Ulland Investment Advisors’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 | $115K | Hold |
1,435
| – | – | 0.09% | 81 |
|
|
2025
Q1 | $103K | Hold |
1,435
| – | – | 0.09% | 84 |
|
|
2024
Q4 | $101K | Hold |
1,435
| – | – | 0.06% | 83 |
|
|
2024
Q3 | $81K | Hold |
1,435
| – | – | 0.06% | 96 |
|
|
2024
Q2 | $85K | Hold |
1,435
| – | – | 0.06% | 95 |
|
|
2024
Q1 | $83K | Hold |
1,435
| – | – | 0.07% | 94 |
|
|
2023
Q4 | $71K | Hold |
1,435
| – | – | 0.07% | 91 |
|
|
2023
Q3 | $59K | Hold |
1,435
| – | – | 0.06% | 96 |
|
|
2023
Q2 | $61K | Hold |
1,435
| – | – | 0.06% | 96 |
|
|
2023
Q1 | $54K | Hold |
1,435
| – | – | 0.06% | 91 |
|
|
2022
Q4 | $59K | Hold |
1,435
| – | – | 0.07% | 87 |
|
|
2022
Q3 | $58K | Hold |
1,435
| – | – | 0.06% | 90 |
|
|
2022
Q2 | $56K | Hold |
1,435
| – | – | 0.06% | 96 |
|
|
2022
Q1 | $70K | Hold |
1,435
| – | – | 0.05% | 90 |
|
|
2021
Q4 | $69K | Buy |
+1,435
| New | +$69K | 0.04% | 94 |
|