Saxon Interests’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 | $293K | Hold |
4,081
| – | – | 0.14% | 145 |
|
|
2025
Q1 | $293K | Buy |
4,081
+1
| +0% | +$72 | 0.14% | 145 |
|
|
2024
Q4 | $287K | Sell |
4,080
-338
| -8% | -$23.7K | 0.13% | 145 |
|
|
2024
Q3 | $250K | Sell |
4,418
-174
| -4% | -$9.83K | 0.11% | 149 |
|
|
2024
Q2 | $273K | Sell |
4,592
-333
| -7% | -$19.8K | 0.13% | 141 |
|
|
2024
Q1 | $285K | Buy |
4,925
+87
| +2% | +$5.04K | 0.14% | 139 |
|
|
2023
Q4 | $238K | Buy |
+4,838
| New | +$238K | 0.12% | 159 |
|