Western 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 | $1.04M | Sell |
12,952
-823
| -6% | -$65.9K | 0.06% | 266 |
|
|
2025
Q1 | $989K | Buy |
13,775
+1,635
| +13% | +$117K | 0.07% | 252 |
|
|
2024
Q4 | $853K | Sell |
12,140
-10,076
| -45% | -$708K | 0.06% | 270 |
|
|
2024
Q3 | $1.25M | Buy |
22,216
+9,867
| +80% | +$557K | 0.07% | 269 |
|
|
2024
Q2 | $733K | Sell |
12,349
-34
| -0.3% | -$2.02K | 0.05% | 283 |
|
|
2024
Q1 | $718K | Sell |
12,383
-7,843
| -39% | -$455K | 0.06% | 284 |
|
|
2023
Q4 | $996K | Sell |
20,226
-362
| -2% | -$17.8K | 0.07% | 279 |
|
|
2023
Q3 | $841K | Sell |
20,588
-905
| -4% | -$37K | 0.07% | 281 |
|
|
2023
Q2 | $917K | Buy |
21,493
+893
| +4% | +$38.1K | 0.08% | 263 |
|
|
2023
Q1 | $770K | Buy |
20,600
+6,738
| +49% | +$252K | 0.07% | 276 |
|
|
2022
Q4 | $572K | Sell |
13,862
-19,437
| -58% | -$803K | 0.06% | 315 |
|
|
2022
Q3 | $1.37M | Buy |
33,299
+4,039
| +14% | +$166K | 0.08% | 246 |
|
|
2022
Q2 | $1.15M | Sell |
29,260
-6,005
| -17% | -$235K | 0.07% | 279 |
|
|
2022
Q1 | $1.71M | Buy |
35,265
+18,234
| +107% | +$884K | 0.08% | 224 |
|
|
2021
Q4 | $813K | Buy |
+17,031
| New | +$813K | 0.08% | 231 |
|
|
2021
Q2 | $773K | Sell |
16,943
-810
| -5% | -$37K | 0.08% | 259 |
|
|
2021
Q1 | $694K | Buy |
17,753
+270
| +2% | +$10.6K | 0.09% | 217 |
|
|
2020
Q4 | $528K | Sell |
17,483
-2,754
| -14% | -$83.2K | 0.08% | 242 |
|
|
2020
Q3 | $476K | Buy |
20,237
+1,068
| +6% | +$25.1K | 0.08% | 247 |
|
|
2020
Q2 | $491K | Sell |
19,169
-1
| -0% | -$26 | 0.09% | 233 |
|
|
2020
Q1 | $547K | Buy |
19,170
+6,971
| +57% | +$199K | 0.13% | 175 |
|
|
2019
Q4 | $656K | Sell |
12,199
-3,119
| -20% | -$168K | 0.1% | 197 |
|
|
2019
Q3 | $772K | Sell |
15,318
-3,294
| -18% | -$166K | 0.16% | 143 |
|
|
2019
Q2 | $881K | Sell |
18,612
-318
| -2% | -$15.1K | 0.12% | 145 |
|
|
2019
Q1 | $914K | Sell |
18,930
-7,618
| -29% | -$368K | 0.2% | 120 |
|
|
2018
Q4 | $1.22M | Buy |
+26,548
| New | +$1.22M | 0.33% | 73 |
|