Wayfinding 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 | $509K | Sell |
6,566
-453
| -6% | -$35.1K | 0.23% | 73 |
|
|
2025
Q1 | $503K | Buy |
7,019
+265
| +4% | +$19K | 0.22% | 72 |
|
|
2024
Q4 | $474K | Buy |
+6,754
| New | +$474K | 0.25% | 69 |
|
|
2024
Q3 | – | Sell |
-5,826
| Closed | -$346K | – | 126 |
|
|
2024
Q2 | $346K | Sell |
5,826
-413
| -7% | -$24.5K | 0.19% | 82 |
|
|
2024
Q1 | $382K | Sell |
6,239
-587
| -9% | -$35.9K | 0.22% | 80 |
|
|
2023
Q4 | $335K | Sell |
6,826
-548
| -7% | -$26.9K | 0.23% | 77 |
|
|
2023
Q3 | $292K | Sell |
7,374
-570
| -7% | -$22.6K | 0.22% | 78 |
|
|
2023
Q2 | $366K | Buy |
7,944
+523
| +7% | +$24.1K | 0.25% | 64 |
|
|
2023
Q1 | $277K | Buy |
7,421
+363
| +5% | +$13.6K | 0.21% | 83 |
|
|
2022
Q4 | $379K | Sell |
7,058
-64
| -0.9% | -$3.44K | 0.3% | 56 |
|
|
2022
Q3 | $286K | Buy |
7,122
+279
| +4% | +$11.2K | 0.27% | 58 |
|
|
2022
Q2 | $268K | Sell |
6,843
-137
| -2% | -$5.37K | 0.24% | 64 |
|
|
2022
Q1 | $310K | Sell |
6,980
-78
| -1% | -$3.46K | 0.26% | 59 |
|
|
2021
Q4 | $379K | Buy |
+7,058
| New | +$379K | 0.3% | 56 |
|