PrairieView Partners’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 | $14K | Sell |
187
-104
| -36% | -$7.79K | ﹤0.01% | 265 |
|
|
2025
Q1 | $20K | Buy |
291
+46
| +19% | +$3.16K | ﹤0.01% | 244 |
|
|
2024
Q4 | $17K | Sell |
245
-994
| -80% | -$69K | ﹤0.01% | 259 |
|
|
2024
Q3 | $69K | Buy |
1,239
+396
| +47% | +$22.1K | 0.01% | 172 |
|
|
2024
Q2 | $50K | Buy |
843
+1
| +0.1% | +$59 | 0.01% | 205 |
|
|
2024
Q1 | $49K | Sell |
842
-20
| -2% | -$1.16K | 0.01% | 191 |
|
|
2023
Q4 | $42K | Buy |
862
+2
| +0.2% | +$97 | 0.01% | 193 |
|
|
2023
Q3 | $35K | Buy |
860
+1
| +0.1% | +$41 | ﹤0.01% | 201 |
|
|
2023
Q2 | $36K | Sell |
859
-4,594
| -84% | -$193K | ﹤0.01% | 219 |
|
|
2023
Q1 | $203K | Sell |
5,453
-2,393
| -30% | -$89.1K | 0.03% | 108 |
|
|
2022
Q4 | $323K | Buy |
7,846
+1
| +0% | +$41 | 0.05% | 86 |
|
|
2022
Q3 | $316K | Sell |
7,845
-6,932
| -47% | -$279K | 0.05% | 84 |
|
|
2022
Q2 | $579K | Buy |
14,777
+6,934
| +88% | +$272K | 0.09% | 68 |
|
|
2022
Q1 | $380K | Buy |
7,843
+150
| +2% | +$7.27K | 0.05% | 79 |
|
|
2021
Q4 | $369K | Sell |
7,693
-244
| -3% | -$11.7K | 0.05% | 74 |
|
|
2021
Q3 | $368K | Hold |
7,937
| – | – | 0.06% | 67 |
|
|
2021
Q2 | $359K | Buy |
7,937
+244
| +3% | +$11K | 0.05% | 69 |
|
|
2021
Q1 | $301K | Hold |
7,693
| – | – | 0.05% | 74 |
|
|
2020
Q4 | $232K | Hold |
7,693
| – | – | 0.04% | 79 |
|
|
2020
Q3 | $181K | Sell |
7,693
-681
| -8% | -$16K | 0.04% | 80 |
|
|
2020
Q2 | $214K | Buy |
8,374
+12
| +0.1% | +$307 | 0.05% | 69 |
|
|
2020
Q1 | $240K | Buy |
8,362
+8
| +0.1% | +$230 | 0.06% | 67 |
|
|
2019
Q4 | $449K | Buy |
8,354
+7
| +0.1% | +$376 | 0.1% | 60 |
|
|
2019
Q3 | $421K | Buy |
+8,347
| New | +$421K | 0.1% | 60 |
|
|
2018
Q3 | – | Sell |
-11,993
| Closed | -$665K | – | 44 |
|
|
2018
Q2 | $665K | Buy |
11,993
+1,239
| +12% | +$68.7K | 0.17% | 43 |
|
|
2018
Q1 | $564K | Buy |
10,754
+4
| +0% | +$210 | 0.13% | 45 |
|
|
2017
Q4 | $652K | Buy |
+10,750
| New | +$652K | 0.18% | 42 |
|