Affinity Investment 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
Q2 | $1.41M | Sell |
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|
2025
Q1 | $1.37M | Sell |
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|
2024
Q4 | $1.36M | Sell |
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|
2024
Q3 | $1.11M | Sell |
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|
2024
Q2 | $1.2M | Sell |
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|
2024
Q1 | $1.22M | Sell |
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|
2023
Q4 | $1.08M | Sell |
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|
2023
Q3 | $963K | Sell |
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|
2023
Q2 | $1.03M | Sell |
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|
2023
Q1 | $1.12M | Sell |
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|
2022
Q4 | $2.76M | Sell |
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|
2022
Q3 | $2.99M | Sell |
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|
2022
Q2 | $2.93M | Buy |
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|
2022
Q1 | $3.32M | Sell |
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|
2021
Q4 | $3.35M | Sell |
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|
2021
Q3 | $3.27M | Sell |
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|
2021
Q2 | $3.2M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $200K | Sell |
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|
2016
Q4 | $334K | Sell |
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|
2016
Q3 | $27.9M | Sell |
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|
2016
Q2 | $33.9M | Buy |
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|
2016
Q1 | $31.7M | Sell |
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|
2015
Q4 | $36.2M | Buy |
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|
2015
Q3 | $33.9M | Sell |
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|
2015
Q2 | $38M | Sell |
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|
2015
Q1 | $40.1M | Buy |
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|
2014
Q4 | $33.2M | Buy |
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|
2014
Q3 | $29.3M | Sell |
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|
2014
Q2 | $32.7M | Buy |
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|
2014
Q1 | $30.9M | Buy |
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|
2013
Q4 | $28M | Sell |
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|
2013
Q3 | $26.5M | Sell |
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|
2013
Q2 | $38.5M | Buy |
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