Personal CFO Solutions’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 | $1.14M | Buy |
14,263
+2,312
| +19% | +$185K | 0.21% | 95 |
|
|
2025
Q1 | $858K | Buy |
11,951
+277
| +2% | +$19.9K | 0.17% | 121 |
|
|
2024
Q4 | $820K | Sell |
11,674
-5,291
| -31% | -$372K | 0.16% | 126 |
|
|
2024
Q3 | $958K | Sell |
16,965
-263
| -2% | -$14.9K | 0.13% | 145 |
|
|
2024
Q2 | $1.02M | Sell |
17,228
-469
| -3% | -$27.9K | 0.16% | 125 |
|
|
2024
Q1 | $1.03M | Sell |
17,697
-2,691
| -13% | -$156K | 0.16% | 123 |
|
|
2023
Q4 | $1M | Buy |
20,388
+3,658
| +22% | +$180K | 0.17% | 115 |
|
|
2023
Q3 | $684K | Buy |
16,730
+1,062
| +7% | +$43.4K | 0.14% | 143 |
|
|
2023
Q2 | $669K | Buy |
15,668
+2,206
| +16% | +$94.2K | 0.14% | 150 |
|
|
2023
Q1 | $503K | Buy |
13,462
+2,380
| +21% | +$89K | 0.1% | 195 |
|
|
2022
Q4 | $458K | Buy |
11,082
+1,189
| +12% | +$49.1K | 0.1% | 202 |
|
|
2022
Q3 | $398K | Sell |
9,893
-715
| -7% | -$28.8K | 0.1% | 193 |
|
|
2022
Q2 | $416K | Buy |
10,608
+2,888
| +37% | +$113K | 0.1% | 193 |
|
|
2022
Q1 | $374K | Buy |
7,720
+3,492
| +83% | +$169K | 0.07% | 265 |
|
|
2021
Q4 | $203K | Buy |
+4,228
| New | +$203K | 0.04% | 445 |
|
|
2020
Q3 | – | Sell |
-8,233
| Closed | -$211K | – | 334 |
|
|
2020
Q2 | $211K | Sell |
8,233
-4,458
| -35% | -$114K | 0.06% | 279 |
|
|
2020
Q1 | $364K | Buy |
12,691
+3,684
| +41% | +$106K | 0.13% | 146 |
|
|
2019
Q4 | $504K | Buy |
9,007
+4,444
| +97% | +$249K | 0.14% | 152 |
|
|
2019
Q3 | $230K | Buy |
+4,563
| New | +$230K | 0.09% | 254 |
|