Valtinson Bruner Financial Planning’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 | $1.43M | Buy |
17,860
+27
| +0.2% | +$2.16K | 0.45% | 41 |
|
|
2025
Q1 | $1.28M | Sell |
17,833
-2,314
| -11% | -$166K | 0.43% | 44 |
|
|
2024
Q4 | $1.42M | Buy |
20,147
+1,608
| +9% | +$113K | 0.49% | 49 |
|
|
2024
Q3 | $1.05M | Buy |
18,539
+7,451
| +67% | +$421K | 0.37% | 57 |
|
|
2024
Q2 | $659K | Buy |
11,088
+33
| +0.3% | +$1.96K | 0.26% | 72 |
|
|
2024
Q1 | $641K | Buy |
11,055
+3
| +0% | +$174 | 0.27% | 68 |
|
|
2023
Q4 | $544K | Sell |
11,052
-3
| -0% | -$148 | 0.28% | 70 |
|
|
2023
Q3 | $452K | Buy |
11,055
+454
| +4% | +$18.6K | 0.25% | 75 |
|
|
2023
Q2 | $452K | Hold |
10,601
| – | – | 0.24% | 77 |
|
|
2023
Q1 | $396K | Sell |
10,601
-5,295
| -33% | -$198K | 0.23% | 82 |
|
|
2022
Q4 | $690K | Sell |
15,896
-1,619
| -9% | -$70.2K | 0.4% | 60 |
|
|
2022
Q3 | $704K | Buy |
17,515
+14
| +0.1% | +$563 | 0.43% | 56 |
|
|
2022
Q2 | $686K | Buy |
17,501
+11
| +0.1% | +$431 | 0.42% | 55 |
|
|
2022
Q1 | $811K | Buy |
17,490
+12,304
| +237% | +$571K | 0.46% | 53 |
|
|
2021
Q4 | $249K | Sell |
5,186
-190
| -4% | -$9.12K | 0.14% | 82 |
|
|
2021
Q3 | $270K | Buy |
5,376
+9
| +0.2% | +$452 | 0.15% | 77 |
|
|
2021
Q2 | $242K | Buy |
5,367
+4
| +0.1% | +$180 | 0.14% | 72 |
|
|
2021
Q1 | $227K | Buy |
+5,363
| New | +$227K | 0.13% | 74 |
|
|
2020
Q1 | – | Sell |
-5,577
| Closed | -$296K | – | 83 |
|
|
2019
Q4 | $296K | Sell |
5,577
-380
| -6% | -$20.2K | 0.21% | 57 |
|
|
2019
Q3 | $293K | Sell |
5,957
-2,629
| -31% | -$129K | 0.24% | 52 |
|
|
2019
Q2 | $406K | Sell |
8,586
-149
| -2% | -$7.05K | 0.34% | 28 |
|
|
2019
Q1 | $422K | Buy |
8,735
+1,275
| +17% | +$61.6K | 0.37% | 27 |
|
|
2018
Q4 | $344K | Buy |
+7,460
| New | +$344K | 0.36% | 24 |
|