Adero Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $3.11M | Buy |
43,279
+297
| +0.7% | +$21.3K | 0.2% | 47 |
|
|
2024
Q4 | $3.02M | Buy |
42,982
+5,974
| +16% | +$420K | 0.19% | 49 |
|
|
2024
Q3 | $2.09M | Buy |
37,008
+244
| +0.7% | +$13.8K | 0.14% | 58 |
|
|
2024
Q2 | $2.18M | Buy |
36,764
+148
| +0.4% | +$8.79K | 0.16% | 54 |
|
|
2024
Q1 | $2.12M | Buy |
36,616
+13,763
| +60% | +$798K | 0.16% | 60 |
|
|
2023
Q4 | $1.12M | Sell |
22,853
-14,297
| -38% | -$704K | 0.1% | 73 |
|
|
2023
Q3 | $1.52M | Sell |
37,150
-12,094
| -25% | -$494K | 0.15% | 62 |
|
|
2023
Q2 | $2.1M | Buy |
49,244
+29,663
| +151% | +$1.27M | 0.21% | 53 |
|
|
2023
Q1 | $732K | Sell |
19,581
-123
| -0.6% | -$4.6K | 0.08% | 81 |
|
|
2022
Q4 | $814K | Buy |
19,704
+3,996
| +25% | +$165K | 0.1% | 73 |
|
|
2022
Q3 | $710K | Sell |
15,708
-54
| -0.3% | -$2.44K | 0.09% | 78 |
|
|
2022
Q2 | $616K | Sell |
15,762
-2,688
| -15% | -$105K | 0.09% | 80 |
|
|
2022
Q1 | $894K | Buy |
18,450
+1,880
| +11% | +$91.1K | 0.13% | 69 |
|
|
2021
Q4 | $795K | Hold |
16,570
| – | – | 0.13% | 74 |
|
|
2021
Q3 | $769K | Buy |
16,570
+180
| +1% | +$8.35K | 0.14% | 70 |
|
|
2021
Q2 | $742K | Sell |
16,390
-1,878
| -10% | -$85K | 0.17% | 62 |
|
|
2021
Q1 | $714K | Buy |
+18,268
| New | +$714K | 0.32% | 52 |
|
|
2020
Q1 | – | Sell |
-44,729
| Closed | -$2.41M | – | 91 |
|
|
2019
Q4 | $2.41M | Buy |
+44,729
| New | +$2.41M | 2.7% | 8 |
|