Tyler-Stone Wealth Management’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 | $326K | Sell |
4,069
-287
| -7% | -$23K | 0.05% | 257 |
|
|
2025
Q1 | $313K | Buy |
4,356
+272
| +7% | +$19.5K | 0.06% | 247 |
|
|
2024
Q4 | $287K | Buy |
4,084
+161
| +4% | +$11.3K | 0.05% | 260 |
|
|
2024
Q3 | $222K | Buy |
3,923
+2,025
| +107% | +$114K | 0.04% | 298 |
|
|
2024
Q2 | $113K | Hold |
1,898
| – | – | 0.05% | 265 |
|
|
2024
Q1 | $110K | Sell |
1,898
-19
| -1% | -$1.1K | 0.05% | 259 |
|
|
2023
Q4 | $94.4K | Buy |
1,917
+19
| +1% | +$935 | 0.05% | 271 |
|
|
2023
Q3 | $78K | Hold |
1,898
| – | – | 0.04% | 280 |
|
|
2023
Q2 | $81K | Buy |
+1,898
| New | +$81K | 0.05% | 276 |
|
|
2022
Q4 | $89K | Buy |
2,148
+150
| +8% | +$6.22K | 0.06% | 253 |
|
|
2022
Q3 | $80K | Sell |
1,998
-130
| -6% | -$5.21K | 0.06% | 246 |
|
|
2022
Q2 | $83K | Buy |
2,128
+50
| +2% | +$1.95K | 0.06% | 259 |
|
|
2022
Q1 | $101K | Hold |
2,078
| – | – | 0.06% | 250 |
|
|
2021
Q4 | $100K | Buy |
+2,078
| New | +$100K | 0.05% | 270 |
|