SYM Financial Corp’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 | $422K | Buy |
5,272
+364
| +7% | +$29.2K | 0.05% | 149 |
|
|
2025
Q1 | $352K | Buy |
4,908
+311
| +7% | +$22.3K | 0.04% | 147 |
|
|
2024
Q4 | $323K | Sell |
4,597
-1,640
| -26% | -$115K | 0.04% | 144 |
|
|
2024
Q3 | $352K | Buy |
6,237
+2,217
| +55% | +$125K | 0.05% | 101 |
|
|
2024
Q2 | $239K | Buy |
+4,020
| New | +$239K | 0.04% | 125 |
|