Wealth 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 | – | Sell |
-3,554
| Closed | -$255K | – | 164 |
|
|
2025
Q1 | $255K | Sell |
3,554
-393
| -10% | -$28.2K | 0.17% | 129 |
|
|
2024
Q4 | $277K | Buy |
3,947
+406
| +11% | +$28.5K | 0.18% | 131 |
|
|
2024
Q3 | $200K | Sell |
3,541
-697
| -16% | -$39.4K | 0.13% | 149 |
|
|
2024
Q2 | $252K | Sell |
4,238
-68
| -2% | -$4.04K | 0.18% | 127 |
|
|
2024
Q1 | $250K | Buy |
+4,306
| New | +$250K | 0.19% | 127 |
|