United Community Bank’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 | $224K | Buy |
2,793
+35
| +1% | +$2.8K | 0.08% | 182 |
|
2025
Q1 | $198K | Sell |
2,758
-960
| -26% | -$68.9K | 0.07% | 186 |
|
2024
Q4 | $261K | Buy |
3,718
+183
| +5% | +$12.9K | 0.1% | 151 |
|
2024
Q3 | $200K | Sell |
3,535
-460
| -12% | -$26K | 0.08% | 179 |
|
2024
Q2 | $237K | Sell |
3,995
-95
| -2% | -$5.64K | 0.1% | 166 |
|
2024
Q1 | $237K | Sell |
4,090
-45
| -1% | -$2.61K | 0.09% | 163 |
|
2023
Q4 | $204K | Hold |
4,135
| – | – | 0.09% | 184 |
|
2023
Q3 | $169K | Buy |
+4,135
| New | +$169K | 0.08% | 169 |
|
2022
Q4 | – | Sell |
-206
| Closed | -$8.29K | – | 274 |
|
2022
Q3 | $8.29K | Buy |
+206
| New | +$8.29K | 0.01% | 231 |
|