% | 237 |
|
|
2014
Q1 | – | Sell |
-296
| Closed | -$13K | – | 265 |
|
|
2013
Q4 | $13K | Hold |
296
| – | – | 0.01% | 182 |
|
|
2013
Q3 | $12K | Hold |
296
| – | – | 0.01% | 163 |
|
|
2013
Q2 | $12K | Buy |
+296
| New | +$12K | 0.01% | 155 |
|