Parkside Investments’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 | $801K | Hold |
10,000
| – | – | 0.11% | 69 |
|
|
2025
Q1 | $718K | Sell |
10,000
-2,000
| -17% | -$144K | 0.11% | 73 |
|
|
2024
Q4 | $843K | Buy |
+12,000
| New | +$843K | 0.13% | 67 |
|
|
2018
Q4 | – | Sell |
-3,316
| Closed | -$174K | – | 167 |
|
|
2018
Q3 | $174K | Buy |
+3,316
| New | +$174K | 0.08% | 88 |
|
|
2018
Q1 | – | Sell |
-3,316
| Closed | -$201K | – | 105 |
|
|
2017
Q4 | $201K | Buy |
+3,316
| New | +$201K | 0.1% | 95 |
|