Wealth Management Associates’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 | $443K | Hold |
5,532
| – | – | 0.17% | 114 |
|
|
2025
Q1 | $397K | Buy |
5,532
+60
| +1% | +$4.31K | 0.17% | 116 |
|
|
2024
Q4 | $384K | Buy |
5,472
+665
| +14% | +$46.7K | 0.16% | 119 |
|
|
2024
Q3 | $272K | Hold |
4,807
| – | – | 0.12% | 166 |
|
|
2024
Q2 | $286K | Hold |
4,807
| – | – | 0.13% | 150 |
|
|
2024
Q1 | $286K | Sell |
4,807
-299
| -6% | -$17.8K | 0.13% | 150 |
|
|
2023
Q4 | $251K | Buy |
+5,106
| New | +$251K | 0.13% | 164 |
|