Acorn 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 | $292K | Sell |
3,649
-108
| -3% | -$8.65K | 0.11% | 183 |
|
|
2025
Q1 | $270K | Sell |
3,757
-210
| -5% | -$15.1K | 0.11% | 184 |
|
|
2024
Q4 | $279K | Sell |
3,967
-275
| -6% | -$19.3K | 0.12% | 183 |
|
|
2024
Q3 | $240K | Buy |
+4,242
| New | +$240K | 0.1% | 199 |
|
|
2024
Q2 | – | Sell |
-4,329
| Closed | -$251K | – | 212 |
|
|
2024
Q1 | $251K | Sell |
4,329
-225
| -5% | -$13K | 0.13% | 166 |
|
|
2023
Q4 | $224K | Buy |
+4,554
| New | +$224K | 0.13% | 170 |
|
|
2023
Q3 | – | Sell |
-5,230
| Closed | -$223K | – | 192 |
|
|
2023
Q2 | $223K | Sell |
5,230
-206
| -4% | -$8.79K | 0.15% | 159 |
|
|
2023
Q1 | $203K | Sell |
5,436
-418
| -7% | -$15.6K | 0.15% | 160 |
|
|
2022
Q4 | $242K | Sell |
5,854
-263
| -4% | -$10.9K | 0.19% | 129 |
|
|
2022
Q3 | $246K | Sell |
6,117
-108
| -2% | -$4.34K | 0.2% | 126 |
|
|
2022
Q2 | $244K | Sell |
6,225
-61
| -1% | -$2.39K | 0.19% | 136 |
|
|
2022
Q1 | $305K | Sell |
6,286
-258
| -4% | -$12.5K | 0.21% | 120 |
|
|
2021
Q4 | $314K | Sell |
6,544
-721
| -10% | -$34.6K | 0.2% | 124 |
|
|
2021
Q3 | $337K | Sell |
7,265
-999
| -12% | -$46.3K | 0.24% | 107 |
|
|
2021
Q2 | $374K | Sell |
8,264
-849
| -9% | -$38.4K | 0.26% | 96 |
|
|
2021
Q1 | $356K | Buy |
9,113
+92
| +1% | +$3.59K | 0.26% | 97 |
|
|
2020
Q4 | $272K | Sell |
9,021
-376
| -4% | -$11.3K | 0.21% | 115 |
|
|
2020
Q3 | $221K | Buy |
9,397
+1,021
| +12% | +$24K | 0.19% | 112 |
|
|
2020
Q2 | $214K | Buy |
+8,376
| New | +$214K | 0.2% | 107 |
|
|
2018
Q3 | – | Sell |
-955
| Closed | -$54K | – | 448 |
|
|
2018
Q2 | $54K | Hold |
955
| – | – | 0.05% | 264 |
|
|
2018
Q1 | $50K | Sell |
955
-250
| -21% | -$13.1K | 0.04% | 268 |
|
|
2017
Q4 | $75K | Buy |
+1,205
| New | +$75K | 0.07% | 202 |
|