Western Pacific Wealth 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 | $485K | Sell |
6,050
-576
| -9% | -$46.1K | 0.46% | 27 |
|
|
2025
Q1 | $476K | Sell |
6,626
-1,945
| -23% | -$140K | 0.43% | 27 |
|
|
2024
Q4 | $602K | Hold |
8,571
| – | – | 0.49% | 23 |
|
|
2024
Q3 | $484K | Buy |
8,571
+1
| +0% | +$56 | 0.32% | 24 |
|
|
2024
Q2 | $509K | Sell |
8,570
-164
| -2% | -$9.74K | 0.38% | 19 |
|
|
2024
Q1 | $506K | Buy |
8,734
+1,467
| +20% | +$85K | 0.37% | 20 |
|
|
2023
Q4 | $358K | Buy |
7,267
+592
| +9% | +$29.1K | 0.26% | 25 |
|
|
2023
Q3 | $273K | Buy |
6,675
+615
| +10% | +$25.1K | 0.22% | 31 |
|
|
2023
Q2 | $259K | Hold |
6,060
| – | – | 0.2% | 30 |
|
|
2023
Q1 | $227K | Hold |
6,060
| – | – | 0.17% | 31 |
|
|
2022
Q4 | $250K | Buy |
6,060
+1,650
| +37% | +$68.1K | 0.21% | 26 |
|
|
2022
Q3 | $177K | Buy |
4,410
+3,621
| +459% | +$145K | 0.18% | 28 |
|
|
2022
Q2 | $30K | Hold |
789
| – | – | 0.03% | 106 |
|
|
2022
Q1 | $38K | Hold |
789
| – | – | 0.03% | 113 |
|
|
2021
Q4 | $37K | Buy |
+789
| New | +$37K | 0.02% | 129 |
|