Tyche Wealth Partners’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 | $1.2M | Buy |
15,008
+1,529
| +11% | +$123K | 0.24% | 78 |
|
|
2025
Q1 | $968K | Buy |
13,479
+3,224
| +31% | +$231K | 0.21% | 77 |
|
|
2024
Q4 | $720K | Sell |
10,255
-1,756
| -15% | -$123K | 0.15% | 111 |
|
|
2024
Q3 | $679K | Sell |
12,011
-636
| -5% | -$35.9K | 0.15% | 101 |
|
|
2024
Q2 | $751K | Buy |
12,647
+113
| +0.9% | +$6.71K | 0.18% | 89 |
|
|
2024
Q1 | $726K | Buy |
12,534
+2,282
| +22% | +$132K | 0.18% | 101 |
|
|
2023
Q4 | $505K | Buy |
+10,252
| New | +$505K | 0.12% | 141 |
|