NFP Retirement Inc’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 | $905K | Hold |
11,298
| – | – | 0.06% | 146 |
|
|
2025
Q1 | $811K | Sell |
11,298
-373
| -3% | -$26.8K | 0.06% | 137 |
|
|
2024
Q4 | $820K | Sell |
11,671
-28
| -0.2% | -$1.97K | 0.06% | 140 |
|
|
2024
Q3 | $661K | Sell |
11,699
-3,300
| -22% | -$186K | 0.05% | 160 |
|
|
2024
Q2 | $891K | Sell |
14,999
-1,029
| -6% | -$61.1K | 0.07% | 127 |
|
|
2024
Q1 | $929K | Buy |
16,028
+11,755
| +275% | +$681K | 0.08% | 123 |
|
|
2023
Q4 | $210K | Buy |
+4,273
| New | +$210K | 0.04% | 226 |
|