Towerpoint Wealth’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 | $316K | Hold |
3,946
| – | – | 0.14% | 70 |
|
|
2025
Q1 | $283K | Hold |
3,946
| – | – | 0.14% | 68 |
|
|
2024
Q4 | $277K | Hold |
3,946
| – | – | 0.14% | 68 |
|
|
2024
Q3 | $223K | Hold |
3,946
| – | – | 0.11% | 79 |
|
|
2024
Q2 | $234K | Buy |
3,946
+385
| +11% | +$22.9K | 0.12% | 73 |
|
|
2024
Q1 | $206K | Buy |
+3,561
| New | +$206K | 0.1% | 81 |
|
|
2023
Q1 | – | Sell |
-29,462
| Closed | -$82.3K | – | 89 |
|
|
2022
Q4 | $82.3K | Hold |
29,462
| – | – | 0.05% | 82 |
|
|
2022
Q3 | $81K | Hold |
29,462
| – | – | 0.05% | 81 |
|
|
2022
Q2 | $80K | Hold |
29,462
| – | – | 0.05% | 85 |
|
|
2022
Q1 | $92K | Hold |
29,462
| – | – | 0.05% | 88 |
|
|
2021
Q4 | $91K | Buy |
+29,462
| New | +$91K | 0.04% | 82 |
|