1IA
1834 Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.44M | Buy |
18,026
+231
| +1% | +$18.5K | 0.18% | 91 |
|
|
2025
Q1 | $1.28M | Sell |
17,795
-1,797
| -9% | -$129K | 0.16% | 94 |
|
|
2024
Q4 | $1.38M | Sell |
19,592
-2,318
| -11% | -$163K | 0.17% | 97 |
|
|
2024
Q3 | $1.24M | Buy |
21,910
+2,644
| +14% | +$149K | 0.14% | 108 |
|
|
2024
Q2 | $1.14M | Sell |
19,266
-1,040
| -5% | -$61.8K | 0.14% | 108 |
|
|
2024
Q1 | $1.18M | Buy |
20,306
+1,963
| +11% | +$114K | 0.14% | 106 |
|
|
2023
Q4 | $903K | Sell |
18,343
-4,856
| -21% | -$239K | 0.11% | 123 |
|
|
2023
Q3 | $948K | Buy |
23,199
+4,437
| +24% | +$181K | 0.12% | 123 |
|
|
2023
Q2 | $801K | Buy |
18,762
+493
| +3% | +$21K | 0.1% | 141 |
|
|
2023
Q1 | $683K | Buy |
+18,269
| New | +$683K | 0.08% | 143 |
|
|
2022
Q3 | – | Sell |
-2,417
| Closed | -$95K | – | 449 |
|
|
2022
Q2 | $95K | Hold |
2,417
| – | – | 0.01% | 228 |
|
|
2022
Q1 | $117K | Sell |
2,417
-89
| -4% | -$4.31K | 0.01% | 211 |
|
|
2021
Q4 | $120K | Hold |
2,506
| – | – | 0.01% | 219 |
|
|
2021
Q3 | $116K | Sell |
2,506
-2,693
| -52% | -$125K | 0.01% | 221 |
|
|
2021
Q2 | $235K | Sell |
5,199
-1,065
| -17% | -$48.1K | 0.03% | 178 |
|
|
2021
Q1 | $245K | Sell |
6,264
-99
| -2% | -$3.87K | 0.03% | 181 |
|
|
2020
Q4 | $192K | Sell |
6,363
-204
| -3% | -$6.16K | 0.03% | 196 |
|
|
2020
Q3 | $154K | Sell |
6,567
-2,963
| -31% | -$69.5K | 0.02% | 201 |
|
|
2020
Q2 | $244K | Sell |
9,530
-8,880
| -48% | -$227K | 0.04% | 160 |
|
|
2020
Q1 | $528K | Buy |
18,410
+8,305
| +82% | +$238K | 0.1% | 111 |
|
|
2019
Q4 | $544K | Sell |
10,105
-1,478
| -13% | -$79.6K | 0.08% | 114 |
|
|
2019
Q3 | $584K | Sell |
11,583
-1,636
| -12% | -$82.5K | 0.08% | 117 |
|
|
2019
Q2 | $625K | Sell |
13,219
-1,611
| -11% | -$76.2K | 0.09% | 105 |
|
|
2019
Q1 | $717K | Sell |
14,830
-2,622
| -15% | -$127K | 0.11% | 107 |
|
|
2018
Q4 | $804K | Sell |
17,452
-4,643
| -21% | -$214K | 0.13% | 102 |
|
|
2018
Q3 | $1.16M | Sell |
22,095
-1,577
| -7% | -$82.9K | 0.17% | 90 |
|
|
2018
Q2 | $1.31M | Sell |
23,672
-9,259
| -28% | -$513K | 0.21% | 81 |
|
|
2018
Q1 | $1.73M | Sell |
32,931
-109,648
| -77% | -$5.75M | 0.29% | 71 |
|
|
2017
Q4 | $8.65M | Buy |
142,579
+1,323
| +0.9% | +$80.3K | 1.36% | 24 |
|
|
2017
Q3 | $7.79M | Buy |
141,256
+4,527
| +3% | +$250K | 1.45% | 24 |
|
|
2017
Q2 | $7.58M | Buy |
136,729
+40,921
| +43% | +$2.27M | 1.43% | 19 |
|
|
2017
Q1 | $5.33M | Buy |
95,808
+72,090
| +304% | +$4.01M | 1.02% | 36 |
|
|
2016
Q4 | $1.31M | Sell |
23,718
-696
| -3% | -$38.4K | 0.26% | 80 |
|
|
2016
Q3 | $1.08M | Sell |
24,414
-37,741
| -61% | -$1.67M | 0.23% | 85 |
|
|
2016
Q2 | $2.94M | Sell |
62,155
-50,707
| -45% | -$2.4M | 0.64% | 53 |
|
|
2016
Q1 | $5.46M | Buy |
112,862
+2,454
| +2% | +$119K | 1.25% | 27 |
|
|
2015
Q4 | $6M | Buy |
110,408
+3,065
| +3% | +$167K | 1.41% | 22 |
|
|
2015
Q3 | $5.51M | Buy |
107,343
+2,355
| +2% | +$121K | 1.37% | 20 |
|
|
2015
Q2 | $5.91M | Sell |
104,988
-82
| -0.1% | -$4.61K | 1.61% | 20 |
|
|
2015
Q1 | $5.72M | Buy |
105,070
+4,521
| +4% | +$246K | 1.55% | 18 |
|
|
2014
Q4 | $5.51M | Sell |
100,549
-11,281
| -10% | -$618K | 1.52% | 20 |
|
|
2014
Q3 | $5.8M | Sell |
111,830
-336
| -0.3% | -$17.4K | 1.6% | 13 |
|
|
2014
Q2 | $5.9M | Buy |
112,166
+1,966
| +2% | +$103K | 1.6% | 15 |
|
|
2014
Q1 | $5.48M | Sell |
110,200
-1,735
| -2% | -$86.3K | 1.61% | 17 |
|
|
2013
Q4 | $5.08M | Buy |
111,935
+2,113
| +2% | +$95.9K | 1.49% | 19 |
|
|
2013
Q3 | $4.54M | Buy |
109,822
+115
| +0.1% | +$4.75K | 1.49% | 21 |
|
|
2013
Q2 | $4.53M | Buy |
+109,707
| New | +$4.53M | 1.55% | 19 |
|