STAR Financial Bank’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 | $573K | Sell |
7,158
-328
| -4% | -$26.3K | 0.36% | 59 |
|
|
2025
Q1 | $537K | Hold |
7,486
| – | – | 0.39% | 59 |
|
|
2024
Q4 | $526K | Sell |
7,486
-353
| -5% | -$24.8K | 0.38% | 57 |
|
|
2024
Q3 | $443K | Hold |
7,839
| – | – | 0.3% | 71 |
|
|
2024
Q2 | $466K | Sell |
7,839
-418
| -5% | -$24.8K | 0.36% | 67 |
|
|
2024
Q1 | $479K | Hold |
8,257
| – | – | 0.41% | 60 |
|
|
2023
Q4 | $406K | Hold |
8,257
| – | – | 0.37% | 66 |
|
|
2023
Q3 | $337K | Buy |
8,257
+800
| +11% | +$32.7K | 0.35% | 70 |
|
|
2023
Q2 | $318K | Hold |
7,457
| – | – | 0.3% | 75 |
|
|
2023
Q1 | $279K | Hold |
7,457
| – | – | 0.27% | 77 |
|
|
2022
Q4 | $308K | Buy |
+7,457
| New | +$308K | 0.31% | 72 |
|