AF 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 | $2.57M | Hold |
32,040
| – | – | 0.89% | 5 |
|
|
2025
Q1 | $2.3M | Hold |
32,040
| – | – | 0.44% | 2 |
|
|
2024
Q4 | $2.25M | Hold |
32,040
| – | – | 0.31% | 2 |
|
|
2024
Q3 | $1.81M | Hold |
32,040
| – | – | 0.26% | 2 |
|
|
2024
Q2 | $1.9M | Hold |
32,040
| – | – | 0.35% | 2 |
|
|
2024
Q1 | $1.86M | Hold |
32,040
| – | – | 0.4% | 2 |
|
|
2023
Q4 | $1.58M | Hold |
32,040
| – | – | 0.37% | 2 |
|
|
2023
Q3 | $1.31M | Hold |
32,040
| – | – | 0.41% | 2 |
|
|
2023
Q2 | $1.37M | Hold |
32,040
| – | – | 0.46% | 2 |
|
|
2023
Q1 | $1.2M | Hold |
32,040
| – | – | 0.46% | 2 |
|
|
2022
Q4 | $1.29M | Hold |
32,040
| – | – | 0.82% | 2 |
|
|
2022
Q3 | $1.29M | Sell |
32,040
-3,000
| -9% | -$121K | 0.82% | 2 |
|
|
2022
Q2 | $1.37M | Buy |
35,040
+3,000
| +9% | +$118K | 0.87% | 2 |
|
|
2022
Q1 | $1.55M | Sell |
32,040
-3,000
| -9% | -$145K | 1.04% | 2 |
|
|
2021
Q4 | $1.68M | Hold |
35,040
| – | – | 0.97% | 2 |
|
|
2021
Q3 | $1.63M | Sell |
35,040
-3,000
| -8% | -$139K | 1.02% | 2 |
|
|
2021
Q2 | $1.72M | Buy |
+38,040
| New | +$1.72M | 0.86% | 2 |
|
|
2021
Q1 | – | Sell |
-38,040
| Closed | -$1.14M | – | 23 |
|
|
2020
Q4 | $1.14M | Hold |
38,040
| – | – | 0.57% | 2 |
|
|
2020
Q3 | $894K | Sell |
38,040
-9,000
| -19% | -$212K | 0.53% | 2 |
|
|
2020
Q2 | $1.2M | Hold |
47,040
| – | – | 0.73% | 2 |
|
|
2020
Q1 | $1.35M | Hold |
47,040
| – | – | 1.1% | 2 |
|
|
2019
Q4 | $2.53M | Buy |
+47,040
| New | +$2.53M | 1.66% | 2 |
|