ACA
Affinity Capital Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $219K | Sell |
2,737
-1,570
| -36% | -$126K | 0.04% | 149 |
|
|
2025
Q1 | $269K | Buy |
4,307
+147
| +4% | +$9.19K | 0.05% | 129 |
|
|
2024
Q4 | $298K | Sell |
4,160
-273
| -6% | -$19.5K | 0.06% | 119 |
|
|
2024
Q3 | $250K | Buy |
4,433
+1
| +0% | +$56 | 0.05% | 136 |
|
|
2024
Q2 | $263K | Buy |
4,432
+1
| +0% | +$59 | 0.06% | 128 |
|
|
2024
Q1 | $257K | Sell |
4,431
-51
| -1% | -$2.96K | 0.06% | 129 |
|
|
2023
Q4 | $221K | Sell |
4,482
-758
| -14% | -$37.3K | 0.05% | 129 |
|
|
2023
Q3 | $214K | Buy |
5,240
+297
| +6% | +$12.1K | 0.06% | 123 |
|
|
2023
Q2 | $211K | Buy |
+4,943
| New | +$211K | 0.06% | 127 |
|
|
2021
Q4 | – | Sell |
-4,352
| Closed | -$202K | – | 127 |
|
|
2021
Q3 | $202K | Sell |
4,352
-95
| -2% | -$4.41K | 0.07% | 117 |
|
|
2021
Q2 | $201K | Buy |
+4,447
| New | +$201K | 0.07% | 122 |
|
|
2020
Q1 | – | Sell |
-5,391
| Closed | -$290K | – | 117 |
|
|
2019
Q4 | $290K | Buy |
+5,391
| New | +$290K | 0.19% | 83 |
|