Weinberger Asset Management’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 | $338K | Sell |
4,221
-50
| -1% | -$4.01K | 0.13% | 73 |
|
|
2025
Q1 | $307K | Sell |
4,271
-140
| -3% | -$10.1K | 0.13% | 70 |
|
|
2024
Q4 | $310K | Sell |
4,411
-1,091
| -20% | -$76.6K | 0.13% | 70 |
|
|
2024
Q3 | $311K | Buy |
5,502
+32
| +0.6% | +$1.81K | 0.13% | 69 |
|
|
2024
Q2 | $325K | Buy |
5,470
+28
| +0.5% | +$1.66K | 0.15% | 67 |
|
|
2024
Q1 | $315K | Buy |
5,442
+27
| +0.5% | +$1.57K | 0.15% | 70 |
|
|
2023
Q4 | $267K | Buy |
5,415
+109
| +2% | +$5.37K | 0.14% | 74 |
|
|
2023
Q3 | $217K | Sell |
5,306
-473
| -8% | -$19.3K | 0.12% | 74 |
|
|
2023
Q2 | $247K | Buy |
5,779
+55
| +1% | +$2.35K | 0.14% | 73 |
|
|
2023
Q1 | $214K | Buy |
5,724
+13
| +0.2% | +$486 | 0.12% | 73 |
|
|
2022
Q4 | $236K | Sell |
5,711
-1,179
| -17% | -$48.7K | 0.15% | 69 |
|
|
2022
Q3 | $277K | Sell |
6,890
-1,787
| -21% | -$71.9K | 0.19% | 60 |
|
|
2022
Q2 | $340K | Buy |
+8,677
| New | +$340K | 0.22% | 58 |
|