Strategic Investment Solutions’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 | $34.2K | Hold |
426
| – | – | 0.01% | 249 |
|
|
2025
Q1 | $30.6K | Hold |
426
| – | – | 0.01% | 245 |
|
|
2024
Q4 | $29.9K | Hold |
426
| – | – | 0.01% | 267 |
|
|
2024
Q3 | $24K | Sell |
426
-7
| -2% | -$395 | 0.01% | 260 |
|
|
2024
Q2 | $19.1K | Buy |
+433
| New | +$19.1K | 0.01% | 268 |
|
|
2023
Q4 | $21.7K | Sell |
441
-27,235
| -98% | -$1.34M | ﹤0.01% | 638 |
|
|
2023
Q3 | $1.2M | Buy |
27,676
+27,238
| +6,219% | +$1.18M | 0.01% | 291 |
|
|
2023
Q2 | $17.6K | Sell |
438
-300
| -41% | -$12K | ﹤0.01% | 484 |
|
|
2023
Q1 | $27.6K | Buy |
+738
| New | +$27.6K | 0.01% | 479 |
|