Omnia Family Wealth’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 | $348K | Buy |
4,349
+360
| +9% | +$28.8K | 0.13% | 58 |
|
|
2025
Q1 | $286K | Buy |
+3,989
| New | +$286K | 0.12% | 65 |
|
|
2020
Q1 | – | Sell |
-7,417
| Closed | -$399K | – | 94 |
|
|
2019
Q4 | $399K | Buy |
7,417
+230
| +3% | +$12.4K | 0.18% | 59 |
|
|
2019
Q3 | $363K | Buy |
7,187
+274
| +4% | +$13.8K | 0.26% | 55 |
|
|
2019
Q2 | $327K | Sell |
6,913
-136
| -2% | -$6.43K | 0.16% | 64 |
|
|
2019
Q1 | $341K | Hold |
7,049
| – | – | 0.17% | 60 |
|
|
2018
Q4 | $325K | Sell |
7,049
-480
| -6% | -$22.1K | 0.18% | 61 |
|
|
2018
Q3 | $396K | Buy |
7,529
+580
| +8% | +$30.5K | 0.18% | 52 |
|
|
2018
Q2 | $385K | Sell |
6,949
-656
| -9% | -$36.3K | 0.18% | 51 |
|
|
2018
Q1 | $399K | Buy |
7,605
+882
| +13% | +$46.3K | 0.18% | 47 |
|
|
2017
Q4 | $408K | Buy |
6,723
+626
| +10% | +$38K | 0.19% | 49 |
|
|
2017
Q3 | $336K | Sell |
6,097
-80
| -1% | -$4.41K | 0.16% | 53 |
|
|
2017
Q2 | $342K | Sell |
6,177
-315
| -5% | -$17.4K | 0.16% | 52 |
|
|
2017
Q1 | $361K | Sell |
6,492
-678
| -9% | -$37.7K | 0.18% | 53 |
|
|
2016
Q4 | $395K | Buy |
+7,170
| New | +$395K | 0.2% | 53 |
|