Simplicity Wealth’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 | $8.19M | Buy |
102,196
+51,103
| +100% | +$4.09M | 0.34% | 70 |
|
|
2025
Q1 | $3.67M | Buy |
51,093
+31,716
| +164% | +$2.28M | 0.29% | 78 |
|
|
2024
Q4 | $1.36M | Sell |
19,377
-20,870
| -52% | -$1.47M | 0.28% | 64 |
|
|
2024
Q3 | $2.27M | Sell |
40,247
-53,896
| -57% | -$3.04M | 0.21% | 102 |
|
|
2024
Q2 | $5.59M | Buy |
94,143
+10,793
| +13% | +$641K | 0.13% | 162 |
|
|
2024
Q1 | $4.83M | Buy |
83,350
+73,181
| +720% | +$4.24M | 0.12% | 179 |
|
|
2023
Q4 | $501K | Buy |
10,169
+2,916
| +40% | +$144K | 0.19% | 97 |
|
|
2023
Q3 | $296K | Buy |
7,253
+61
| +0.8% | +$2.49K | 0.17% | 67 |
|
|
2023
Q2 | $307K | Buy |
+7,192
| New | +$307K | 0.19% | 60 |
|