Quantum Private Wealth’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 | $220K | Buy |
+2,750
| New | +$220K | 0.07% | 157 |
|
|
2025
Q1 | – | Sell |
-3,463
| Closed | -$243K | – | 183 |
|
|
2024
Q4 | $243K | Buy |
+3,463
| New | +$243K | 0.08% | 159 |
|
|
2024
Q3 | – | Sell |
-3,463
| Closed | -$206K | – | 196 |
|
|
2024
Q2 | $206K | Hold |
3,463
| – | – | 0.07% | 173 |
|
|
2024
Q1 | $201K | Buy |
+3,463
| New | +$201K | 0.07% | 170 |
|