Sierra Summit Advisors’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 | $412K | Hold |
5,148
| – | – | 0.07% | 156 |
|
|
2025
Q1 | $370K | Sell |
5,148
-120
| -2% | -$8.62K | 0.08% | 159 |
|
|
2024
Q4 | $370K | Hold |
5,268
| – | – | 0.07% | 132 |
|
|
2024
Q3 | $298K | Sell |
5,268
-2,133
| -29% | -$120K | 0.07% | 130 |
|
|
2024
Q2 | $440K | Buy |
7,401
+467
| +7% | +$27.7K | 0.11% | 101 |
|
|
2024
Q1 | $402K | Sell |
6,934
-5,200
| -43% | -$301K | 0.11% | 105 |
|
|
2023
Q4 | $597K | Buy |
+12,134
| New | +$597K | 0.17% | 75 |
|