Affinity Capital Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $226K | Buy |
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|
2025
Q2 | $219K | Sell |
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|
2025
Q1 | $269K | Buy |
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|
2024
Q4 | $298K | Sell |
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|
2024
Q3 | $250K | Buy |
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|
2024
Q2 | $263K | Buy |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $221K | Sell |
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|
2023
Q3 | $214K | Buy |
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|
2023
Q2 | $211K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $202K | Sell |
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|
2021
Q2 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $290K | Buy |
|