Spectrum Wealth Counsel’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $638K | Hold |
8,885
| – | – | 0.08% | 78 |
|
|
2024
Q4 | $624K | Hold |
8,885
| – | – | 0.07% | 84 |
|
|
2024
Q3 | $502K | Sell |
8,885
-681
| -7% | -$38.5K | 0.06% | 93 |
|
|
2024
Q2 | $568K | Buy |
9,566
+681
| +8% | +$40.4K | 0.07% | 80 |
|
|
2024
Q1 | $515K | Hold |
8,885
| – | – | 0.06% | 92 |
|
|
2023
Q4 | $437K | Buy |
+8,885
| New | +$437K | 0.06% | 100 |
|