180 Wealth Advisors’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 | $459K | Sell |
5,730
-106
| -2% | -$8.49K | 0.06% | 256 |
|
|
2025
Q1 | $419K | Hold |
5,836
| – | – | 0.07% | 253 |
|
|
2024
Q4 | $410K | Sell |
5,836
-175
| -3% | -$12.3K | 0.06% | 260 |
|
|
2024
Q3 | $340K | Buy |
6,011
+75
| +1% | +$4.24K | 0.05% | 309 |
|
|
2024
Q2 | $357K | Buy |
+5,936
| New | +$357K | 0.06% | 282 |
|
|
2019
Q1 | – | Sell |
-10,574
| Closed | -$556K | – | 284 |
|
|
2018
Q4 | $556K | Sell |
10,574
-340
| -3% | -$17.9K | 0.26% | 119 |
|
|
2018
Q3 | $574K | Buy |
+10,914
| New | +$574K | 0.27% | 117 |
|
|
2018
Q1 | – | Sell |
-3,622
| Closed | -$220K | – | 253 |
|
|
2017
Q4 | $220K | Buy |
+3,622
| New | +$220K | 0.11% | 215 |
|