Sunburst Financial 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 | $247K | Hold |
3,086
| – | – | 0.06% | 104 |
|
|
2025
Q1 | $222K | Sell |
3,086
-166
| -5% | -$11.9K | 0.05% | 106 |
|
|
2024
Q4 | $228K | Buy |
+3,252
| New | +$228K | 0.06% | 102 |
|
|
2024
Q3 | – | Sell |
-3,501
| Closed | -$208K | – | 115 |
|
|
2024
Q2 | $208K | Buy |
+3,501
| New | +$208K | 0.06% | 107 |
|
|
2020
Q1 | – | Sell |
-5,180
| Closed | -$279K | – | 68 |
|
|
2019
Q4 | $279K | Buy |
+5,180
| New | +$279K | 0.24% | 49 |
|