Wolff Wiese Magana’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 | $12.8K | Hold |
160
| – | – | 0.01% | 359 |
|
|
2025
Q1 | $11.5K | Hold |
160
| – | – | 0.01% | 380 |
|
|
2024
Q4 | $11.2K | Sell |
160
-60
| -27% | -$4.22K | 0.01% | 407 |
|
|
2024
Q3 | $12.4K | Buy |
220
+60
| +38% | +$3.39K | 0.01% | 394 |
|
|
2024
Q2 | $9.5K | Hold |
160
| – | – | 0.01% | 330 |
|
|
2024
Q1 | $9.27K | Hold |
160
| – | – | 0.01% | 308 |
|
|
2023
Q4 | $7.88K | Buy |
160
+25
| +19% | +$1.23K | 0.01% | 315 |
|
|
2023
Q3 | $5.52K | Sell |
135
-10
| -7% | -$409 | ﹤0.01% | 423 |
|
|
2023
Q2 | $6.19K | Buy |
145
+40
| +38% | +$1.71K | ﹤0.01% | 412 |
|
|
2023
Q1 | $3.93K | Sell |
105
-60
| -36% | -$2.24K | ﹤0.01% | 455 |
|
|
2022
Q4 | $6.81K | Sell |
165
-3,372
| -95% | -$139K | 0.01% | 371 |
|
|
2022
Q3 | $143K | Sell |
3,537
-97
| -3% | -$3.92K | 0.11% | 137 |
|
|
2022
Q2 | $142K | Sell |
3,634
-1,047
| -22% | -$40.9K | 0.1% | 143 |
|
|
2022
Q1 | $227K | Sell |
4,681
-125
| -3% | -$6.06K | 0.15% | 114 |
|
|
2021
Q4 | $230K | Buy |
4,806
+142
| +3% | +$6.8K | 0.15% | 121 |
|
|
2021
Q3 | $217K | Sell |
4,664
-250
| -5% | -$11.6K | 0.15% | 121 |
|
|
2021
Q2 | $223K | Buy |
4,914
+714
| +17% | +$32.4K | 0.16% | 113 |
|
|
2021
Q1 | $164K | Buy |
4,200
+2,550
| +155% | +$99.6K | 0.13% | 136 |
|
|
2020
Q4 | $50K | Buy |
+1,650
| New | +$50K | 0.04% | 266 |
|