Advisory Alpha’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 | $725K | Buy |
9,049
+1,063
| +13% | +$85.2K | 0.02% | 213 |
|
|
2025
Q1 | $573K | Buy |
7,986
+1,713
| +27% | +$123K | 0.02% | 226 |
|
|
2024
Q4 | $441K | Buy |
6,273
+405
| +7% | +$28.4K | 0.02% | 251 |
|
|
2024
Q3 | $332K | Buy |
5,868
+378
| +7% | +$21.4K | 0.01% | 294 |
|
|
2024
Q2 | $326K | Buy |
5,490
+270
| +5% | +$16K | 0.01% | 277 |
|
|
2024
Q1 | $303K | Buy |
5,220
+89
| +2% | +$5.16K | 0.01% | 295 |
|
|
2023
Q4 | $253K | Sell |
5,131
-95
| -2% | -$4.68K | 0.01% | 292 |
|
|
2023
Q3 | $214K | Sell |
5,226
-299
| -5% | -$12.2K | 0.01% | 282 |
|
|
2023
Q2 | $236K | Sell |
5,525
-245
| -4% | -$10.5K | 0.01% | 287 |
|
|
2023
Q1 | $216K | Buy |
5,770
+200
| +4% | +$7.48K | 0.01% | 263 |
|
|
2022
Q4 | $230K | Buy |
5,570
+92
| +2% | +$3.8K | 0.02% | 239 |
|
|
2022
Q3 | $220K | Sell |
5,478
-585
| -10% | -$23.5K | 0.02% | 226 |
|
|
2022
Q2 | $238K | Buy |
6,063
+683
| +13% | +$26.8K | 0.02% | 222 |
|
|
2022
Q1 | $261K | Buy |
+5,380
| New | +$261K | 0.02% | 230 |
|
|
2020
Q4 | – | Sell |
-359
| Closed | -$9K | – | 645 |
|
|
2020
Q3 | $9K | Buy |
+359
| New | +$9K | ﹤0.01% | 442 |
|
|
2020
Q2 | – | Sell |
-2,823
| Closed | -$74.9K | – | 619 |
|
|
2020
Q1 | $74.9K | Buy |
2,823
+539
| +24% | +$14.3K | 0.02% | 168 |
|
|
2019
Q4 | $119K | Sell |
2,284
-609
| -21% | -$31.7K | 0.03% | 186 |
|
|
2019
Q3 | $139K | Buy |
+2,893
| New | +$139K | 0.04% | 146 |
|
|
2019
Q2 | – | Sell |
-1,832
| Closed | -$85.6K | – | 646 |
|
|
2019
Q1 | $85.6K | Buy |
+1,832
| New | +$85.6K | 0.03% | 175 |
|