Pursue 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 | $443K | Hold |
5,530
| – | – | 0.25% | 67 |
|
|
2025
Q1 | $397K | Hold |
5,530
| – | – | 0.24% | 68 |
|
|
2024
Q4 | $388K | Hold |
5,530
| – | – | 0.22% | 66 |
|
|
2024
Q3 | $312K | Hold |
5,530
| – | – | 0.17% | 79 |
|
|
2024
Q2 | $328K | Sell |
5,530
-1,970
| -26% | -$117K | 0.18% | 72 |
|
|
2024
Q1 | $435K | Hold |
7,500
| – | – | 0.26% | 67 |
|
|
2023
Q4 | $369K | Hold |
7,500
| – | – | 0.24% | 65 |
|
|
2023
Q3 | $306K | Hold |
7,500
| – | – | 0.22% | 73 |
|
|
2023
Q2 | $320K | Sell |
7,500
-4,180
| -36% | -$178K | 0.2% | 76 |
|
|
2023
Q1 | $437K | Buy |
11,680
+180
| +2% | +$6.73K | 0.3% | 66 |
|
|
2022
Q4 | $475K | Hold |
11,500
| – | – | 0.37% | 67 |
|
|
2022
Q3 | $463K | Sell |
11,500
-7,500
| -39% | -$302K | 0.33% | 66 |
|
|
2022
Q2 | $744K | Hold |
19,000
| – | – | 0.47% | 54 |
|
|
2022
Q1 | $907K | Sell |
19,000
-110,627
| -85% | -$5.28M | 0.37% | 59 |
|
|
2021
Q4 | $6.22M | Buy |
+129,627
| New | +$6.22M | 2.41% | 10 |
|