Oxford Financial Group’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 | $538K | Sell |
6,719
-674
| -9% | -$54K | 0.03% | 125 |
|
|
2025
Q1 | $531K | Buy |
7,393
+934
| +14% | +$67.1K | 0.04% | 126 |
|
|
2024
Q4 | $454K | Sell |
6,459
-329
| -5% | -$23.1K | 0.03% | 159 |
|
|
2024
Q3 | $383K | Sell |
6,788
-222
| -3% | -$12.5K | 0.02% | 172 |
|
|
2024
Q2 | $416K | Buy |
7,010
+1,895
| +37% | +$113K | 0.03% | 175 |
|
|
2024
Q1 | $296K | Buy |
5,115
+354
| +7% | +$20.5K | 0.02% | 182 |
|
|
2023
Q4 | $234K | Sell |
4,761
-2,139
| -31% | -$105K | 0.02% | 211 |
|
|
2023
Q3 | $282K | Sell |
6,900
-7,036
| -50% | -$287K | 0.02% | 176 |
|
|
2023
Q2 | $595K | Buy |
13,936
+2,781
| +25% | +$119K | 0.06% | 122 |
|
|
2023
Q1 | $417K | Sell |
11,155
-599
| -5% | -$22.4K | 0.05% | 124 |
|
|
2022
Q4 | $485K | Buy |
11,754
+1,992
| +20% | +$82.3K | 0.06% | 115 |
|
|
2022
Q3 | $393K | Sell |
9,762
-908
| -9% | -$36.6K | 0.06% | 120 |
|
|
2022
Q2 | $418K | Sell |
10,670
-100
| -0.9% | -$3.92K | 0.06% | 121 |
|
|
2022
Q1 | $522K | Buy |
10,770
+12
| +0.1% | +$582 | 0.07% | 111 |
|
|
2021
Q4 | $516K | Buy |
10,758
+39
| +0.4% | +$1.87K | 0.06% | 120 |
|
|
2021
Q3 | $497K | Buy |
10,719
+37
| +0.3% | +$1.72K | 0.06% | 112 |
|
|
2021
Q2 | $484K | Buy |
10,682
+11
| +0.1% | +$498 | 0.06% | 113 |
|
|
2021
Q1 | $417K | Buy |
10,671
+7
| +0.1% | +$274 | 0.06% | 120 |
|
|
2020
Q4 | $322K | Buy |
10,664
+282
| +3% | +$8.52K | 0.05% | 141 |
|
|
2020
Q3 | $244K | Sell |
10,382
-1,305
| -11% | -$30.7K | 0.04% | 146 |
|
|
2020
Q2 | $299K | Sell |
11,687
-1,953
| -14% | -$50K | 0.05% | 126 |
|
|
2020
Q1 | $391K | Buy |
+13,640
| New | +$391K | 0.08% | 99 |
|