Shelton Wealth 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 | $2.38M | Buy |
29,675
+21
| +0.1% | +$1.68K | 1.15% | 20 |
|
|
2025
Q1 | $2.13M | Buy |
29,654
+19
| +0.1% | +$1.36K | 1.16% | 17 |
|
|
2024
Q4 | $2.08M | Buy |
29,635
+20
| +0.1% | +$1.41K | 1.08% | 20 |
|
|
2024
Q3 | $1.67M | Buy |
29,615
+26
| +0.1% | +$1.47K | 0.91% | 27 |
|
|
2024
Q2 | $1.76M | Buy |
29,589
+22
| +0.1% | +$1.31K | 1% | 23 |
|
|
2024
Q1 | $1.71M | Buy |
29,567
+23
| +0.1% | +$1.33K | 1.08% | 24 |
|
|
2023
Q4 | $1.45M | Buy |
29,544
+29
| +0.1% | +$1.43K | 1.03% | 26 |
|
|
2023
Q3 | $1.21M | Buy |
29,515
+30
| +0.1% | +$1.23K | 0.96% | 21 |
|
|
2023
Q2 | $1.26M | Sell |
29,485
-774
| -3% | -$33K | 0.98% | 21 |
|
|
2023
Q1 | $1.13M | Buy |
30,259
+74
| +0.2% | +$2.77K | 0.92% | 21 |
|
|
2022
Q4 | $1.25M | Buy |
30,185
+23
| +0.1% | +$950 | 0.98% | 23 |
|
|
2022
Q3 | $1.21M | Buy |
30,162
+166
| +0.6% | +$6.68K | 1.08% | 22 |
|
|
2022
Q2 | $1.18M | Buy |
29,996
+57
| +0.2% | +$2.23K | 1% | 22 |
|
|
2022
Q1 | $1.45M | Buy |
29,939
+1,628
| +6% | +$78.9K | 1.14% | 20 |
|
|
2021
Q4 | $1.36M | Buy |
+28,311
| New | +$1.36M | 1.07% | 18 |
|