William B. Walkup & Associates’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
$1.49M Sell
18,637
-30
-0.2% -$2.4K 0.88% 30
2025
Q1
$1.34M Buy
18,667
+830
+5% +$59.6K 0.82% 31
2024
Q4
$1.25M Sell
17,837
-106
-0.6% -$7.45K 0.79% 34
2024
Q3
$1.01M Sell
17,943
-66
-0.4% -$3.73K 0.63% 43
2024
Q2
$1.07M Buy
+18,009
New +$1.07M 0.7% 37