AA Financial 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 | $392K | Buy |
4,898
+1,791
| +58% | +$143K | 0.08% | 124 |
|
|
2025
Q1 | $223K | Sell |
3,107
-2,788
| -47% | -$200K | 0.05% | 163 |
|
|
2024
Q4 | $414K | Hold |
5,895
| – | – | 0.11% | 111 |
|
|
2024
Q3 | $333K | Sell |
5,895
-470
| -7% | -$26.6K | 0.1% | 128 |
|
|
2024
Q2 | $378K | Sell |
6,365
-155
| -2% | -$9.21K | 0.13% | 113 |
|
|
2024
Q1 | $378K | Buy |
+6,520
| New | +$378K | 0.15% | 104 |
|