Silverlake 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 | $476K | Sell |
5,945
-79
| -1% | -$6.33K | 0.14% | 174 |
|
|
2025
Q1 | $432K | Sell |
6,024
-1
| -0% | -$72 | 0.16% | 148 |
|
|
2024
Q4 | $423K | Buy |
6,025
+5
| +0.1% | +$351 | 0.16% | 151 |
|
|
2024
Q3 | $340K | Sell |
6,020
-73
| -1% | -$4.12K | 0.13% | 185 |
|
|
2024
Q2 | $362K | Buy |
6,093
+513
| +9% | +$30.5K | 0.15% | 168 |
|
|
2024
Q1 | $323K | Sell |
5,580
-25
| -0.4% | -$1.45K | 0.16% | 159 |
|
|
2023
Q4 | $276K | Sell |
5,605
-4
| -0.1% | -$197 | 0.15% | 174 |
|
|
2023
Q3 | $229K | Buy |
5,609
+32
| +0.6% | +$1.31K | 0.13% | 193 |
|
|
2023
Q2 | $238K | Sell |
5,577
-36
| -0.6% | -$1.54K | 0.13% | 183 |
|
|
2023
Q1 | $210K | Buy |
5,613
+321
| +6% | +$12K | 0.13% | 193 |
|
|
2022
Q4 | $218K | Sell |
5,292
-376
| -7% | -$15.5K | 0.14% | 181 |
|
|
2022
Q3 | $228K | Buy |
5,668
+7
| +0.1% | +$282 | 0.15% | 163 |
|
|
2022
Q2 | $222K | Sell |
5,661
-2,304
| -29% | -$90.3K | 0.14% | 174 |
|
|
2022
Q1 | $386K | Sell |
7,965
-417
| -5% | -$20.2K | 0.22% | 126 |
|
|
2021
Q4 | $402K | Buy |
+8,382
| New | +$402K | 0.22% | 118 |
|