OneFund LLC’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 | $735K | Sell |
9,168
-69
| -0.7% | -$5.53K | 0.53% | 30 |
|
2025
Q1 | $663K | Buy |
9,237
+25
| +0.3% | +$1.8K | 0.68% | 30 |
|
2024
Q4 | $647K | Buy |
9,212
+264
| +3% | +$18.5K | 0.62% | 30 |
|
2024
Q3 | $505K | Sell |
8,948
-472
| -5% | -$26.7K | 0.51% | 42 |
|
2024
Q2 | $559K | Buy |
9,420
+158
| +2% | +$9.38K | 0.61% | 36 |
|
2024
Q1 | $534K | Sell |
9,262
-343
| -4% | -$19.8K | 0.64% | 36 |
|
2023
Q4 | $473K | Buy |
+9,605
| New | +$473K | 0.61% | 39 |
|