Wealthquest’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 | $305K | Buy |
3,810
+134
| +4% | +$10.7K | 0.02% | 103 |
|
|
2025
Q1 | $264K | Sell |
3,676
-60
| -2% | -$4.31K | 0.02% | 104 |
|
|
2024
Q4 | $262K | Buy |
+3,736
| New | +$262K | 0.02% | 106 |
|
|
2024
Q3 | – | Sell |
-3,548
| Closed | -$211K | – | 140 |
|
|
2024
Q2 | $211K | Sell |
3,548
-61
| -2% | -$3.62K | 0.02% | 121 |
|
|
2024
Q1 | $209K | Buy |
+3,609
| New | +$209K | 0.02% | 127 |
|
|
2022
Q2 | – | Sell |
-4,678
| Closed | -$224K | – | 149 |
|
|
2022
Q1 | $224K | Hold |
4,678
| – | – | 0.03% | 134 |
|
|
2021
Q4 | $224K | Hold |
4,678
| – | – | 0.03% | 134 |
|
|
2021
Q3 | $217K | Hold |
4,678
| – | – | 0.04% | 123 |
|
|
2021
Q2 | $211K | Buy |
+4,678
| New | +$211K | 0.04% | 139 |
|
|
2019
Q4 | $389K | Hold |
7,236
| – | – | 0.11% | 88 |
|
|
2019
Q3 | $364K | Hold |
7,236
| – | – | 0.12% | 91 |
|
|
2019
Q2 | $342K | Sell |
7,236
-225
| -3% | -$10.6K | 0.13% | 92 |
|
|
2019
Q1 | $360K | Sell |
7,461
-224
| -3% | -$10.8K | 0.14% | 86 |
|
|
2018
Q4 | $354K | Buy |
+7,685
| New | +$354K | 0.15% | 91 |
|
|
2015
Q3 | $369K | Buy |
7,183
+213
| +3% | +$10.9K | 0.67% | 21 |
|
|
2015
Q2 | $392K | Hold |
6,970
| – | – | 0.57% | 21 |
|
|
2015
Q1 | $379K | Sell |
6,970
-400
| -5% | -$21.8K | 0.55% | 24 |
|
|
2014
Q4 | $404K | Buy |
+7,370
| New | +$404K | 0.41% | 23 |
|