Quantum Financial 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 | $400K | Sell |
4,994
-4
| -0.1% | -$320 | 0.05% | 102 |
|
|
2025
Q1 | $359K | Buy |
4,998
+6
| +0.1% | +$431 | 0.05% | 104 |
|
|
2024
Q4 | $351K | Hold |
4,992
| – | – | 0.05% | 114 |
|
|
2024
Q3 | $282K | Hold |
4,992
| – | – | 0.04% | 133 |
|
|
2024
Q2 | $296K | Hold |
4,992
| – | – | 0.05% | 119 |
|
|
2024
Q1 | $289K | Buy |
+4,992
| New | +$289K | 0.05% | 121 |
|