Y.D. More Investments’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 | $255K | Sell |
3,203
-1,659
| -34% | -$132K | 0.02% | 180 |
|
|
2025
Q1 | $349K | Buy |
4,862
+449
| +10% | +$32.2K | 0.03% | 168 |
|
|
2024
Q4 | $310K | Buy |
4,413
+2,152
| +95% | +$151K | 0.03% | 169 |
|
|
2024
Q3 | $128K | Buy |
2,261
+6
| +0.3% | +$339 | 0.01% | 234 |
|
|
2024
Q2 | $134K | Buy |
2,255
+1,916
| +565% | +$114K | 0.01% | 218 |
|
|
2024
Q1 | $19.6K | Hold |
339
| – | – | ﹤0.01% | 291 |
|
|
2023
Q4 | $16.7K | Buy |
+339
| New | +$16.7K | ﹤0.01% | 304 |
|
|
2023
Q2 | – | Sell |
-122
| Closed | -$4.52K | – | 357 |
|
|
2023
Q1 | $4.52K | Sell |
122
-3,378
| -97% | -$125K | ﹤0.01% | 322 |
|
|
2022
Q4 | $145K | Buy |
+3,500
| New | +$145K | 0.04% | 176 |
|