PFS Partners’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 | $38.6K | Buy |
482
+171
| +55% | +$13.7K | 0.02% | 176 |
|
|
2025
Q1 | $22.3K | Hold |
311
| – | – | 0.01% | 212 |
|
|
2024
Q4 | $21.8K | Hold |
311
| – | – | 0.01% | 212 |
|
|
2024
Q3 | $17.6K | Hold |
311
| – | – | 0.01% | 230 |
|
|
2024
Q2 | $18.5K | Hold |
311
| – | – | 0.01% | 207 |
|
|
2024
Q1 | $18K | Hold |
311
| – | – | 0.01% | 208 |
|
|
2023
Q4 | $15.3K | Hold |
311
| – | – | 0.01% | 216 |
|
|
2023
Q3 | $12.7K | Hold |
311
| – | – | 0.01% | 218 |
|
|
2023
Q2 | $13.3K | Hold |
311
| – | – | 0.01% | 231 |
|
|
2023
Q1 | $11.6K | Hold |
311
| – | – | 0.01% | 208 |
|
|
2022
Q4 | $12.8K | Hold |
311
| – | – | 0.01% | 189 |
|
|
2022
Q3 | $12.5K | Hold |
311
| – | – | 0.01% | 180 |
|
|
2022
Q2 | $12.2K | Hold |
311
| – | – | 0.01% | 184 |
|
|
2022
Q1 | $15.1K | Hold |
311
| – | – | 0.01% | 180 |
|
|
2021
Q4 | $14.9K | Buy |
+311
| New | +$14.9K | 0.01% | 176 |
|