Secure Asset Management’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 | $547K | Buy |
6,833
+667
| +11% | +$53.4K | 0.1% | 176 |
|
|
2025
Q1 | $443K | Buy |
6,166
+1,099
| +22% | +$78.9K | 0.09% | 184 |
|
|
2024
Q4 | $356K | Buy |
5,067
+530
| +12% | +$37.2K | 0.05% | 233 |
|
|
2024
Q3 | $256K | Buy |
+4,537
| New | +$256K | 0.04% | 258 |
|
|
2020
Q1 | – | Sell |
-6,883
| Closed | -$370K | – | 159 |
|
|
2019
Q4 | $370K | Buy |
+6,883
| New | +$370K | 0.26% | 95 |
|