Affiance 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	$204K	Buy	+2,550	New	+$204K	0.04%	100
2024 Q4	–	Sell	-3,683	Closed	-$208K	–	104
2024 Q3	$208K	Hold	3,683	–	–	0.05%	97
2024 Q2	$219K	Hold	3,683	–	–	0.06%	94
2024 Q1	$213K	Buy	+3,683	New	+$213K	0.06%	92
2023 Q1	–	Sell	-3,786	Closed	-$156K	–	411
2022 Q4	$156K	Buy	+3,786	New	+$156K	0.06%	109
2019 Q4	–	Sell	-4,030	Closed	-$203K	–	146
2019 Q3	$203K	Sell	4,030 -514	-11%	-$25.9K	0.12%	89
2019 Q2	$215K	Hold	4,544	–	–	0.13%	88
2019 Q1	$220K	Sell	4,544 -191	-4%	-$9.25K	0.14%	86
2018 Q4	$218K	Hold	4,735	–	–	0.14%	87
2018 Q3	$249K	Sell	4,735 -399	-8%	-$21K	0.16%	79
2018 Q2	$285K	Sell	5,134 -249	-5%	-$13.8K	0.22%	75
2018 Q1	$282K	Sell	5,383 -1,075	-17%	-$56.3K	0.25%	66
2017 Q4	$392K	Sell	6,458 -1,072	-14%	-$65.1K	0.29%	52
2017 Q3	$415K	Buy	7,530 +61	+0.8%	+$3.36K	0.33%	49
2017 Q2	$414K	Buy	7,469 +100	+1%	+$5.54K	0.33%	47
2017 Q1	$410K	Sell	7,369 -50	-0.7%	-$2.78K	0.32%	49
2016 Q4	$409K	Buy	7,419 +50	+0.7%	+$2.76K	0.33%	55
2016 Q3	$326K	Hold	7,369	–	–	0.27%	62
2016 Q2	$349K	Sell	7,369 -224	-3%	-$10.6K	0.3%	57
2016 Q1	$367K	Buy	7,593 +204	+3%	+$9.86K	0.35%	58
2015 Q4	$402K	Hold	7,389	–	–	0.41%	53
2015 Q3	$379K	Hold	7,389	–	–	0.47%	49
2015 Q2	$416K	Hold	7,389	–	–	0.53%	52
2015 Q1	$402K	Hold	7,389	–	–	0.61%	47
2014 Q4	$405K	Buy	+7,389	New	+$405K	0.71%	35