Spartan Planning & 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 | $558K | Buy |
6,960
+330
| +5% | +$26.4K | 0.48% | 36 |
|
|
2025
Q1 | $476K | Buy |
6,630
+578
| +10% | +$41.5K | 0.46% | 39 |
|
|
2024
Q4 | $425K | Buy |
+6,052
| New | +$425K | 0.39% | 43 |
|
|
2023
Q4 | $219K | Buy |
+4,457
| New | +$219K | 0.23% | 52 |
|
|
2022
Q4 | – | Sell |
-6
| Closed | – | – | 174 |
|
|
2022
Q3 | $0 | Buy |
+6
| New | – | ﹤0.01% | 123 |
|
|
2022
Q2 | – | Sell |
-1,080
| Closed | -$52K | – | 159 |
|
|
2022
Q1 | $52K | Buy |
+1,080
| New | +$52K | 0.07% | 86 |
|