Ullmann Wealth Partners Group’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 | $420K | Buy |
5,239
+337
| +7% | +$27K | 0.05% | 104 |
|
|
2025
Q1 | $352K | Sell |
4,902
-512
| -9% | -$36.8K | 0.05% | 106 |
|
|
2024
Q4 | $380K | Sell |
5,414
-2,000
| -27% | -$140K | 0.05% | 103 |
|
|
2024
Q3 | $419K | Sell |
7,414
-168
| -2% | -$9.49K | 0.05% | 96 |
|
|
2024
Q2 | $450K | Sell |
7,582
-7
| -0.1% | -$416 | 0.06% | 79 |
|
|
2024
Q1 | $440K | Buy |
7,589
+356
| +5% | +$20.6K | 0.07% | 76 |
|
|
2023
Q4 | $356K | Buy |
7,233
+997
| +16% | +$49.1K | 0.06% | 79 |
|
|
2023
Q3 | $255K | Buy |
6,236
+28
| +0.5% | +$1.14K | 0.05% | 88 |
|
|
2023
Q2 | $265K | Sell |
6,208
-95
| -2% | -$4.06K | 0.05% | 87 |
|
|
2023
Q1 | $236K | Buy |
6,303
+222
| +4% | +$8.3K | 0.05% | 83 |
|
|
2022
Q4 | $251K | Hold |
6,081
| – | – | 0.06% | 75 |
|
|
2022
Q3 | $245K | Hold |
6,081
| – | – | 0.07% | 74 |
|
|
2022
Q2 | $238K | Sell |
6,081
-878
| -13% | -$34.4K | 0.06% | 75 |
|
|
2022
Q1 | $337K | Buy |
6,959
+37
| +0.5% | +$1.79K | 0.09% | 64 |
|
|
2021
Q4 | $332K | Hold |
6,922
| – | – | 0.09% | 66 |
|
|
2021
Q3 | $321K | Buy |
6,922
+988
| +17% | +$45.8K | 0.13% | 60 |
|
|
2021
Q2 | $269K | Hold |
5,934
| – | – | 0.11% | 67 |
|
|
2021
Q1 | $232K | Buy |
+5,934
| New | +$232K | 0.1% | 73 |
|
|
2020
Q1 | – | Sell |
-5,002
| Closed | -$269K | – | 58 |
|
|
2019
Q4 | $269K | Sell |
5,002
-500
| -9% | -$26.9K | 0.16% | 52 |
|
|
2019
Q3 | $278K | Hold |
5,502
| – | – | 0.17% | 49 |
|
|
2019
Q2 | $260K | Hold |
5,502
| – | – | 0.16% | 55 |
|
|
2019
Q1 | $266K | Hold |
5,502
| – | – | 0.17% | 53 |
|
|
2018
Q4 | $254K | Hold |
5,502
| – | – | 0.19% | 48 |
|
|
2018
Q3 | $289K | Hold |
5,502
| – | – | 0.19% | 44 |
|
|
2018
Q2 | $305K | Hold |
5,502
| – | – | 0.21% | 42 |
|
|
2018
Q1 | $288K | Sell |
5,502
-700
| -11% | -$36.6K | 0.2% | 41 |
|
|
2017
Q4 | $384K | Buy |
+6,202
| New | +$384K | 0.26% | 32 |
|
|
2017
Q3 | – | Sell |
-7,475
| Closed | -$414K | – | 141 |
|
|
2017
Q2 | $414K | Buy |
7,475
+300
| +4% | +$16.6K | 0.3% | 35 |
|
|
2017
Q1 | $399K | Buy |
+7,175
| New | +$399K | 0.33% | 32 |
|