Private 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 | $360K | Buy |
4,490
+320
| +8% | +$25.6K | 0.19% | 52 |
|
|
2025
Q1 | $299K | Buy |
4,170
+58
| +1% | +$4.16K | 0.18% | 49 |
|
|
2024
Q4 | $289K | Hold |
4,112
| – | – | 0.14% | 58 |
|
|
2024
Q3 | $232K | Sell |
4,112
-16,000
| -80% | -$904K | 0.12% | 59 |
|
|
2024
Q2 | $1.19M | Hold |
20,112
| – | – | 0.63% | 28 |
|
|
2024
Q1 | $1.17M | Hold |
20,112
| – | – | 0.6% | 29 |
|
|
2023
Q4 | $990K | Hold |
20,112
| – | – | 0.56% | 27 |
|
|
2023
Q3 | $822K | Hold |
20,112
| – | – | 0.54% | 30 |
|
|
2023
Q2 | $858K | Hold |
20,112
| – | – | 0.88% | 28 |
|
|
2023
Q1 | $752K | Hold |
20,112
| – | – | 1.03% | 30 |
|
|
2022
Q4 | $830K | Hold |
20,112
| – | – | 1.18% | 27 |
|
|
2022
Q3 | $809K | Sell |
20,112
-1,100
| -5% | -$44.2K | 1.26% | 24 |
|
|
2022
Q2 | $831K | Sell |
21,212
-4,400
| -17% | -$172K | 1.03% | 24 |
|
|
2022
Q1 | $1.24M | Buy |
+25,612
| New | +$1.24M | 0.91% | 23 |
|