Zhang Financial’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 | – | Sell |
-2,954
| Closed | -$212K | – | 316 |
|
|
2025
Q1 | $212K | Sell |
2,954
-2,492
| -46% | -$179K | 0.01% | 286 |
|
|
2024
Q4 | $383K | Buy |
5,446
+1,743
| +47% | +$122K | 0.02% | 220 |
|
|
2024
Q3 | $209K | Buy |
3,703
+29
| +0.8% | +$1.64K | 0.01% | 268 |
|
|
2024
Q2 | $218K | Buy |
+3,674
| New | +$218K | 0.02% | 252 |
|
|
2022
Q2 | – | Sell |
-4,503
| Closed | -$218K | – | 235 |
|
|
2022
Q1 | $218K | Buy |
4,503
+317
| +8% | +$15.3K | 0.04% | 203 |
|
|
2021
Q4 | $201K | Buy |
+4,186
| New | +$201K | 0.04% | 200 |
|
|
2016
Q4 | – | Sell |
-5,003
| Closed | -$222K | – | 78 |
|
|
2016
Q3 | $222K | Buy |
5,003
+25
| +0.5% | +$1.11K | 0.12% | 71 |
|
|
2016
Q2 | $236K | Hold |
4,978
| – | – | 0.13% | 70 |
|
|
2016
Q1 | $241K | Hold |
4,978
| – | – | 0.14% | 65 |
|
|
2015
Q4 | $271K | Hold |
4,978
| – | – | 0.16% | 62 |
|
|
2015
Q3 | $256K | Hold |
4,978
| – | – | 0.16% | 59 |
|
|
2015
Q2 | $280K | Buy |
4,978
+51
| +1% | +$2.87K | 0.18% | 58 |
|
|
2015
Q1 | $268K | Hold |
4,927
| – | – | 0.17% | 59 |
|
|
2014
Q4 | $270K | Hold |
4,927
| – | – | 0.18% | 56 |
|
|
2014
Q3 | $256K | Buy |
4,927
+337
| +7% | +$17.5K | 0.17% | 55 |
|
|
2014
Q2 | $241K | Hold |
4,590
| – | – | 0.16% | 56 |
|
|
2014
Q1 | $228K | Hold |
4,590
| – | – | 0.16% | 53 |
|
|
2013
Q4 | $208K | Buy |
+4,590
| New | +$208K | 0.16% | 52 |
|