Walled Lake Planning & 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 | $711K | Hold |
8,874
| – | – | 0.23% | 55 |
|
|
2025
Q1 | $637K | Sell |
8,874
-78
| -0.9% | -$5.6K | 0.23% | 59 |
|
|
2024
Q4 | $629K | Hold |
8,952
| – | – | 0.23% | 60 |
|
|
2024
Q3 | $506K | Buy |
8,952
+1
| +0% | +$56 | 0.19% | 65 |
|
|
2024
Q2 | $532K | Buy |
8,951
+77
| +0.9% | +$4.57K | 0.22% | 58 |
|
|
2024
Q1 | $514K | Hold |
8,874
| – | – | 0.21% | 54 |
|
|
2023
Q4 | $437K | Hold |
8,874
| – | – | 0.2% | 51 |
|
|
2023
Q3 | $363K | Hold |
8,874
| – | – | 0.18% | 56 |
|
|
2023
Q2 | $379K | Sell |
8,874
-4,790
| -35% | -$204K | 0.18% | 51 |
|
|
2023
Q1 | $511K | Buy |
+13,664
| New | +$511K | 0.27% | 44 |
|
|
2022
Q4 | – | Sell |
-13,907
| Closed | -$559K | – | 84 |
|
|
2022
Q3 | $559K | Hold |
13,907
| – | – | 0.39% | 40 |
|
|
2022
Q2 | $545K | Hold |
13,907
| – | – | 0.38% | 38 |
|
|
2022
Q1 | $674K | Buy |
13,907
+243
| +2% | +$11.8K | 0.4% | 38 |
|
|
2021
Q4 | $656K | Hold |
13,664
| – | – | 0.38% | 39 |
|
|
2021
Q3 | $634K | Hold |
13,664
| – | – | 0.39% | 41 |
|
|
2021
Q2 | $619K | Hold |
13,664
| – | – | 0.4% | 38 |
|
|
2021
Q1 | $534K | Hold |
13,664
| – | – | 0.37% | 39 |
|
|
2020
Q4 | $412K | Hold |
13,664
| – | – | 0.31% | 45 |
|
|
2020
Q3 | $321K | Hold |
13,664
| – | – | 0.26% | 46 |
|
|
2020
Q2 | $350K | Hold |
13,664
| – | – | 0.29% | 41 |
|
|
2020
Q1 | $392K | Hold |
13,664
| – | – | 0.36% | 37 |
|
|
2019
Q4 | $735K | Buy |
+13,664
| New | +$735K | 0.53% | 31 |
|