Transcendent Capital Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-655
| Closed | -$46K | – | 421 |
|
|
2024
Q4 | $46K | Hold |
655
| – | – | 0.02% | 196 |
|
|
2024
Q3 | $37K | Sell |
655
-123
| -16% | -$6.95K | 0.02% | 232 |
|
|
2024
Q2 | $46.2K | Buy |
778
+123
| +19% | +$7.31K | 0.03% | 195 |
|
|
2024
Q1 | $38K | Hold |
655
| – | – | 0.02% | 211 |
|
|
2023
Q4 | $32.2K | Buy |
+655
| New | +$32.2K | 0.02% | 183 |
|