Valued Wealth 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 | $51.5K | Sell |
643
-153
| -19% | -$12.3K | 0.03% | 80 |
|
|
2025
Q1 | $57.2K | Buy |
796
+82
| +11% | +$5.89K | 0.03% | 80 |
|
|
2024
Q4 | $50.2K | Buy |
714
+224
| +46% | +$15.7K | 0.03% | 86 |
|
|
2024
Q3 | $27.7K | Sell |
490
-140
| -22% | -$7.92K | 0.02% | 115 |
|
|
2024
Q2 | $37.4K | Buy |
630
+220
| +54% | +$13.1K | 0.03% | 88 |
|
|
2024
Q1 | $23.8K | Buy |
410
+207
| +102% | +$12K | 0.02% | 112 |
|
|
2023
Q4 | $8.31K | Buy |
+203
| New | +$8.31K | 0.01% | 139 |
|