Pathway Financial Advisers’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-2,597
| Closed | -$182K | – | 421 |
|
|
2024
Q4 | $182K | Hold |
2,597
| – | – | 0.06% | 161 |
|
|
2024
Q3 | $147K | Hold |
2,597
| – | – | 0.07% | 131 |
|
|
2024
Q2 | $154K | Buy |
2,597
+1
| +0% | +$59 | 0.06% | 164 |
|
|
2024
Q1 | $151K | Sell |
2,596
-1
| -0% | -$58 | 0.05% | 170 |
|
|
2023
Q4 | $128K | Hold |
2,597
| – | – | 0.05% | 176 |
|
|
2023
Q3 | $106K | Buy |
+2,597
| New | +$106K | 0.04% | 183 |
|
|
2023
Q1 | $98.4K | Buy |
2,633
+4
| +0.2% | +$150 | 0.04% | 190 |
|
|
2022
Q4 | $109K | Buy |
+2,629
| New | +$109K | 0.04% | 185 |
|