Prestige Wealth Management 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 | $129K | Hold |
1,604
| – | – | 0.03% | 193 |
|
|
2025
Q1 | $115K | Hold |
1,604
| – | – | 0.02% | 190 |
|
|
2024
Q4 | $113K | Hold |
1,604
| – | – | 0.02% | 191 |
|
|
2024
Q3 | $90.6K | Sell |
1,604
-9,050
| -85% | -$511K | 0.02% | 199 |
|
|
2024
Q2 | $633K | Buy |
10,654
+9,050
| +564% | +$537K | 0.14% | 75 |
|
|
2024
Q1 | $93K | Sell |
1,604
-11,041
| -87% | -$640K | 0.02% | 211 |
|
|
2023
Q4 | $622K | Buy |
12,645
+1,259
| +11% | +$62K | 0.14% | 72 |
|
|
2023
Q3 | $465K | Buy |
11,386
+9,623
| +546% | +$393K | 0.11% | 83 |
|
|
2023
Q2 | $75.2K | Sell |
1,763
-762
| -30% | -$32.5K | 0.02% | 228 |
|
|
2023
Q1 | $94.4K | Sell |
2,525
-130
| -5% | -$4.86K | 0.02% | 190 |
|
|
2022
Q4 | $110K | Buy |
2,655
+126
| +5% | +$5.2K | 0.03% | 182 |
|
|
2022
Q3 | $102K | Buy |
2,529
+23
| +0.9% | +$928 | 0.03% | 172 |
|
|
2022
Q2 | $98K | Sell |
2,506
-713
| -22% | -$27.9K | 0.03% | 179 |
|
|
2022
Q1 | $156K | Buy |
3,219
+13
| +0.4% | +$630 | 0.04% | 162 |
|
|
2021
Q4 | $154K | Buy |
3,206
+279
| +10% | +$13.4K | 0.04% | 161 |
|
|
2021
Q3 | $136K | Sell |
2,927
-3,508
| -55% | -$163K | 0.03% | 166 |
|
|
2021
Q2 | $291K | Buy |
6,435
+2,288
| +55% | +$103K | 0.08% | 102 |
|
|
2021
Q1 | $162K | Buy |
4,147
+1,441
| +53% | +$56.3K | 0.04% | 139 |
|
|
2020
Q4 | $82K | Buy |
2,706
+142
| +6% | +$4.3K | 0.02% | 196 |
|
|
2020
Q3 | $60K | Sell |
2,564
-1,905
| -43% | -$44.6K | 0.02% | 229 |
|
|
2020
Q2 | $114K | Buy |
4,469
+1,561
| +54% | +$39.8K | 0.04% | 142 |
|
|
2020
Q1 | $83K | Buy |
2,908
+469
| +19% | +$13.4K | 0.04% | 133 |
|
|
2019
Q4 | $131K | Hold |
2,439
| – | – | 0.07% | 146 |
|
|
2019
Q3 | $123K | Buy |
2,439
+1,050
| +76% | +$53K | 0.07% | 139 |
|
|
2019
Q2 | $66K | Hold |
1,389
| – | – | 0.04% | 179 |
|
|
2019
Q1 | $67K | Sell |
1,389
-1,202
| -46% | -$58K | 0.04% | 173 |
|
|
2018
Q4 | $119K | Buy |
+2,591
| New | +$119K | 0.09% | 138 |
|