O'Rourke & Company’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 | $379K | Buy |
4,732
+3
| +0.1% | +$240 | 0.18% | 116 |
|
|
2025
Q1 | $339K | Buy |
4,729
+3
| +0.1% | +$215 | 0.17% | 118 |
|
|
2024
Q4 | $332K | Buy |
4,726
+3
| +0.1% | +$211 | 0.16% | 121 |
|
|
2024
Q3 | $267K | Buy |
4,723
+3
| +0.1% | +$169 | 0.13% | 126 |
|
|
2024
Q2 | $280K | Buy |
4,720
+3
| +0.1% | +$178 | 0.16% | 120 |
|
|
2024
Q1 | $273K | Buy |
4,717
+3
| +0.1% | +$174 | 0.16% | 123 |
|
|
2023
Q4 | $232K | Buy |
+4,714
| New | +$232K | 0.15% | 127 |
|
|
2023
Q3 | – | Sell |
-5,005
| Closed | -$214K | – | 138 |
|
|
2023
Q2 | $214K | Buy |
+5,005
| New | +$214K | 0.15% | 128 |
|
|
2023
Q1 | – | Sell |
-5,100
| Closed | -$211K | – | 134 |
|
|
2022
Q4 | $211K | Buy |
+5,100
| New | +$211K | 0.17% | 127 |
|