Strategic Blueprint’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 | $701K | Buy |
8,749
+3,121
| +55% | +$250K | 0.03% | 368 |
|
|
2025
Q1 | $404K | Buy |
5,628
+162
| +3% | +$11.6K | 0.02% | 467 |
|
|
2024
Q4 | $384K | Buy |
5,466
+618
| +13% | +$43.4K | 0.02% | 467 |
|
|
2024
Q3 | $274K | Sell |
4,848
-99
| -2% | -$5.59K | 0.02% | 534 |
|
|
2024
Q2 | $294K | Sell |
4,947
-946
| -16% | -$56.2K | 0.02% | 497 |
|
|
2024
Q1 | $342K | Buy |
5,893
+291
| +5% | +$16.9K | 0.02% | 463 |
|
|
2023
Q4 | $276K | Buy |
5,602
+429
| +8% | +$21.1K | 0.02% | 481 |
|
|
2023
Q3 | $211K | Sell |
5,173
-253
| -5% | -$10.3K | 0.02% | 504 |
|
|
2023
Q2 | $232K | Buy |
+5,426
| New | +$232K | 0.02% | 489 |
|
|
2021
Q3 | – | Sell |
-1,772
| Closed | -$80K | – | 1300 |
|
|
2021
Q2 | $80K | Buy |
+1,772
| New | +$80K | 0.01% | 524 |
|
|
2019
Q4 | – | Sell |
-1,749
| Closed | -$88K | – | 430 |
|
|
2019
Q3 | $88K | Buy |
+1,749
| New | +$88K | 0.07% | 119 |
|