TI
tru Independence’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $321K | Sell |
4,009
-250
| -6% | -$20K | 0.09% | 99 |
|
|
2025
Q1 | $306K | Buy |
4,259
+301
| +8% | +$21.6K | 0.09% | 96 |
|
|
2024
Q4 | $278K | Sell |
3,958
-112,759
| -97% | -$7.92M | 0.09% | 97 |
|
|
2024
Q3 | $6.59M | Sell |
116,717
-1,953
| -2% | -$110K | 1.93% | 13 |
|
|
2024
Q2 | $7.05M | Sell |
118,670
-7,800
| -6% | -$463K | 2.13% | 13 |
|
|
2024
Q1 | $7.33M | Sell |
126,470
-5,659
| -4% | -$328K | 2.16% | 10 |
|
|
2023
Q4 | $6.5M | Sell |
132,129
-2,233
| -2% | -$110K | 1.97% | 11 |
|
|
2023
Q3 | $5.49M | Buy |
134,362
+443
| +0.3% | +$18.1K | 1.9% | 15 |
|
|
2023
Q2 | $5.72M | Buy |
133,919
+5,690
| +4% | +$243K | 1.88% | 15 |
|
|
2023
Q1 | $4.79M | Sell |
128,229
-7,953
| -6% | -$297K | 1.54% | 31 |
|
|
2022
Q4 | $5.62M | Buy |
136,182
+1,519
| +1% | +$62.7K | 1.82% | 22 |
|
|
2022
Q3 | $5.42M | Sell |
134,663
-165
| -0.1% | -$6.64K | 1.91% | 12 |
|
|
2022
Q2 | $5.28M | Buy |
134,828
+3,469
| +3% | +$136K | 1.7% | 25 |
|
|
2022
Q1 | $6.37M | Buy |
131,359
+12,426
| +10% | +$602K | 1.72% | 16 |
|
|
2021
Q4 | $5.71M | Sell |
118,933
-1,487
| -1% | -$71.3K | 1.56% | 27 |
|
|
2021
Q3 | $5.59M | Sell |
120,420
-1,997
| -2% | -$92.7K | 1.56% | 26 |
|
|
2021
Q2 | $5.54M | Buy |
122,417
+345
| +0.3% | +$15.6K | 1.63% | 30 |
|
|
2021
Q1 | $4.77M | Buy |
122,072
+116,045
| +1,925% | +$4.53M | 0.9% | 46 |
|
|
2020
Q4 | $52.9K | Buy |
6,027
+3,100
| +106% | +$27.2K | 0.1% | 82 |
|
|
2020
Q3 | $69K | Sell |
2,927
-20,495
| -88% | -$483K | 0.02% | 196 |
|
|
2020
Q2 | $599 | Buy |
23,422
+3,508
| +18% | +$90 | 0.09% | 157 |
|
|
2020
Q1 | $573 | Hold |
19,914
| – | – | 0.09% | 134 |
|
|
2019
Q4 | $573K | Buy |
+19,914
| New | +$573K | 0.08% | 152 |
|