Sachetta’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 | $393K | Buy |
4,899
+109
| +2% | +$8.73K | 0.16% | 106 |
|
|
2025
Q1 | $344K | Sell |
4,790
-25
| -0.5% | -$1.8K | 0.14% | 107 |
|
|
2024
Q4 | $338K | Sell |
4,815
-17
| -0.4% | -$1.19K | 0.13% | 112 |
|
|
2024
Q3 | $273K | Sell |
4,832
-35
| -0.7% | -$1.98K | 0.11% | 130 |
|
|
2024
Q2 | $292K | Buy |
4,867
+213
| +5% | +$12.8K | 0.13% | 123 |
|
|
2024
Q1 | $229K | Hold |
4,654
| – | – | 0.11% | 129 |
|
|
2023
Q4 | $229K | Buy |
+4,654
| New | +$229K | 0.11% | 129 |
|