Newton One Investments’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 | $24.7K | Buy |
308
+2
| +0.7% | +$160 | 0.01% | 82 |
|
|
2025
Q1 | $22K | Buy |
306
+1
| +0.3% | +$72 | 0.01% | 82 |
|
|
2024
Q4 | $21.4K | Buy |
+305
| New | +$21.4K | 0.01% | 78 |
|
|
2024
Q3 | – | Sell |
-301
| Closed | -$17.9K | – | 110 |
|
|
2024
Q2 | $17.9K | Buy |
301
+2
| +0.7% | +$119 | 0.01% | 80 |
|
|
2024
Q1 | $17.3K | Buy |
299
+2
| +0.7% | +$116 | 0.01% | 81 |
|
|
2023
Q4 | $14.6K | Sell |
297
-59
| -17% | -$2.91K | 0.01% | 86 |
|
|
2023
Q3 | $14.5K | Buy |
356
+3
| +0.8% | +$122 | 0.01% | 88 |
|
|
2023
Q2 | $15K | Buy |
353
+3
| +0.9% | +$128 | 0.01% | 90 |
|
|
2023
Q1 | $13.1K | Hold |
350
| – | – | 0.01% | 88 |
|
|
2022
Q4 | $14.5K | Hold |
350
| – | – | 0.01% | 87 |
|
|
2022
Q3 | $14K | Hold |
350
| – | – | 0.01% | 93 |
|
|
2022
Q2 | $14K | Hold |
350
| – | – | 0.01% | 96 |
|
|
2022
Q1 | $17K | Hold |
350
| – | – | 0.01% | 96 |
|
|
2021
Q4 | $17K | Sell |
350
-350
| -50% | -$17K | 0.01% | 94 |
|
|
2021
Q3 | $32K | Hold |
700
| – | – | 0.02% | 79 |
|
|
2021
Q2 | $32K | Buy |
+700
| New | +$32K | 0.03% | 78 |
|