Portside Wealth Group’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 | $4.24M | Buy |
52,935
+1,745
| +3% | +$140K | 0.63% | 38 |
|
|
2025
Q1 | $3.67M | Sell |
51,190
-5,398
| -10% | -$388K | 0.6% | 46 |
|
|
2024
Q4 | $3.97M | Sell |
56,588
-466
| -0.8% | -$32.7K | 0.66% | 41 |
|
|
2024
Q3 | $3.22M | Sell |
57,054
-3,022
| -5% | -$171K | 0.55% | 48 |
|
|
2024
Q2 | $3.57M | Sell |
60,076
-4,488
| -7% | -$267K | 0.68% | 35 |
|
|
2024
Q1 | $3.74M | Sell |
64,564
-8,226
| -11% | -$477K | 0.69% | 34 |
|
|
2023
Q4 | $3.58M | Sell |
72,790
-6,419
| -8% | -$316K | 0.67% | 37 |
|
|
2023
Q3 | $3.24M | Buy |
79,209
+38,347
| +94% | +$1.57M | 0.61% | 42 |
|
|
2023
Q2 | $1.74M | Buy |
+40,862
| New | +$1.74M | 0.32% | 82 |
|