Strategic Wealth Partners’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 | $153K | Buy |
+1,907
| New | +$153K | 0.01% | 346 |
|
|
2024
Q4 | $211K | Buy |
+2,672
| New | +$211K | 0.02% | 299 |
|
|
2024
Q2 | – | Sell |
-3,467
| Closed | -$201K | – | 308 |
|
|
2024
Q1 | $201K | Buy |
+3,467
| New | +$201K | 0.02% | 272 |
|
|
2020
Q3 | – | Sell |
-37,588
| Closed | -$962K | – | 166 |
|
|
2020
Q2 | $962K | Buy |
+37,588
| New | +$962K | 0.5% | 60 |
|
|
2019
Q4 | – | Sell |
-3,924
| Closed | -$192 | – | 511 |
|
|
2019
Q3 | $192 | Sell |
3,924
-1,939
| -33% | -$95 | ﹤0.01% | 247 |
|
|
2019
Q2 | $277K | Sell |
5,863
-6,438
| -52% | -$304K | 0.13% | 116 |
|
|
2019
Q1 | $600K | Sell |
12,301
-177
| -1% | -$8.63K | 0.28% | 92 |
|
|
2018
Q4 | $630K | Sell |
12,478
-729
| -6% | -$36.8K | 0.32% | 84 |
|
|
2018
Q3 | $694K | Sell |
13,207
-745
| -5% | -$39.1K | 0.37% | 80 |
|
|
2018
Q2 | $773K | Sell |
13,952
-18,023
| -56% | -$999K | 0.45% | 73 |
|
|
2018
Q1 | $1.68M | Sell |
31,975
-19,886
| -38% | -$1.04M | 0.86% | 31 |
|
|
2017
Q4 | $2.8M | Buy |
+51,861
| New | +$2.8M | 1.55% | 10 |
|