Traveka 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 | $454K | Buy |
5,669
+888
| +19% | +$71.1K | 0.24% | 70 |
|
|
2025
Q1 | $343K | Sell |
4,781
-114
| -2% | -$8.18K | 0.19% | 89 |
|
|
2024
Q4 | $344K | Buy |
4,895
+920
| +23% | +$64.6K | 0.19% | 86 |
|
|
2024
Q3 | $225K | Buy |
3,975
+295
| +8% | +$16.7K | 0.11% | 117 |
|
|
2024
Q2 | $219K | Buy |
3,680
+1
| +0% | +$59 | 0.11% | 116 |
|
|
2024
Q1 | $213K | Buy |
+3,679
| New | +$213K | 0.1% | 119 |
|