Seven Mile Advisory’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 | $582K | Buy |
7,263
+244
| +3% | +$19.5K | 0.35% | 51 |
|
|
2025
Q1 | $504K | Buy |
7,019
+383
| +6% | +$27.5K | 0.34% | 56 |
|
|
2024
Q4 | $466K | Buy |
6,636
+430
| +7% | +$30.2K | 0.3% | 63 |
|
|
2024
Q3 | $351K | Sell |
6,206
-62
| -1% | -$3.5K | 0.23% | 87 |
|
|
2024
Q2 | $372K | Buy |
6,268
+68
| +1% | +$4.04K | 0.27% | 73 |
|
|
2024
Q1 | $359K | Buy |
6,200
+330
| +6% | +$19.1K | 0.27% | 80 |
|
|
2023
Q4 | $289K | Sell |
5,870
-333
| -5% | -$16.4K | 0.25% | 92 |
|
|
2023
Q3 | $253K | Buy |
6,203
+44
| +0.7% | +$1.8K | 0.27% | 88 |
|
|
2023
Q2 | $263K | Buy |
+6,159
| New | +$263K | 0.31% | 80 |
|