Addison 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 | $143K | Buy |
1,779
+237
| +15% | +$19K | 0.04% | 260 |
|
|
2025
Q1 | $111K | Sell |
1,542
-38
| -2% | -$2.73K | 0.03% | 285 |
|
|
2024
Q4 | $111K | Buy |
1,580
+5
| +0.3% | +$351 | 0.03% | 284 |
|
|
2024
Q3 | $89K | Sell |
1,575
-192
| -11% | -$10.8K | 0.02% | 320 |
|
|
2024
Q2 | $105K | Buy |
1,767
+263
| +17% | +$15.6K | 0.03% | 285 |
|
|
2024
Q1 | $87.2K | Buy |
1,504
+95
| +7% | +$5.51K | 0.03% | 300 |
|
|
2023
Q4 | $69.4K | Buy |
1,409
+306
| +28% | +$15.1K | 0.03% | 312 |
|
|
2023
Q3 | $45.1K | Buy |
1,103
+71
| +7% | +$2.9K | 0.02% | 335 |
|
|
2023
Q2 | $44K | Buy |
1,032
+42
| +4% | +$1.79K | 0.02% | 333 |
|
|
2023
Q1 | $37K | Buy |
990
+256
| +35% | +$9.57K | 0.02% | 331 |
|
|
2022
Q4 | $30.3K | Sell |
734
-111
| -13% | -$4.58K | 0.02% | 332 |
|
|
2022
Q3 | $34K | Buy |
845
+184
| +28% | +$7.4K | 0.02% | 297 |
|
|
2022
Q2 | $26K | Sell |
661
-377
| -36% | -$14.8K | 0.02% | 336 |
|
|
2022
Q1 | $50K | Buy |
1,038
+409
| +65% | +$19.7K | 0.03% | 288 |
|
|
2021
Q4 | $30K | Buy |
629
+368
| +141% | +$17.6K | 0.02% | 296 |
|
|
2021
Q3 | $12K | Buy |
261
+20
| +8% | +$920 | 0.01% | 299 |
|
|
2021
Q2 | $11K | Buy |
+241
| New | +$11K | 0.01% | 299 |
|
|
2020
Q4 | $7K | Buy |
+241
| New | +$7K | 0.01% | 313 |
|