Spire 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 | $1.06M | Sell |
13,170
-4,505
| -25% | -$361K | 0.04% | 355 |
|
|
2025
Q1 | $1.27M | Buy |
17,675
+1,750
| +11% | +$126K | 0.04% | 350 |
|
|
2024
Q4 | $1.12M | Sell |
15,925
-752
| -5% | -$52.8K | 0.03% | 367 |
|
|
2024
Q3 | $942K | Sell |
16,677
-214
| -1% | -$12.1K | 0.03% | 384 |
|
|
2024
Q2 | $1M | Sell |
16,891
-4,482
| -21% | -$266K | 0.04% | 341 |
|
|
2024
Q1 | $1.24M | Buy |
21,373
+1,248
| +6% | +$72.3K | 0.02% | 336 |
|
|
2023
Q4 | $968K | Buy |
20,125
+100
| +0.5% | +$4.81K | 0.03% | 370 |
|
|
2023
Q3 | $818K | Sell |
20,025
-5,893
| -23% | -$241K | 0.03% | 375 |
|
|
2023
Q2 | $1.11M | Sell |
25,918
-2,129
| -8% | -$90.9K | 0.04% | 332 |
|
|
2023
Q1 | $1.05M | Buy |
28,047
+12,749
| +83% | +$477K | 0.04% | 334 |
|
|
2022
Q4 | $632K | Sell |
15,298
-5,640
| -27% | -$233K | 0.04% | 316 |
|
|
2022
Q3 | $842K | Sell |
20,938
-8,245
| -28% | -$332K | 0.05% | 239 |
|
|
2022
Q2 | $1.14M | Sell |
29,183
-11,682
| -29% | -$458K | 0.05% | 307 |
|
|
2022
Q1 | $1.99M | Sell |
40,865
-7,624
| -16% | -$370K | 0.05% | 273 |
|
|
2021
Q4 | $2.33M | Buy |
48,489
+13,664
| +39% | +$657K | 0.05% | 286 |
|
|
2021
Q3 | $1.63M | Buy |
34,825
+3,022
| +10% | +$141K | 0.04% | 315 |
|
|
2021
Q2 | $1.47M | Sell |
31,803
-8,988
| -22% | -$414K | 0.04% | 340 |
|
|
2021
Q1 | $1.6M | Buy |
+40,791
| New | +$1.6M | 0.04% | 330 |
|