Private 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 | $65.7K | Buy |
820
+28
| +4% | +$2.24K | 0.02% | 143 |
|
|
2025
Q1 | $56.9K | Buy |
792
+335
| +73% | +$24.1K | 0.02% | 154 |
|
|
2024
Q4 | $32.1K | Hold |
457
| – | – | 0.01% | 222 |
|
|
2024
Q3 | $25.8K | Buy |
457
+7
| +2% | +$395 | 0.01% | 239 |
|
|
2024
Q2 | $26.7K | Hold |
450
| – | – | 0.01% | 231 |
|
|
2024
Q1 | $26.1K | Hold |
450
| – | – | 0.01% | 230 |
|
|
2023
Q4 | $22.1K | Buy |
+450
| New | +$22.1K | 0.01% | 250 |
|