Sound Income Strategies’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 | $614K | Buy |
7,668
+70
| +0.9% | +$5.61K | 0.04% | 173 |
|
|
2025
Q1 | $545K | Buy |
7,598
+99
| +1% | +$7.11K | 0.03% | 181 |
|
|
2024
Q4 | $527K | Buy |
7,499
+1,075
| +17% | +$75.5K | 0.03% | 163 |
|
|
2024
Q3 | $363K | Sell |
6,424
-52
| -0.8% | -$2.94K | 0.02% | 187 |
|
|
2024
Q2 | $385K | Buy |
6,476
+91
| +1% | +$5.41K | 0.02% | 170 |
|
|
2024
Q1 | $370K | Sell |
6,385
-543
| -8% | -$31.5K | 0.03% | 171 |
|
|
2023
Q4 | $341K | Sell |
6,928
-1,960
| -22% | -$96.5K | 0.03% | 154 |
|
|
2023
Q3 | $363K | Buy |
8,888
+7,268
| +449% | +$297K | 0.03% | 126 |
|
|
2023
Q2 | $69.1K | Buy |
1,620
+734
| +83% | +$31.3K | 0.01% | 261 |
|
|
2023
Q1 | $33.1K | Sell |
886
-25
| -3% | -$935 | ﹤0.01% | 338 |
|
|
2022
Q4 | $37.6K | Hold |
911
| – | – | ﹤0.01% | 291 |
|
|
2022
Q3 | $37K | Buy |
911
+318
| +54% | +$12.9K | 0.01% | 267 |
|
|
2022
Q2 | $23K | Hold |
593
| – | – | ﹤0.01% | 333 |
|
|
2022
Q1 | $29K | Sell |
593
-92
| -13% | -$4.5K | ﹤0.01% | 304 |
|
|
2021
Q4 | $33K | Buy |
685
+258
| +60% | +$12.4K | ﹤0.01% | 295 |
|
|
2021
Q3 | $20K | Hold |
427
| – | – | ﹤0.01% | 348 |
|
|
2021
Q2 | $19K | Buy |
427
+200
| +88% | +$8.9K | ﹤0.01% | 361 |
|
|
2021
Q1 | $8.87K | Sell |
227
-196
| -46% | -$7.66K | ﹤0.01% | 517 |
|
|
2020
Q4 | $13K | Sell |
423
-849
| -67% | -$26.1K | ﹤0.01% | 412 |
|
|
2020
Q3 | $30K | Buy |
1,272
+694
| +120% | +$16.4K | 0.01% | 235 |
|
|
2020
Q2 | $15K | Sell |
578
-5,846
| -91% | -$152K | ﹤0.01% | 321 |
|
|
2020
Q1 | $184K | Buy |
6,424
+5,863
| +1,045% | +$168K | 0.06% | 62 |
|
|
2019
Q4 | $30K | Buy |
561
+1
| +0.2% | +$53 | 0.01% | 190 |
|
|
2019
Q3 | $28K | Buy |
560
+179
| +47% | +$8.95K | 0.01% | 177 |
|
|
2019
Q2 | $18K | Sell |
381
-27
| -7% | -$1.28K | 0.01% | 244 |
|
|
2019
Q1 | $20K | Hold |
408
| – | – | 0.01% | 234 |
|
|
2018
Q4 | $19K | Sell |
408
-101
| -20% | -$4.7K | 0.01% | 245 |
|
|
2018
Q3 | $27K | Buy |
509
+100
| +24% | +$5.31K | 0.01% | 200 |
|
|
2018
Q2 | $23K | Sell |
409
-44
| -10% | -$2.47K | 0.01% | 203 |
|
|
2018
Q1 | $24K | Buy |
453
+181
| +67% | +$9.59K | 0.02% | 179 |
|
|
2017
Q4 | $16K | Buy |
+272
| New | +$16K | 0.01% | 167 |
|