Transform 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
Q1 | $2.66M | Sell |
37,099
-3,088
| -8% | -$222K | 0.16% | 101 |
|
|
2024
Q4 | $2.82M | Sell |
40,187
-188,408
| -82% | -$13.2M | 0.16% | 103 |
|
|
2024
Q3 | $12.9M | Buy |
228,595
+123,326
| +117% | +$6.97M | 0.86% | 24 |
|
|
2024
Q2 | $6.25M | Buy |
105,269
+98,907
| +1,555% | +$5.87M | 0.47% | 58 |
|
|
2024
Q1 | $369K | Buy |
6,362
+1,902
| +43% | +$110K | 0.04% | 170 |
|
|
2023
Q4 | $220K | Buy |
+4,460
| New | +$220K | 0.02% | 225 |
|
|
2023
Q3 | – | Sell |
-6,680
| Closed | -$285K | – | 276 |
|
|
2023
Q2 | $285K | Sell |
6,680
-2,034
| -23% | -$86.8K | 0.03% | 220 |
|
|
2023
Q1 | $326K | Buy |
+8,714
| New | +$326K | 0.03% | 205 |
|
|
2020
Q2 | – | Sell |
-14,184
| Closed | -$407K | – | 241 |
|
|
2020
Q1 | $407K | Buy |
14,184
+2,105
| +17% | +$60.4K | 0.09% | 156 |
|
|
2019
Q4 | $650K | Buy |
12,079
+2,274
| +23% | +$122K | 0.1% | 143 |
|
|
2019
Q3 | $495K | Sell |
9,805
-6,471
| -40% | -$327K | 0.09% | 149 |
|
|
2019
Q2 | $770K | Buy |
+16,276
| New | +$770K | 0.11% | 151 |
|
|
2018
Q4 | – | Sell |
-11,414
| Closed | -$600K | – | 203 |
|
|
2018
Q3 | $600K | Hold |
11,414
| – | – | 0.1% | 139 |
|
|
2018
Q2 | $633K | Sell |
11,414
-17,501
| -61% | -$971K | 0.11% | 150 |
|
|
2018
Q1 | $1.52M | Buy |
28,915
+389
| +1% | +$20.4K | 0.29% | 113 |
|
|
2017
Q4 | $1.73M | Buy |
28,526
+826
| +3% | +$50.1K | 0.32% | 105 |
|
|
2017
Q3 | $1.53M | Buy |
+27,700
| New | +$1.53M | 0.53% | 57 |
|
|
2017
Q2 | – | Sell |
-24,344
| Closed | -$1.36M | – | 191 |
|
|
2017
Q1 | $1.36M | Sell |
24,344
-1,102
| -4% | -$61.3K | 0.51% | 57 |
|
|
2016
Q4 | $1.4M | Buy |
25,446
+614
| +2% | +$33.8K | 0.56% | 52 |
|
|
2016
Q3 | $1.1M | Buy |
24,832
+3,025
| +14% | +$134K | 0.47% | 71 |
|
|
2016
Q2 | $1.03M | Buy |
+21,807
| New | +$1.03M | 0.43% | 79 |
|