Strategic Wealth Investment 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
Q1 | – | Sell |
-3,815
| Closed | -$268K | – | 128 |
|
|
2024
Q4 | $268K | Sell |
3,815
-102
| -3% | -$7.17K | 0.03% | 117 |
|
|
2024
Q3 | $217K | Buy |
3,917
+20
| +0.5% | +$1.11K | 0.02% | 126 |
|
|
2024
Q2 | $236K | Buy |
+3,897
| New | +$236K | 0.03% | 125 |
|
|
2023
Q4 | $284K | Buy |
5,779
+54
| +0.9% | +$2.66K | 0.04% | 106 |
|
|
2023
Q3 | $234K | Sell |
5,725
-1,274
| -18% | -$52.1K | 0.04% | 94 |
|
|
2023
Q2 | $299K | Buy |
6,999
+855
| +14% | +$36.5K | 0.05% | 101 |
|
|
2023
Q1 | $230K | Buy |
+6,144
| New | +$230K | 0.04% | 120 |
|