PDS Planning’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 | $1.02M | Buy |
12,750
+880
| +7% | +$70.5K | 0.08% | 125 |
|
|
2025
Q1 | $852K | Buy |
11,870
+1,754
| +17% | +$126K | 0.07% | 124 |
|
|
2024
Q4 | $711K | Buy |
10,116
+173
| +2% | +$12.2K | 0.06% | 136 |
|
|
2024
Q3 | $562K | Buy |
9,943
+556
| +6% | +$31.4K | 0.05% | 170 |
|
|
2024
Q2 | $557K | Buy |
9,387
+1,005
| +12% | +$59.7K | 0.06% | 154 |
|
|
2024
Q1 | $486K | Buy |
8,382
+557
| +7% | +$32.3K | 0.05% | 168 |
|
|
2023
Q4 | $385K | Sell |
7,825
-1,141
| -13% | -$56.2K | 0.04% | 185 |
|
|
2023
Q3 | $366K | Buy |
8,966
+266
| +3% | +$10.9K | 0.05% | 181 |
|
|
2023
Q2 | $371K | Buy |
8,700
+567
| +7% | +$24.2K | 0.05% | 175 |
|
|
2023
Q1 | $304K | Buy |
8,133
+2,756
| +51% | +$103K | 0.04% | 194 |
|
|
2022
Q4 | $222K | Buy |
+5,377
| New | +$222K | 0.04% | 186 |
|
|
2022
Q2 | – | Sell |
-4,267
| Closed | -$207K | – | 250 |
|
|
2022
Q1 | $207K | Buy |
4,267
+87
| +2% | +$4.22K | 0.04% | 208 |
|
|
2021
Q4 | $201K | Buy |
+4,180
| New | +$201K | 0.04% | 197 |
|