Trajan 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 | $7.35M | Buy |
91,685
+14,720
| +19% | +$1.18M | 0.36% | 57 |
|
|
2025
Q1 | $5.53M | Buy |
76,965
+9,275
| +14% | +$666K | 0.3% | 61 |
|
|
2024
Q4 | $4.75M | Buy |
67,690
+6,852
| +11% | +$481K | 0.26% | 76 |
|
|
2024
Q3 | $3.44M | Buy |
60,838
+8,358
| +16% | +$472K | 0.2% | 97 |
|
|
2024
Q2 | $3.12M | Buy |
52,480
+5,051
| +11% | +$300K | 0.2% | 95 |
|
|
2024
Q1 | $2.75M | Buy |
+47,429
| New | +$2.75M | 0.19% | 99 |
|