True Wealth Design’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 | $41.5K | Sell |
519
-57
| -10% | -$4.56K | 0.01% | 231 |
|
|
2025
Q1 | $41.3K | Buy |
576
+160
| +38% | +$11.5K | 0.02% | 224 |
|
|
2024
Q4 | $29.2K | Buy |
416
+36
| +9% | +$2.53K | 0.01% | 267 |
|
|
2024
Q3 | $21.5K | Buy |
+380
| New | +$21.5K | 0.01% | 316 |
|
|
2023
Q2 | – | Sell |
-220
| Closed | -$8.22K | – | 876 |
|
|
2023
Q1 | $8.22K | Buy |
+220
| New | +$8.22K | ﹤0.01% | 250 |
|