Weaver Consulting Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Buy |
7,322
+55
| +0.8% | +$4.41K | 0.16% | 115 |
|
|
2025
Q1 | $522K | Buy |
7,267
+9
| +0.1% | +$646 | 0.16% | 117 |
|
|
2024
Q4 | $510K | Hold |
7,258
| – | – | 0.16% | 114 |
|
|
2024
Q3 | $410K | Hold |
7,258
| – | – | 0.13% | 128 |
|
|
2024
Q2 | $431K | Sell |
7,258
-1,320
| -15% | -$78.4K | 0.15% | 119 |
|
|
2024
Q1 | $497K | Buy |
8,578
+3,270
| +62% | +$190K | 0.18% | 101 |
|
|
2023
Q4 | $261K | Hold |
5,308
| – | – | 0.11% | 158 |
|
|
2023
Q3 | $217K | Hold |
5,308
| – | – | 0.1% | 164 |
|
|
2023
Q2 | $227K | Sell |
5,308
-56
| -1% | -$2.39K | 0.1% | 158 |
|
|
2023
Q1 | $201K | Hold |
5,364
| – | – | 0.09% | 174 |
|
|
2022
Q4 | $221K | Hold |
5,364
| – | – | 0.11% | 161 |
|
|
2022
Q3 | $216K | Sell |
5,364
-59
| -1% | -$2.38K | 0.12% | 153 |
|
|
2022
Q2 | $212K | Buy |
5,423
+250
| +5% | +$9.77K | 0.12% | 155 |
|
|
2022
Q1 | $251K | Sell |
5,173
-140
| -3% | -$6.79K | 0.12% | 145 |
|
|
2021
Q4 | $255K | Sell |
5,313
-268
| -5% | -$12.9K | 0.12% | 137 |
|
|
2021
Q3 | $259K | Sell |
5,581
-375
| -6% | -$17.4K | 0.14% | 125 |
|
|
2021
Q2 | $270K | Sell |
5,956
-1,403
| -19% | -$63.6K | 0.15% | 118 |
|
|
2021
Q1 | $288K | Buy |
+7,359
| New | +$288K | 0.18% | 103 |
|
|
2020
Q4 | – | Sell |
-5,034
| Closed | -$118K | – | 904 |
|
|
2020
Q3 | $118K | Buy |
5,034
+1,200
| +31% | +$28.1K | 0.07% | 170 |
|
|
2020
Q2 | $98K | Buy |
3,834
+748
| +24% | +$19.1K | 0.06% | 190 |
|
|
2020
Q1 | $89K | Sell |
3,086
-1,009
| -25% | -$29.1K | 0.06% | 175 |
|
|
2019
Q4 | $207K | Buy |
4,095
+1,340
| +49% | +$67.7K | 0.11% | 110 |
|
|
2019
Q3 | $134K | Buy |
2,755
+1,785
| +184% | +$86.8K | 0.07% | 135 |
|
|
2019
Q2 | $46K | Hold |
970
| – | – | 0.03% | 231 |
|
|
2019
Q1 | $45K | Buy |
+970
| New | +$45K | 0.01% | 505 |
|