Safeguard Investment Advisory Group’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 | $607K | Sell |
7,576
-328
| -4% | -$26.3K | 0.15% | 66 |
|
|
2025
Q1 | $568K | Buy |
7,904
+2,065
| +35% | +$148K | 0.15% | 61 |
|
|
2024
Q4 | $410K | Buy |
5,839
+137
| +2% | +$9.62K | 0.11% | 69 |
|
|
2024
Q3 | $322K | Buy |
5,702
+1,597
| +39% | +$90.2K | 0.09% | 78 |
|
|
2024
Q2 | $244K | Buy |
+4,105
| New | +$244K | 0.08% | 89 |
|
|
2021
Q1 | – | Sell |
-1,152
| Closed | -$34K | – | 722 |
|
|
2020
Q4 | $34K | Buy |
+1,152
| New | +$34K | 0.03% | 244 |
|