ORG 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 | $375K | Buy |
4,619
+3,086
| +201% | +$251K | 0.08% | 217 |
|
|
2025
Q1 | $110K | Buy |
1,533
+266
| +21% | +$19.1K | 0.03% | 370 |
|
|
2024
Q4 | $89.1K | Buy |
1,267
+6
| +0.5% | +$422 | 0.01% | 446 |
|
|
2024
Q3 | $71.3K | Sell |
1,261
-1,429
| -53% | -$80.8K | 0.01% | 452 |
|
|
2024
Q2 | $162K | Buy |
2,690
+2,474
| +1,145% | +$149K | 0.02% | 473 |
|
|
2024
Q1 | $12.5K | Sell |
216
-829
| -79% | -$47.9K | 0.02% | 266 |
|
|
2023
Q4 | $51.4K | Sell |
1,045
-216
| -17% | -$10.6K | 0.01% | 511 |
|
|
2023
Q3 | $51.6K | Buy |
1,261
+960
| +319% | +$39.2K | 0.02% | 514 |
|
|
2023
Q2 | $12.6K | Buy |
+301
| New | +$12.6K | ﹤0.01% | 938 |
|