Wells Fargo’s Clear Secure YOU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.51M | Buy |
90,242
+25,128
| +39% | +$698K | ﹤0.01% | 2752 |
|
|
2025
Q1 | $1.69M | Buy |
65,114
+12,017
| +23% | +$311K | ﹤0.01% | 2936 |
|
|
2024
Q4 | $1.41M | Buy |
53,097
+8,254
| +18% | +$220K | ﹤0.01% | 3039 |
|
|
2024
Q3 | $1.49M | Buy |
44,843
+5,363
| +14% | +$178K | ﹤0.01% | 2964 |
|
|
2024
Q2 | $739K | Sell |
39,480
-17,372
| -31% | -$325K | ﹤0.01% | 3355 |
|
|
2024
Q1 | $1.21M | Buy |
56,852
+3,262
| +6% | +$69.4K | ﹤0.01% | 3020 |
|
|
2023
Q4 | $1.11M | Sell |
53,590
-12,504
| -19% | -$258K | ﹤0.01% | 3054 |
|
|
2023
Q3 | $1.26M | Sell |
66,094
-9,837
| -13% | -$187K | ﹤0.01% | 2924 |
|
|
2023
Q2 | $1.76M | Buy |
75,931
+22,804
| +43% | +$528K | ﹤0.01% | 2867 |
|
|
2023
Q1 | $1.39M | Buy |
53,127
+12,511
| +31% | +$327K | ﹤0.01% | 2951 |
|
|
2022
Q4 | $1.11M | Sell |
40,616
-3,973
| -9% | -$109K | ﹤0.01% | 2997 |
|
|
2022
Q3 | $1.02M | Buy |
44,589
+785
| +2% | +$17.9K | ﹤0.01% | 3031 |
|
|
2022
Q2 | $877K | Sell |
43,804
-2,929
| -6% | -$58.6K | ﹤0.01% | 3184 |
|
|
2022
Q1 | $1.26M | Buy |
46,733
+7,514
| +19% | +$202K | ﹤0.01% | 3474 |
|
|
2021
Q4 | $1.23M | Buy |
39,219
+17,825
| +83% | +$559K | ﹤0.01% | 3699 |
|
|
2021
Q3 | $878K | Buy |
+21,394
| New | +$878K | ﹤0.01% | 4092 |
|