Retirement Planning Company of New England’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 | $1.48M | Buy |
18,471
+37
| +0.2% | +$2.96K | 0.66% | 37 |
|
|
2025
Q1 | $1.32M | Buy |
18,434
+144
| +0.8% | +$10.3K | 0.66% | 36 |
|
|
2024
Q4 | $1.28M | Sell |
18,290
-390
| -2% | -$27.4K | 0.62% | 38 |
|
|
2024
Q3 | $1.06M | Buy |
18,680
+835
| +5% | +$47.2K | 0.53% | 52 |
|
|
2024
Q2 | $1.06M | Sell |
17,845
-474
| -3% | -$28.2K | 0.58% | 47 |
|
|
2024
Q1 | $1.06M | Sell |
18,319
-18,403
| -50% | -$1.07M | 0.58% | 47 |
|
|
2023
Q4 | $1.81M | Buy |
36,722
+618
| +2% | +$30.4K | 0.81% | 30 |
|
|
2023
Q3 | $1.48M | Buy |
36,104
+13,557
| +60% | +$554K | 0.82% | 30 |
|
|
2023
Q2 | $962K | Buy |
22,547
+29
| +0.1% | +$1.24K | 0.55% | 56 |
|
|
2023
Q1 | $842K | Sell |
22,518
-52
| -0.2% | -$1.94K | 0.51% | 62 |
|
|
2022
Q4 | $932K | Buy |
22,570
+30
| +0.1% | +$1.24K | 0.61% | 53 |
|
|
2022
Q3 | $906K | Buy |
22,540
+96
| +0.4% | +$3.86K | 0.65% | 46 |
|
|
2022
Q2 | $879K | Buy |
22,444
+220
| +1% | +$8.62K | 0.6% | 51 |
|
|
2022
Q1 | $1.08M | Sell |
22,224
-61
| -0.3% | -$2.95K | 0.61% | 48 |
|
|
2021
Q4 | $1.07M | Buy |
+22,285
| New | +$1.07M | 0.52% | 45 |
|