Strategic Planning Group’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 | $2M | Buy |
25,017
+21,981
| +724% | +$1.76M | 0.33% | 64 |
|
|
2025
Q1 | $218K | Buy |
3,036
+145
| +5% | +$10.4K | 0.04% | 79 |
|
|
2024
Q4 | $203K | Buy |
+2,891
| New | +$203K | 0.04% | 80 |
|
|
2024
Q2 | – | Sell |
-28,025
| Closed | -$1.62M | – | 118 |
|
|
2024
Q1 | $1.62M | Buy |
28,025
+2,481
| +10% | +$144K | 0.41% | 66 |
|
|
2023
Q4 | $1.26M | Buy |
+25,544
| New | +$1.26M | 0.42% | 67 |
|