Woodard & Company Asset Management Group’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 | $47.1K | Buy |
+588
| New | +$47.1K | 0.01% | 116 |
|
|
2018
Q4 | – | Sell |
-99
| Closed | -$5K | – | 232 |
|
|
2018
Q3 | $5K | Hold |
99
| – | – | ﹤0.01% | 201 |
|
|
2018
Q2 | $5.49K | Sell |
99
-198
| -67% | -$11K | 0.01% | 166 |
|
|
2018
Q1 | $15K | Hold |
297
| – | – | 0.01% | 135 |
|
|
2017
Q4 | $18K | Buy |
+297
| New | +$18K | 0.02% | 147 |
|