Twin City Private 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 | $3.38M | Sell |
42,224
-4,416
| -9% | -$354K | 2.76% | 3 |
|
|
2025
Q1 | $3.35M | Sell |
46,640
-422
| -0.9% | -$30.3K | 2.95% | 3 |
|
|
2024
Q4 | $3.31M | Sell |
47,062
-4,849
| -9% | -$341K | 2.92% | 3 |
|
|
2024
Q3 | $2.93M | Buy |
51,911
+3,343
| +7% | +$189K | 2.54% | 4 |
|
|
2024
Q2 | $2.88M | Buy |
48,568
+912
| +2% | +$54.2K | 2.72% | 3 |
|
|
2024
Q1 | $2.76M | Buy |
+47,656
| New | +$2.76M | 2.72% | 3 |
|