Power Wealth Management’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 | $323K | Buy |
4,031
+593
| +17% | +$47.5K | 0.12% | 76 |
|
|
2025
Q1 | $247K | Sell |
3,438
-792
| -19% | -$56.9K | 0.1% | 74 |
|
|
2024
Q4 | $297K | Hold |
4,230
| – | – | 0.12% | 77 |
|
|
2024
Q3 | $239K | Buy |
4,230
+375
| +10% | +$21.2K | 0.1% | 83 |
|
|
2024
Q2 | $229K | Buy |
3,855
+193
| +5% | +$11.5K | 0.11% | 93 |
|
|
2024
Q1 | $212K | Buy |
+3,662
| New | +$212K | 0.13% | 93 |
|