West Wealth Group’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,301
| Closed | -$232K | – | 104 |
|
|
2024
Q4 | $232K | Buy |
+3,301
| New | +$232K | 0.07% | 82 |
|
|
2024
Q2 | – | Sell |
-3,595
| Closed | -$208K | – | 84 |
|
|
2024
Q1 | $208K | Sell |
3,595
-1,431
| -28% | -$82.9K | 0.08% | 75 |
|
|
2023
Q4 | $247K | Buy |
5,026
+24
| +0.5% | +$1.18K | 0.1% | 71 |
|
|
2023
Q3 | $204K | Sell |
5,002
-777
| -13% | -$31.7K | 0.09% | 70 |
|
|
2023
Q2 | $247K | Buy |
5,779
+24
| +0.4% | +$1.02K | 0.1% | 60 |
|
|
2023
Q1 | $215K | Sell |
5,755
-2,291
| -28% | -$85.6K | 0.1% | 63 |
|
|
2022
Q4 | $332K | Buy |
8,046
+21
| +0.3% | +$867 | 0.17% | 46 |
|
|
2022
Q3 | $322K | Buy |
8,025
+22
| +0.3% | +$883 | 0.16% | 46 |
|
|
2022
Q2 | $313K | Sell |
8,003
-820
| -9% | -$32.1K | 0.15% | 46 |
|
|
2022
Q1 | $427K | Sell |
8,823
-184
| -2% | -$8.91K | 0.17% | 38 |
|
|
2021
Q4 | $432K | Buy |
+9,007
| New | +$432K | 0.16% | 36 |
|