TFC Financial Management’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 | $7.45K | Sell |
93
-30
| -24% | -$2.4K | ﹤0.01% | 397 |
|
|
2025
Q1 | $8.83K | Buy |
123
+30
| +32% | +$2.15K | ﹤0.01% | 367 |
|
|
2024
Q4 | $6.53K | Hold |
93
| – | – | ﹤0.01% | 389 |
|
|
2024
Q3 | $5.25K | Sell |
93
-12
| -11% | -$678 | ﹤0.01% | 415 |
|
|
2024
Q2 | $6.24K | Buy |
105
+12
| +13% | +$713 | ﹤0.01% | 371 |
|
|
2024
Q1 | $5.39K | Sell |
93
-232
| -71% | -$13.4K | ﹤0.01% | 378 |
|
|
2023
Q4 | $16K | Sell |
325
-330
| -50% | -$16.2K | ﹤0.01% | 301 |
|
|
2023
Q3 | $26.8K | Hold |
655
| – | – | 0.01% | 266 |
|
|
2023
Q2 | $28K | Buy |
655
+276
| +73% | +$11.8K | 0.01% | 260 |
|
|
2023
Q1 | $14.2K | Buy |
379
+58
| +18% | +$2.17K | ﹤0.01% | 344 |
|
|
2022
Q4 | $13.3K | Buy |
321
+2
| +0.6% | +$83 | ﹤0.01% | 284 |
|
|
2022
Q3 | $13K | Hold |
319
| – | – | ﹤0.01% | 296 |
|
|
2022
Q2 | $12K | Hold |
319
| – | – | ﹤0.01% | 300 |
|
|
2022
Q1 | $15K | Hold |
319
| – | – | ﹤0.01% | 281 |
|
|
2021
Q4 | $15K | Sell |
319
-166
| -34% | -$7.81K | ﹤0.01% | 302 |
|
|
2021
Q3 | $23K | Buy |
485
+166
| +52% | +$7.87K | 0.01% | 263 |
|
|
2021
Q2 | $14K | Hold |
319
| – | – | ﹤0.01% | 297 |
|
|
2021
Q1 | $12K | Hold |
319
| – | – | ﹤0.01% | 299 |
|
|
2020
Q4 | $10K | Sell |
319
-160
| -33% | -$5.02K | ﹤0.01% | 316 |
|
|
2020
Q3 | $11K | Buy |
+479
| New | +$11K | 0.01% | 293 |
|