Silvia McColl 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 | $485K | Buy |
6,048
+1
| +0% | +$80 | 0.35% | 69 |
|
|
2025
Q1 | $434K | Buy |
6,047
+2
| +0% | +$144 | 0.33% | 69 |
|
|
2024
Q4 | $425K | Buy |
6,045
+2
| +0% | +$140 | 0.32% | 71 |
|
|
2024
Q3 | $341K | Buy |
6,043
+2
| +0% | +$113 | 0.26% | 79 |
|
|
2024
Q2 | $359K | Buy |
6,041
+2
| +0% | +$119 | 0.3% | 75 |
|
|
2024
Q1 | $344K | Buy |
6,039
+2
| +0% | +$114 | 0.29% | 75 |
|
|
2023
Q4 | $297K | Sell |
6,037
-720
| -11% | -$35.4K | 0.27% | 77 |
|
|
2023
Q3 | $276K | Sell |
6,757
-457
| -6% | -$18.7K | 0.28% | 79 |
|
|
2023
Q2 | $308K | Buy |
7,214
+4
| +0.1% | +$171 | 0.29% | 77 |
|
|
2023
Q1 | $270K | Buy |
7,210
+322
| +5% | +$12K | 0.27% | 82 |
|
|
2022
Q4 | $284K | Buy |
+6,888
| New | +$284K | 0.28% | 82 |
|