Oak Harbor Wealth 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 | $247K | Buy |
3,087
+17
| +0.6% | +$1.36K | 0.07% | 175 |
|
|
2025
Q1 | $220K | Sell |
3,070
-68
| -2% | -$4.88K | 0.06% | 189 |
|
|
2024
Q4 | $220K | Buy |
+3,138
| New | +$220K | 0.06% | 162 |
|
|
2024
Q3 | – | Sell |
-3,839
| Closed | -$228K | – | 223 |
|
|
2024
Q2 | $228K | Sell |
3,839
-811
| -17% | -$48.2K | 0.07% | 153 |
|
|
2024
Q1 | $270K | Buy |
+4,650
| New | +$270K | 0.08% | 143 |
|