Sweeney & Michel’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 | $1.83M | Sell |
22,157
-623
| -3% | -$51.4K | 0.65% | 30 |
|
|
2025
Q1 | $1.41M | Buy |
+22,780
| New | +$1.41M | 0.62% | 32 |
|
|
2024
Q3 | $1.56M | Buy |
24,173
+1,956
| +9% | +$126K | 0.61% | 31 |
|
|
2024
Q2 | $1.33M | Buy |
22,217
+51
| +0.2% | +$3.05K | 0.57% | 33 |
|
|
2024
Q1 | $1.37M | Buy |
+22,166
| New | +$1.37M | 0.61% | 29 |
|
|
2023
Q3 | $905K | Buy |
22,096
+71
| +0.3% | +$2.91K | 0.47% | 38 |
|
|
2023
Q2 | $980K | Hold |
22,025
| – | – | 0.5% | 35 |
|
|
2023
Q1 | $909K | Buy |
+22,025
| New | +$909K | 0.48% | 38 |
|