Nilsine Partners’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 | $588K | Sell |
7,341
-620
| -8% | -$49.7K | 0.06% | 244 |
|
|
2025
Q1 | $572K | Buy |
7,961
+553
| +7% | +$39.7K | 0.06% | 225 |
|
|
2024
Q4 | $520K | Sell |
7,408
-265
| -3% | -$18.6K | 0.06% | 251 |
|
|
2024
Q3 | $433K | Sell |
7,673
-437
| -5% | -$24.7K | 0.06% | 238 |
|
|
2024
Q2 | $482K | Buy |
8,110
+16
| +0.2% | +$950 | 0.06% | 227 |
|
|
2024
Q1 | $469K | Buy |
8,094
+2,501
| +45% | +$145K | 0.06% | 234 |
|
|
2023
Q4 | $275K | Buy |
+5,593
| New | +$275K | 0.04% | 272 |
|