WealthPlan Investment 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 | $933K | Buy |
11,639
+989
| +9% | +$79.2K | 0.07% | 183 |
|
|
2025
Q1 | $765K | Buy |
10,650
+44
| +0.4% | +$3.16K | 0.08% | 147 |
|
|
2024
Q4 | $745K | Buy |
10,606
+1,572
| +17% | +$110K | 0.07% | 141 |
|
|
2024
Q3 | $510K | Buy |
9,034
+21
| +0.2% | +$1.19K | 0.05% | 158 |
|
|
2024
Q2 | $535K | Buy |
9,013
+18
| +0.2% | +$1.07K | 0.08% | 116 |
|
|
2024
Q1 | $521K | Sell |
8,995
-1,142
| -11% | -$66.2K | 0.08% | 121 |
|
|
2023
Q4 | $499K | Sell |
10,137
-18,898
| -65% | -$930K | 0.08% | 124 |
|
|
2023
Q3 | $1.19M | Buy |
29,035
+17,659
| +155% | +$722K | 0.21% | 80 |
|
|
2023
Q2 | $486K | Sell |
11,376
-1,470
| -11% | -$62.7K | 0.14% | 94 |
|
|
2023
Q1 | $480K | Sell |
12,846
-22,921
| -64% | -$857K | 0.08% | 117 |
|
|
2022
Q4 | $1.72M | Buy |
35,767
+32
| +0.1% | +$1.54K | 0.12% | 135 |
|
|
2022
Q3 | $1.52M | Buy |
+35,735
| New | +$1.52M | 0.11% | 134 |
|
|
2022
Q1 | $4.49M | Buy |
+102,857
| New | +$4.49M | 0.31% | 79 |
|