Tempus Wealth Planning’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 | $265K | Buy |
3,311
+20
| +0.6% | +$1.6K | 0.07% | 225 |
|
|
2025
Q1 | $236K | Hold |
3,291
| – | – | 0.07% | 230 |
|
|
2024
Q4 | $231K | Buy |
+3,291
| New | +$231K | 0.07% | 219 |
|
|
2023
Q3 | – | Sell |
-4,873
| Closed | -$208K | – | 194 |
|
|
2023
Q2 | $208K | Buy |
+4,873
| New | +$208K | 0.09% | 177 |
|
|
2023
Q1 | – | Sell |
-4,873
| Closed | -$201K | – | 195 |
|
|
2022
Q4 | $201K | Buy |
+4,873
| New | +$201K | 0.12% | 172 |
|
|
2022
Q2 | – | Sell |
-4,873
| Closed | -$236K | – | 145 |
|
|
2022
Q1 | $236K | Sell |
4,873
-1,583
| -25% | -$76.7K | 0.17% | 119 |
|
|
2021
Q4 | $310K | Sell |
6,456
-25
| -0.4% | -$1.2K | 0.17% | 123 |
|
|
2021
Q3 | $301K | Sell |
6,481
-42
| -0.6% | -$1.95K | 0.17% | 127 |
|
|
2021
Q2 | $295K | Hold |
6,523
| – | – | 0.2% | 121 |
|
|
2021
Q1 | $255K | Buy |
+6,523
| New | +$255K | 0.27% | 83 |
|
|
2020
Q1 | – | Sell |
-5,860
| Closed | -$315K | – | 76 |
|
|
2019
Q4 | $315K | Buy |
+5,860
| New | +$315K | 0.28% | 61 |
|