Talisman Wealth Advisors’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 | $383K | Buy |
4,775
+200
| +4% | +$16K | 0.35% | 70 |
|
|
2025
Q1 | $328K | Buy |
4,575
+53
| +1% | +$3.81K | 0.34% | 72 |
|
|
2024
Q4 | $318K | Hold |
4,522
| – | – | 0.34% | 69 |
|
|
2024
Q3 | $253K | Sell |
4,522
-195
| -4% | -$10.9K | 0.27% | 89 |
|
|
2024
Q2 | $280K | Buy |
4,717
+50
| +1% | +$2.97K | 0.32% | 73 |
|
|
2024
Q1 | $271K | Buy |
4,667
+77
| +2% | +$4.46K | 0.34% | 74 |
|
|
2023
Q4 | $226K | Buy |
+4,590
| New | +$226K | 0.34% | 78 |
|