Provenance Wealth Advisors’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 | $7.13K | Hold |
89
| – | – | ﹤0.01% | 325 |
|
|
2025
Q1 | $6.39K | Hold |
89
| – | – | ﹤0.01% | 339 |
|
|
2024
Q4 | $6.25K | Hold |
89
| – | – | ﹤0.01% | 356 |
|
|
2024
Q3 | $5.03K | Hold |
89
| – | – | ﹤0.01% | 400 |
|
|
2024
Q2 | $5.29K | Hold |
89
| – | – | ﹤0.01% | 323 |
|
|
2024
Q1 | $5.16K | Sell |
89
-137
| -61% | -$7.94K | ﹤0.01% | 352 |
|
|
2023
Q4 | $11.1K | Buy |
226
+138
| +157% | +$6.79K | ﹤0.01% | 311 |
|
|
2023
Q3 | $3.6K | Buy |
+88
| New | +$3.6K | ﹤0.01% | 283 |
|