Wealthspan 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 | $964K | Buy |
12,028
+16
| +0.1% | +$1.28K | 0.4% | 43 |
|
|
2025
Q1 | $862K | Sell |
12,012
-504
| -4% | -$36.2K | 0.4% | 42 |
|
|
2024
Q4 | $879K | Sell |
12,516
-1,455
| -10% | -$102K | 0.42% | 41 |
|
|
2024
Q3 | $789K | Sell |
13,971
-384
| -3% | -$21.7K | 0.39% | 49 |
|
|
2024
Q2 | $853K | Buy |
14,355
+826
| +6% | +$49.1K | 0.47% | 39 |
|
|
2024
Q1 | $784K | Buy |
+13,529
| New | +$784K | 0.46% | 38 |
|