Wealthstream Advisors’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 | $636K | Buy |
7,934
+650
| +9% | +$52.1K | 0.11% | 68 |
|
|
2025
Q1 | $523K | Buy |
7,284
+105
| +1% | +$7.54K | 0.1% | 77 |
|
|
2024
Q4 | $504K | Buy |
7,179
+981
| +16% | +$68.9K | 0.09% | 82 |
|
|
2024
Q3 | $350K | Buy |
6,198
+2
| +0% | +$113 | 0.06% | 93 |
|
|
2024
Q2 | $368K | Buy |
6,196
+96
| +2% | +$5.7K | 0.13% | 84 |
|
|
2024
Q1 | $354K | Buy |
6,100
+102
| +2% | +$5.91K | 0.13% | 88 |
|
|
2023
Q4 | $295K | Sell |
5,998
-422
| -7% | -$20.8K | 0.12% | 105 |
|
|
2023
Q3 | $262K | Buy |
+6,420
| New | +$262K | 0.14% | 85 |
|