Quadcap Wealth Management’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 | $802K | Buy |
10,016
+206
| +2% | +$16.5K | 0.1% | 175 |
|
|
2025
Q1 | $704K | Buy |
9,810
+306
| +3% | +$22K | 0.1% | 190 |
|
|
2024
Q4 | $668K | Sell |
9,504
-41
| -0.4% | -$2.88K | 0.1% | 198 |
|
|
2024
Q3 | $539K | Sell |
9,545
-401
| -4% | -$22.7K | 0.08% | 238 |
|
|
2024
Q2 | $591K | Sell |
9,946
-256
| -3% | -$15.2K | 0.11% | 214 |
|
|
2024
Q1 | $591K | Sell |
10,202
-1,501
| -13% | -$87K | 0.13% | 182 |
|
|
2023
Q4 | $576K | Buy |
+11,703
| New | +$576K | 0.15% | 183 |
|