Paladin Advisory 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 | $193K | Hold |
2,408
| – | – | 0.15% | 84 |
|
|
2025
Q1 | $173K | Sell |
2,408
-2
| -0.1% | -$144 | 0.14% | 88 |
|
|
2024
Q4 | $169K | Sell |
2,410
-534
| -18% | -$37.5K | 0.13% | 91 |
|
|
2024
Q3 | $166K | Buy |
2,944
+1,986
| +207% | +$112K | 0.12% | 92 |
|
|
2024
Q2 | $58K | Hold |
958
| – | – | 0.05% | 136 |
|
|
2024
Q1 | $55.2K | Hold |
958
| – | – | 0.04% | 139 |
|
|
2023
Q4 | $47.2K | Hold |
958
| – | – | 0.04% | 146 |
|
|
2023
Q3 | $39.1K | Sell |
958
-209
| -18% | -$8.54K | 0.03% | 159 |
|
|
2023
Q2 | $49.8K | Buy |
1,167
+282
| +32% | +$12K | 0.04% | 152 |
|
|
2023
Q1 | $33.1K | Buy |
+885
| New | +$33.1K | 0.03% | 175 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 259 |
|
|
2022
Q3 | – | Hold |
0
| – | – | – | 265 |
|
|
2022
Q2 | – | Sell |
-1,578
| Closed | -$76K | – | 266 |
|
|
2022
Q1 | $76K | Buy |
+1,578
| New | +$76K | 0.06% | 143 |
|
|
2021
Q4 | – | Hold |
0
| – | – | – | 257 |
|