West Michigan 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 | $335K | Buy |
4,181
+11
| +0.3% | +$881 | 0.09% | 156 |
|
|
2025
Q1 | $299K | Sell |
4,170
-169
| -4% | -$12.1K | 0.1% | 152 |
|
|
2024
Q4 | $305K | Buy |
+4,339
| New | +$305K | 0.09% | 150 |
|
|
2023
Q4 | – | Sell |
-3,088
| Closed | -$126K | – | 169 |
|
|
2023
Q3 | $126K | Buy |
+3,088
| New | +$126K | 0.07% | 144 |
|