Patrick M. Sweeney & Associates’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 | $511K | Buy |
6,113
+556
| +10% | +$46.5K | 0.35% | 74 |
|
|
2025
Q1 | $399K | Buy |
5,557
+195
| +4% | +$14K | 0.3% | 84 |
|
|
2024
Q4 | $377K | Sell |
5,362
-1,065
| -17% | -$74.8K | 0.28% | 88 |
|
|
2024
Q3 | $363K | Buy |
6,427
+455
| +8% | +$25.7K | 0.27% | 96 |
|
|
2024
Q2 | $348K | Buy |
5,972
+660
| +12% | +$38.4K | 0.28% | 88 |
|
|
2024
Q1 | $308K | Buy |
5,312
+725
| +16% | +$42K | 0.25% | 96 |
|
|
2023
Q4 | $226K | Buy |
+4,587
| New | +$226K | 0.21% | 108 |
|