Steph & Co’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 | $821K | Hold |
10,248
| – | – | 0.27% | 36 |
|
|
2025
Q1 | $736K | Hold |
10,248
| – | – | 0.26% | 40 |
|
|
2024
Q4 | $720K | Hold |
10,248
| – | – | 0.24% | 41 |
|
|
2024
Q3 | $579K | Hold |
10,248
| – | – | 0.18% | 53 |
|
|
2024
Q2 | $609K | Hold |
10,248
| – | – | 0.21% | 48 |
|
|
2024
Q1 | $594K | Hold |
10,248
| – | – | 0.2% | 52 |
|
|
2023
Q4 | $504K | Hold |
10,248
| – | – | 0.25% | 48 |
|
|
2023
Q3 | $419K | Hold |
10,248
| – | – | 0.23% | 60 |
|
|
2023
Q2 | $437K | Hold |
10,248
| – | – | 0.24% | 57 |
|
|
2023
Q1 | $383K | Hold |
10,248
| – | – | 0.24% | 62 |
|
|
2022
Q4 | $423K | Hold |
10,248
| – | – | 0.27% | 55 |
|
|
2022
Q3 | $412K | Hold |
10,248
| – | – | 0.29% | 51 |
|
|
2022
Q2 | $401K | Sell |
10,248
-586
| -5% | -$22.9K | 0.24% | 52 |
|
|
2022
Q1 | $525K | Hold |
10,834
| – | – | 0.31% | 42 |
|
|
2021
Q4 | $520K | Buy |
10,834
+586
| +6% | +$28.1K | 0.3% | 38 |
|
|
2021
Q3 | $476K | Hold |
10,248
| – | – | 0.3% | 39 |
|
|
2021
Q2 | $464K | Hold |
10,248
| – | – | 0.3% | 35 |
|
|
2021
Q1 | $400K | Hold |
10,248
| – | – | 0.28% | 33 |
|
|
2020
Q4 | $309K | Hold |
10,248
| – | – | 0.24% | 42 |
|
|
2020
Q3 | $241K | Sell |
10,248
-1,000
| -9% | -$23.5K | 0.23% | 45 |
|
|
2020
Q2 | $288K | Hold |
11,248
| – | – | 0.29% | 39 |
|
|
2020
Q1 | $323K | Sell |
11,248
-5,097
| -31% | -$146K | 0.37% | 36 |
|
|
2019
Q4 | $879K | Buy |
+16,345
| New | +$879K | 0.75% | 28 |
|