Stephens Consulting’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 | $7.45K | Buy |
+93
| New | +$7.45K | ﹤0.01% | 357 |
|
|
2025
Q1 | – | Sell |
-256
| Closed | -$18K | – | 1555 |
|
|
2024
Q4 | $18K | Sell |
256
-99
| -28% | -$6.95K | ﹤0.01% | 286 |
|
|
2024
Q3 | $20.1K | Hold |
355
| – | – | 0.01% | 260 |
|
|
2024
Q2 | $21.1K | Hold |
355
| – | – | 0.01% | 257 |
|
|
2024
Q1 | $20.6K | Hold |
355
| – | – | 0.01% | 243 |
|
|
2023
Q4 | $17.5K | Hold |
355
| – | – | 0.01% | 262 |
|
|
2023
Q3 | $14.5K | Hold |
355
| – | – | 0.01% | 278 |
|
|
2023
Q2 | $15.2K | Hold |
355
| – | – | 0.01% | 272 |
|
|
2023
Q1 | $13.3K | Hold |
355
| – | – | 0.01% | 286 |
|
|
2022
Q4 | $14.7K | Hold |
355
| – | – | 0.01% | 254 |
|
|
2022
Q3 | $14.3K | Hold |
355
| – | – | 0.01% | 283 |
|
|
2022
Q2 | $13.9K | Hold |
355
| – | – | 0.01% | 275 |
|
|
2022
Q1 | $17.2K | Hold |
355
| – | – | 0.01% | 284 |
|
|
2021
Q4 | $17K | Buy |
+355
| New | +$17K | 0.01% | 313 |
|