Tobias Financial 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 | $242K | Buy |
3,022
+202
| +7% | +$16.2K | 0.04% | 106 |
|
|
2025
Q1 | $202K | Buy |
+2,820
| New | +$202K | 0.04% | 109 |
|
|
2023
Q3 | – | Sell |
-5,908
| Closed | -$252K | – | 99 |
|
|
2023
Q2 | $252K | Buy |
+5,908
| New | +$252K | 0.07% | 81 |
|
|
2020
Q1 | – | Sell |
-100
| Closed | -$5K | – | 292 |
|
|
2019
Q4 | $5K | Buy |
+100
| New | +$5K | ﹤0.01% | 221 |
|