Stiles Financial Services’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 | $478K | Buy |
5,965
+32
| +0.5% | +$2.56K | 0.17% | 118 |
|
|
2025
Q1 | $426K | Buy |
5,933
+29
| +0.5% | +$2.08K | 0.16% | 120 |
|
|
2024
Q4 | $415K | Sell |
5,904
-121
| -2% | -$8.5K | 0.15% | 127 |
|
|
2024
Q3 | $340K | Buy |
6,025
+39
| +0.7% | +$2.2K | 0.12% | 138 |
|
|
2024
Q2 | $356K | Sell |
5,986
-567
| -9% | -$33.7K | 0.14% | 128 |
|
|
2024
Q1 | $380K | Buy |
6,553
+92
| +1% | +$5.33K | 0.15% | 123 |
|
|
2023
Q4 | $318K | Buy |
6,461
+44
| +0.7% | +$2.17K | 0.14% | 127 |
|
|
2023
Q3 | $262K | Buy |
6,417
+45
| +0.7% | +$1.84K | 0.14% | 139 |
|
|
2023
Q2 | $272K | Buy |
+6,372
| New | +$272K | 0.14% | 153 |
|
|
2022
Q3 | – | Sell |
-8,745
| Closed | -$343K | – | 187 |
|
|
2022
Q2 | $343K | Buy |
+8,745
| New | +$343K | 0.21% | 117 |
|