PFG 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 | $1.58M | Buy |
19,688
+1,622
| +9% | +$130K | 0.09% | 204 |
|
|
2025
Q1 | $1.3M | Buy |
18,066
+40
| +0.2% | +$2.87K | 0.08% | 234 |
|
|
2024
Q4 | $1.27M | Buy |
18,026
+474
| +3% | +$33.3K | 0.08% | 235 |
|
|
2024
Q3 | $991K | Buy |
17,552
+3,654
| +26% | +$206K | 0.06% | 305 |
|
|
2024
Q2 | $825K | Buy |
13,898
+1,214
| +10% | +$72.1K | 0.06% | 307 |
|
|
2024
Q1 | $735K | Buy |
12,684
+5,173
| +69% | +$300K | 0.04% | 412 |
|
|
2023
Q4 | $370K | Sell |
7,511
-2,477
| -25% | -$122K | 0.07% | 308 |
|
|
2023
Q3 | $408K | Buy |
9,988
+66
| +0.7% | +$2.7K | 0.08% | 278 |
|
|
2023
Q2 | $423K | Buy |
9,922
+2,688
| +37% | +$115K | 0.08% | 285 |
|
|
2023
Q1 | $270K | Buy |
+7,234
| New | +$270K | 0.06% | 369 |
|