SteelPeak Wealth’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 | $3.22M | Buy |
40,171
+30,906
| +334% | +$2.48M | 0.12% | 127 |
|
|
2025
Q1 | $665K | Buy |
9,265
+3,070
| +50% | +$220K | 0.03% | 297 |
|
|
2024
Q4 | $435K | Sell |
6,195
-1,128
| -15% | -$79.2K | 0.02% | 335 |
|
|
2024
Q3 | $414K | Buy |
7,323
+311
| +4% | +$17.6K | 0.02% | 331 |
|
|
2024
Q2 | $416K | Sell |
7,012
-10,602
| -60% | -$630K | 0.02% | 316 |
|
|
2024
Q1 | $1.02M | Sell |
17,614
-67,622
| -79% | -$3.92M | 0.05% | 208 |
|
|
2023
Q4 | $4.2M | Sell |
85,236
-210,949
| -71% | -$10.4M | 0.24% | 89 |
|
|
2023
Q3 | $12.1M | Buy |
296,185
+265,081
| +852% | +$10.8M | 0.76% | 31 |
|
|
2023
Q2 | $1.33M | Buy |
31,104
+2,693
| +9% | +$115K | 0.08% | 159 |
|
|
2023
Q1 | $1.06M | Buy |
28,411
+6,539
| +30% | +$244K | 0.07% | 161 |
|
|
2022
Q4 | $903K | Buy |
21,872
+7,670
| +54% | +$317K | 0.07% | 179 |
|
|
2022
Q3 | $571K | Sell |
14,202
-1,100
| -7% | -$44.2K | 0.04% | 223 |
|
|
2022
Q2 | $599K | Sell |
15,302
-900
| -6% | -$35.2K | 0.04% | 230 |
|
|
2022
Q1 | $785K | Buy |
16,202
+1,417
| +10% | +$68.7K | 0.04% | 205 |
|
|
2021
Q4 | $709K | Sell |
14,785
-1,214
| -8% | -$58.2K | 0.04% | 202 |
|
|
2021
Q3 | $743K | Sell |
15,999
-894
| -5% | -$41.5K | 0.05% | 194 |
|
|
2021
Q2 | $765K | Buy |
16,893
+2,367
| +16% | +$107K | 0.05% | 196 |
|
|
2021
Q1 | $568K | Sell |
14,526
-3,477
| -19% | -$136K | 0.04% | 211 |
|
|
2020
Q4 | $543K | Sell |
18,003
-24,906
| -58% | -$751K | 0.05% | 200 |
|
|
2020
Q3 | $1.01M | Sell |
42,909
-7,114
| -14% | -$167K | 0.11% | 138 |
|
|
2020
Q2 | $1.28M | Buy |
50,023
+35,711
| +250% | +$914K | 0.16% | 100 |
|
|
2020
Q1 | $411K | Buy |
14,312
+373
| +3% | +$10.7K | 0.06% | 155 |
|
|
2019
Q4 | $750K | Buy |
+13,939
| New | +$750K | 0.1% | 156 |
|