Quotient 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 | $1.17M | Buy |
14,585
+1,808
| +14% | +$145K | 0.03% | 105 |
|
|
2025
Q1 | $917K | Buy |
12,777
+709
| +6% | +$50.9K | 0.03% | 115 |
|
|
2024
Q4 | $848K | Buy |
12,068
+214
| +2% | +$15K | 0.03% | 118 |
|
|
2024
Q3 | $670K | Sell |
11,854
-1,245
| -10% | -$70.3K | 0.02% | 145 |
|
|
2024
Q2 | $778K | Buy |
13,099
+650
| +5% | +$38.6K | 0.03% | 124 |
|
|
2024
Q1 | $722K | Sell |
12,449
-2,339
| -16% | -$136K | 0.03% | 137 |
|
|
2023
Q4 | $728K | Buy |
+14,788
| New | +$728K | 0.03% | 145 |
|