Relyea Zuckerberg Hanson’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 | $548K | Sell |
6,834
-264
| -4% | -$21.2K | 0.06% | 142 |
|
|
2025
Q1 | $510K | Buy |
7,098
+245
| +4% | +$17.6K | 0.07% | 141 |
|
|
2024
Q4 | $481K | Buy |
6,853
+478
| +7% | +$33.6K | 0.06% | 149 |
|
|
2024
Q3 | $360K | Buy |
6,375
+361
| +6% | +$20.4K | 0.05% | 177 |
|
|
2024
Q2 | $357K | Buy |
6,014
+165
| +3% | +$9.8K | 0.06% | 161 |
|
|
2024
Q1 | $339K | Buy |
5,849
+222
| +4% | +$12.9K | 0.06% | 165 |
|
|
2023
Q4 | $277K | Buy |
+5,627
| New | +$277K | 0.05% | 171 |
|