Resonant Capital 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 | $968K | Buy |
12,083
+2,559
| +27% | +$205K | 0.06% | 162 |
|
|
2025
Q1 | $684K | Sell |
9,524
-20
| -0.2% | -$1.44K | 0.05% | 179 |
|
|
2024
Q4 | $670K | Buy |
9,544
+1,058
| +12% | +$74.3K | 0.05% | 176 |
|
|
2024
Q3 | $479K | Buy |
8,486
+426
| +5% | +$24.1K | 0.04% | 215 |
|
|
2024
Q2 | $479K | Buy |
8,060
+1,669
| +26% | +$99.1K | 0.04% | 209 |
|
|
2024
Q1 | $370K | Buy |
6,391
+2,268
| +55% | +$131K | 0.03% | 234 |
|
|
2023
Q4 | $203K | Buy |
+4,123
| New | +$203K | 0.02% | 278 |
|
|
2023
Q3 | – | Sell |
-4,712
| Closed | -$201K | – | 282 |
|
|
2023
Q2 | $201K | Buy |
+4,712
| New | +$201K | 0.02% | 262 |
|
|
2022
Q2 | – | Sell |
-4,152
| Closed | -$202K | – | 261 |
|
|
2022
Q1 | $202K | Buy |
+4,152
| New | +$202K | 0.03% | 220 |
|
|
2020
Q1 | – | Sell |
-5,544
| Closed | -$298K | – | 213 |
|
|
2019
Q4 | $298K | Buy |
+5,544
| New | +$298K | 0.09% | 173 |
|