Vivid Wealth Management’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 | $1.38M | Buy |
17,243
+133
| +0.8% | +$10.7K | 0.61% | 52 |
|
|
2025
Q1 | $1.23M | Buy |
17,110
+198
| +1% | +$14.2K | 0.61% | 51 |
|
|
2024
Q4 | $1.19M | Buy |
16,912
+325
| +2% | +$22.8K | 0.6% | 47 |
|
|
2024
Q3 | $937K | Buy |
16,587
+48
| +0.3% | +$2.71K | 0.49% | 47 |
|
|
2024
Q2 | $982K | Buy |
16,539
+2,824
| +21% | +$168K | 0.55% | 47 |
|
|
2024
Q1 | $795K | Buy |
13,715
+393
| +3% | +$22.8K | 0.5% | 36 |
|
|
2023
Q4 | $656K | Buy |
+13,322
| New | +$656K | 0.45% | 41 |
|