Thrive Wealth 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 | $1M | Buy |
12,483
+1,950
| +19% | +$156K | 0.16% | 75 |
|
|
2025
Q1 | $756K | Buy |
10,533
+3,080
| +41% | +$221K | 0.14% | 88 |
|
|
2024
Q4 | $523K | Sell |
7,453
-21
| -0.3% | -$1.48K | 0.09% | 115 |
|
|
2024
Q3 | $422K | Sell |
7,474
-25
| -0.3% | -$1.41K | 0.08% | 130 |
|
|
2024
Q2 | $445K | Sell |
7,499
-119
| -2% | -$7.07K | 0.09% | 118 |
|
|
2024
Q1 | $442K | Buy |
7,618
+737
| +11% | +$42.7K | 0.09% | 116 |
|
|
2023
Q4 | $339K | Buy |
6,881
+1,386
| +25% | +$68.2K | 0.08% | 132 |
|
|
2023
Q3 | $225K | Sell |
5,495
-240
| -4% | -$9.81K | 0.06% | 156 |
|
|
2023
Q2 | $245K | Buy |
5,735
+140
| +3% | +$5.98K | 0.06% | 156 |
|
|
2023
Q1 | $209K | Buy |
+5,595
| New | +$209K | 0.05% | 166 |
|