USA Financial Formulas’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-11,462
| Closed | -$805K | – | 373 |
|
|
2024
Q4 | $805K | Buy |
+11,462
| New | +$805K | 0.13% | 80 |
|
|
2024
Q3 | – | Sell |
-18,815
| Closed | -$1.12M | – | 370 |
|
|
2024
Q2 | $1.12M | Buy |
+18,815
| New | +$1.12M | 0.18% | 45 |
|
|
2024
Q1 | – | Sell |
-28
| Closed | -$1.38K | – | 426 |
|
|
2023
Q4 | $1.38K | Buy |
28
+3
| +12% | +$148 | ﹤0.01% | 316 |
|
|
2023
Q3 | $1.02K | Hold |
25
| – | – | ﹤0.01% | 397 |
|
|
2023
Q2 | $1.07K | Hold |
25
| – | – | ﹤0.01% | 364 |
|
|
2023
Q1 | $935 | Buy |
+25
| New | +$935 | ﹤0.01% | 300 |
|
|
2022
Q3 | $1K | Hold |
22
| – | – | ﹤0.01% | 284 |
|
|
2022
Q2 | $1K | Sell |
22
-15,869
| -100% | -$721K | ﹤0.01% | 312 |
|
|
2022
Q1 | $770K | Buy |
15,891
+14,242
| +864% | +$690K | 0.82% | 59 |
|
|
2021
Q4 | $79K | Sell |
1,649
-19,040
| -92% | -$912K | 0.07% | 142 |
|
|
2021
Q3 | $960K | Buy |
20,689
+19,539
| +1,699% | +$907K | 0.86% | 58 |
|
|
2021
Q2 | $52K | Buy |
+1,150
| New | +$52K | 0.04% | 219 |
|