Advisornet Financial’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 | $1.33M | Buy |
16,635
+1,598
| +11% | +$128K | 0.09% | 203 |
|
|
2025
Q1 | $1.08M | Buy |
15,037
+2,293
| +18% | +$165K | 0.08% | 231 |
|
|
2024
Q4 | $895K | Sell |
12,744
-5,795
| -31% | -$407K | 0.07% | 224 |
|
|
2024
Q3 | $1.05M | Buy |
18,539
+184
| +1% | +$10.4K | 0.08% | 224 |
|
|
2024
Q2 | $1.09M | Buy |
18,355
+1,775
| +11% | +$105K | 0.1% | 195 |
|
|
2024
Q1 | $961K | Sell |
16,580
-895
| -5% | -$51.9K | 0.09% | 207 |
|
|
2023
Q4 | $860K | Buy |
17,475
+1,325
| +8% | +$65.2K | 0.08% | 236 |
|
|
2023
Q3 | $660K | Sell |
16,150
-3,277
| -17% | -$134K | 0.06% | 265 |
|
|
2023
Q2 | $829K | Buy |
19,427
+2,139
| +12% | +$91.3K | 0.07% | 231 |
|
|
2023
Q1 | $646K | Buy |
17,288
+750
| +5% | +$28K | 0.06% | 259 |
|
|
2022
Q4 | $683K | Sell |
16,538
-1,026
| -6% | -$42.4K | 0.07% | 258 |
|
|
2022
Q3 | $706K | Sell |
17,564
-792
| -4% | -$31.8K | 0.07% | 262 |
|
|
2022
Q2 | $719K | Sell |
18,356
-2,403
| -12% | -$94.1K | 0.07% | 260 |
|
|
2022
Q1 | $1.01M | Buy |
20,759
+5,298
| +34% | +$257K | 0.06% | 248 |
|
|
2021
Q4 | $742K | Sell |
15,461
-1,852
| -11% | -$88.9K | 0.05% | 318 |
|
|
2021
Q3 | $803K | Sell |
17,313
-5,407
| -24% | -$251K | 0.06% | 276 |
|
|
2021
Q2 | $1.03M | Sell |
22,720
-10,442
| -31% | -$473K | 0.07% | 248 |
|
|
2021
Q1 | $1.3M | Buy |
33,162
+404
| +1% | +$15.8K | 0.09% | 203 |
|
|
2020
Q4 | $989K | Sell |
32,758
-345
| -1% | -$10.4K | 0.08% | 220 |
|
|
2020
Q3 | $778K | Sell |
33,103
-8,554
| -21% | -$201K | 0.07% | 251 |
|
|
2020
Q2 | $1.07M | Sell |
41,657
-7,684
| -16% | -$197K | 0.09% | 206 |
|
|
2020
Q1 | $1.42M | Sell |
49,341
-6,493
| -12% | -$186K | 0.13% | 145 |
|
|
2019
Q4 | $3M | Sell |
55,834
-789
| -1% | -$42.5K | 0.25% | 88 |
|
|
2019
Q3 | $2.86M | Buy |
56,623
+8,934
| +19% | +$451K | 0.26% | 89 |
|
|
2019
Q2 | $2.26M | Buy |
47,689
+9,874
| +26% | +$467K | 0.25% | 92 |
|
|
2019
Q1 | $1.83M | Buy |
37,815
+5,933
| +19% | +$287K | 0.22% | 101 |
|
|
2018
Q4 | $1.47M | Sell |
31,882
-3,747
| -11% | -$173K | 0.2% | 107 |
|
|
2018
Q3 | $1.87M | Sell |
35,629
-723
| -2% | -$38K | 0.24% | 95 |
|
|
2018
Q2 | $2.02M | Buy |
36,352
+5,238
| +17% | +$290K | 0.27% | 73 |
|
|
2018
Q1 | $1.63M | Buy |
31,114
+618
| +2% | +$32.4K | 0.23% | 90 |
|
|
2017
Q4 | $1.85M | Buy |
+30,496
| New | +$1.85M | 0.28% | 75 |
|