Wallace Advisory Group’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 | $834K | Sell |
11,615
-2,484
| -18% | -$178K | 0.61% | 43 |
|
|
2025
Q1 | $990K | Sell |
14,099
-2,849
| -17% | -$200K | 0.69% | 33 |
|
|
2024
Q4 | $957K | Sell |
16,948
-1,104
| -6% | -$62.4K | 0.66% | 37 |
|
|
2024
Q3 | $1.07M | Sell |
18,052
-302
| -2% | -$17.9K | 0.78% | 28 |
|
|
2024
Q2 | $1.09M | Sell |
18,354
-2,231
| -11% | -$132K | 0.78% | 28 |
|
|
2024
Q1 | $1.01M | Sell |
20,585
-12
| -0.1% | -$591 | 0.76% | 35 |
|
|
2023
Q4 | $842K | Buy |
20,597
+9,526
| +86% | +$389K | 0.66% | 37 |
|
|
2023
Q3 | $472K | Buy |
11,071
+176
| +2% | +$7.51K | 0.34% | 76 |
|
|
2023
Q2 | $407K | Hold |
10,895
| – | – | 0.31% | 92 |
|
|
2023
Q1 | $407K | Buy |
10,895
+1,186
| +12% | +$44.3K | 0.31% | 92 |
|
|
2022
Q4 | $401K | Buy |
+9,709
| New | +$401K | 0.32% | 88 |
|