Stone House Investment Management’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 | $38.5K | Buy |
481
+3
| +0.6% | +$240 | 0.01% | 171 |
|
|
2025
Q1 | $34.3K | Buy |
+478
| New | +$34.3K | 0.01% | 173 |
|
|
2024
Q4 | – | Sell |
-474
| Closed | -$26.7K | – | 359 |
|
|
2024
Q3 | $26.7K | Buy |
474
+4
| +0.9% | +$226 | 0.01% | 159 |
|
|
2024
Q2 | $27.9K | Buy |
470
+3
| +0.6% | +$178 | 0.01% | 163 |
|
|
2024
Q1 | $27.1K | Buy |
467
+2
| +0.4% | +$116 | 0.01% | 171 |
|
|
2023
Q4 | $22.9K | Buy |
465
+4
| +0.9% | +$197 | 0.01% | 117 |
|
|
2023
Q3 | $18.8K | Buy |
461
+4
| +0.9% | +$163 | 0.01% | 125 |
|
|
2023
Q2 | $19.5K | Buy |
457
+3
| +0.7% | +$128 | 0.01% | 120 |
|
|
2023
Q1 | $17K | Buy |
+454
| New | +$17K | 0.01% | 132 |
|
|
2019
Q2 | – | Sell |
-406
| Closed | -$20K | – | 204 |
|
|
2019
Q1 | $20K | Buy |
+406
| New | +$20K | 0.01% | 138 |
|