Vest Financial’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 | $3.04M | Buy |
37,958
+10,702
| +39% | +$857K | 0.04% | 236 |
|
|
2025
Q1 | $1.96M | Buy |
27,256
+11,547
| +74% | +$829K | 0.03% | 245 |
|
|
2024
Q4 | $1.1M | Buy |
15,709
+916
| +6% | +$64.3K | 0.02% | 223 |
|
|
2024
Q3 | $836K | Buy |
14,793
+9,816
| +197% | +$555K | 0.02% | 229 |
|
|
2024
Q2 | $296K | Sell |
4,977
-93
| -2% | -$5.52K | 0.01% | 237 |
|
|
2024
Q1 | $294K | Buy |
+5,070
| New | +$294K | 0.01% | 237 |
|