Premier Path Wealth 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 | $2M | Buy |
24,959
+1,593
| +7% | +$128K | 0.28% | 81 |
|
|
2025
Q1 | $1.68M | Buy |
23,366
+235
| +1% | +$16.9K | 0.26% | 90 |
|
|
2024
Q4 | $1.62M | Sell |
23,131
-20,835
| -47% | -$1.46M | 0.25% | 92 |
|
|
2024
Q3 | $2.48M | Buy |
43,966
+1,146
| +3% | +$64.7K | 0.39% | 59 |
|
|
2024
Q2 | $2.54M | Buy |
42,820
+152
| +0.4% | +$9.03K | 0.43% | 49 |
|
|
2024
Q1 | $2.47M | Buy |
42,668
+705
| +2% | +$40.9K | 0.47% | 46 |
|
|
2023
Q4 | $2.06M | Buy |
+41,963
| New | +$2.06M | 0.45% | 48 |
|