PFW Advisors’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 | $887K | Buy |
11,071
+39
| +0.4% | +$3.13K | 0.27% | 68 |
|
|
2025
Q1 | $792K | Hold |
11,032
| – | – | 0.25% | 76 |
|
|
2024
Q4 | $775K | Buy |
+11,032
| New | +$775K | 0.24% | 74 |
|
|
2024
Q2 | $662K | Sell |
11,152
-331
| -3% | -$19.7K | 0.21% | 79 |
|
|
2024
Q1 | $666K | Sell |
11,483
-287
| -2% | -$16.6K | 0.2% | 81 |
|
|
2023
Q4 | $579K | Buy |
11,770
+739
| +7% | +$36.4K | 0.19% | 83 |
|
|
2023
Q3 | $451K | Hold |
11,031
| – | – | 0.16% | 85 |
|
|
2023
Q2 | $482K | Buy |
+11,031
| New | +$482K | 0.16% | 80 |
|
|
2019
Q3 | $623K | Buy |
+11,032
| New | +$623K | 0.19% | 82 |
|