Physician Wealth 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 | $585K | Buy |
7,303
+192
| +3% | +$15.4K | 0.09% | 88 |
|
|
2025
Q1 | $510K | Sell |
7,111
-53
| -0.7% | -$3.81K | 0.09% | 92 |
|
|
2024
Q4 | $503K | Buy |
7,164
+2
| +0% | +$140 | 0.09% | 97 |
|
|
2024
Q3 | $451K | Buy |
7,162
+3
| +0% | +$189 | 0.08% | 103 |
|
|
2024
Q2 | $431K | Buy |
7,159
+3
| +0% | +$181 | 0.08% | 102 |
|
|
2024
Q1 | $404K | Buy |
7,156
+413
| +6% | +$23.3K | 0.08% | 104 |
|
|
2023
Q4 | $327K | Sell |
6,743
-27
| -0.4% | -$1.31K | 0.07% | 114 |
|
|
2023
Q3 | $269K | Sell |
6,770
-85
| -1% | -$3.38K | 0.07% | 115 |
|
|
2023
Q2 | $298K | Hold |
6,855
| – | – | 0.07% | 109 |
|
|
2023
Q1 | $290K | Hold |
6,855
| – | – | 0.08% | 113 |
|
|
2022
Q4 | $305K | Buy |
6,855
+61
| +0.9% | +$2.71K | 0.08% | 109 |
|
|
2022
Q3 | $294K | Sell |
6,794
-100
| -1% | -$4.33K | 0.09% | 109 |
|
|
2022
Q2 | $300K | Buy |
6,894
+1,541
| +29% | +$67.1K | 0.09% | 114 |
|
|
2022
Q1 | $246K | Buy |
+5,353
| New | +$246K | 0.07% | 138 |
|