Pinnacle Holdings’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 | $206K | Hold |
2,572
| – | – | 0.07% | 158 |
|
|
2025
Q1 | $185K | Sell |
2,572
-38
| -1% | -$2.73K | 0.07% | 161 |
|
|
2024
Q4 | $183K | Sell |
2,610
-599
| -19% | -$42.1K | 0.07% | 158 |
|
|
2024
Q3 | $181K | Sell |
3,209
-629
| -16% | -$35.5K | 0.07% | 157 |
|
|
2024
Q2 | $228K | Sell |
3,838
-295
| -7% | -$17.5K | 0.09% | 152 |
|
|
2024
Q1 | $240K | Sell |
4,133
-94
| -2% | -$5.45K | 0.1% | 154 |
|
|
2023
Q4 | $208K | Buy |
4,227
+2,000
| +90% | +$98.4K | 0.09% | 157 |
|
|
2023
Q3 | $91K | Hold |
2,227
| – | – | 0.04% | 168 |
|
|
2023
Q2 | $95K | Hold |
2,227
| – | – | 0.04% | 163 |
|
|
2023
Q1 | $83.2K | Buy |
2,227
+495
| +29% | +$18.5K | 0.04% | 169 |
|
|
2022
Q4 | $71.5K | Buy |
+1,732
| New | +$71.5K | 0.03% | 170 |
|
|
2022
Q3 | – | Sell |
-1,732
| Closed | -$67.8K | – | 243 |
|
|
2022
Q2 | $67.8K | Hold |
1,732
| – | – | 0.03% | 174 |
|
|
2022
Q1 | $83.9K | Buy |
+1,732
| New | +$83.9K | 0.03% | 174 |
|
|
2021
Q4 | – | Sell |
-732
| Closed | -$34K | – | 258 |
|
|
2021
Q3 | $34K | Buy |
+732
| New | +$34K | 0.01% | 217 |
|