WealthShield Partners’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 | $777K | Sell |
9,704
-917
| -9% | -$73.5K | 0.09% | 193 |
|
|
2025
Q1 | $763K | Buy |
10,621
+3,109
| +41% | +$223K | 0.1% | 186 |
|
|
2024
Q4 | $528K | Sell |
7,512
-2,251
| -23% | -$158K | 0.07% | 208 |
|
|
2024
Q3 | $551K | Buy |
9,763
+3,168
| +48% | +$179K | 0.07% | 205 |
|
|
2024
Q2 | $392K | Sell |
6,595
-145
| -2% | -$8.61K | 0.06% | 221 |
|
|
2024
Q1 | $391K | Sell |
6,740
-3,171
| -32% | -$184K | 0.06% | 211 |
|
|
2023
Q4 | $488K | Buy |
9,911
+102
| +1% | +$5.02K | 0.08% | 201 |
|
|
2023
Q3 | $401K | Sell |
9,809
-218
| -2% | -$8.91K | 0.06% | 220 |
|
|
2023
Q2 | $428K | Buy |
10,027
+1,101
| +12% | +$47K | 0.06% | 216 |
|
|
2023
Q1 | $334K | Sell |
8,926
-454
| -5% | -$17K | 0.05% | 239 |
|
|
2022
Q4 | $387K | Sell |
9,380
-76
| -0.8% | -$3.14K | 0.07% | 221 |
|
|
2022
Q3 | $380K | Buy |
9,456
+11
| +0.1% | +$442 | 0.08% | 227 |
|
|
2022
Q2 | $370K | Sell |
9,445
-36
| -0.4% | -$1.41K | 0.07% | 228 |
|
|
2022
Q1 | $459K | Sell |
9,481
-1,238
| -12% | -$59.9K | 0.07% | 242 |
|
|
2021
Q4 | $514K | Buy |
+10,719
| New | +$514K | 0.09% | 187 |
|
|
2021
Q3 | – | Sell |
-3,905
| Closed | -$177K | – | 749 |
|
|
2021
Q2 | $177K | Buy |
3,905
+770
| +25% | +$34.9K | 0.03% | 279 |
|
|
2021
Q1 | $122K | Buy |
+3,135
| New | +$122K | 0.02% | 314 |
|
|
2018
Q3 | – | Sell |
-9,078
| Closed | -$273K | – | 279 |
|
|
2018
Q2 | $273K | Buy |
+9,078
| New | +$273K | 0.17% | 96 |
|