Pacific Center for Financial Services’s Wells Fargo WFC Stock Holding History

Pacific Center for Financial Services’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.12M	Sell	14,021 -389	-3%	-$31.2K	0.3%	29
2025 Q1	$1.03M	Sell	14,410 -605	-4%	-$43.4K	0.27%	30
2024 Q4	$1.05M	Sell	15,015 -39	-0.3%	-$2.74K	0.27%	30
2024 Q3	$850K	Sell	15,054 -47	-0.3%	-$2.66K	0.22%	39
2024 Q2	$897K	Buy	15,101 +6	+0%	+$356	0.25%	32
2024 Q1	$875K	Sell	15,095 -6,726	-31%	-$390K	0.25%	32
2023 Q4	$1.07M	Sell	21,821 -11	-0.1%	-$541	0.34%	25
2023 Q3	$892K	Sell	21,832 -1,275	-6%	-$52.1K	0.3%	27
2023 Q2	$986K	Sell	23,107 -253	-1%	-$10.8K	0.32%	28
2023 Q1	$873K	Buy	+23,360	New	+$873K	0.3%	27
2022 Q3	$953K	Buy	23,692 +8,232	+53%	+$331K	0.37%	24
2022 Q2	$606K	Buy	15,460 +30	+0.2%	+$1.18K	0.25%	29
2022 Q1	$748K	Sell	15,430 -590	-4%	-$28.6K	0.27%	30
2021 Q4	$769K	Buy	16,020 +45	+0.3%	+$2.16K	0.31%	29
2021 Q3	$741K	Buy	15,975 +838	+6%	+$38.9K	0.32%	27
2021 Q2	$686K	Sell	15,137 -216	-1%	-$9.79K	0.3%	31
2021 Q1	$600K	Sell	15,353 -3,389	-18%	-$132K	0.29%	32
2020 Q4	$566K	Sell	18,742 -18	-0.1%	-$544	0.21%	32
2020 Q3	$441K	Sell	18,760 -13	-0.1%	-$306	0.18%	34
2020 Q2	$481K	Buy	18,773 +6,831	+57%	+$175K	0.24%	31
2020 Q1	$343K	Buy	11,942 +4,950	+71%	+$142K	0.22%	32
2019 Q4	$376K	Buy	6,992 +944	+16%	+$50.8K	0.17%	36
2019 Q3	$305K	Buy	6,048 +3	+0%	+$151	0.15%	37
2019 Q2	$286K	Buy	6,045 +822	+16%	+$38.9K	0.15%	36
2019 Q1	$252K	Buy	5,223 +348	+7%	+$16.8K	0.14%	40
2018 Q4	$225K	Sell	4,875 -184	-4%	-$8.49K	0.12%	41
2018 Q3	$266K	Buy	5,059 +2	+0%	+$105	0.13%	39
2018 Q2	$280K	Buy	5,057 +1	+0%	+$55	0.16%	34
2018 Q1	$265K	Buy	5,056 +2	+0%	+$105	0.16%	36
2017 Q4	$307K	Buy	5,054 +2	+0%	+$121	0.19%	34
2017 Q3	$279K	Buy	5,052 +2	+0%	+$110	0.18%	37
2017 Q2	$280K	Buy	5,050 +779	+18%	+$43.2K	0.19%	37
2017 Q1	$238K	Sell	4,271 -276	-6%	-$15.4K	0.17%	39
2016 Q4	$251K	Buy	+4,547	New	+$251K	0.19%	41