Willner & Heller’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 | $405K | Buy |
5,050
+27
| +0.5% | +$2.16K | 0.34% | 96 |
|
|
2025
Q1 | $361K | Buy |
5,023
+25
| +0.5% | +$1.8K | 0.33% | 104 |
|
|
2024
Q4 | $351K | Buy |
4,998
+27
| +0.5% | +$1.9K | 0.31% | 105 |
|
|
2024
Q3 | $281K | Buy |
4,971
+34
| +0.7% | +$1.92K | 0.25% | 126 |
|
|
2024
Q2 | $293K | Buy |
4,937
+29
| +0.6% | +$1.72K | 0.28% | 112 |
|
|
2024
Q1 | $284K | Buy |
4,908
+30
| +0.6% | +$1.74K | 0.28% | 119 |
|
|
2023
Q4 | $240K | Buy |
+4,878
| New | +$240K | 0.27% | 119 |
|