Affinity Investment 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 | $1.41M | Sell |
17,644
-1,374
| -7% | -$110K | 1.07% | 33 |
|
|
2025
Q1 | $1.37M | Sell |
19,018
-405
| -2% | -$29.1K | 1.11% | 29 |
|
|
2024
Q4 | $1.36M | Sell |
19,423
-253
| -1% | -$17.8K | 1.14% | 27 |
|
|
2024
Q3 | $1.11M | Sell |
19,676
-454
| -2% | -$25.6K | 0.76% | 49 |
|
|
2024
Q2 | $1.2M | Sell |
20,130
-862
| -4% | -$51.2K | 0.9% | 39 |
|
|
2024
Q1 | $1.22M | Sell |
20,992
-859
| -4% | -$49.8K | 0.89% | 40 |
|
|
2023
Q4 | $1.08M | Sell |
21,851
-1,729
| -7% | -$85.1K | 0.73% | 46 |
|
|
2023
Q3 | $963K | Sell |
23,580
-531
| -2% | -$21.7K | 0.62% | 52 |
|
|
2023
Q2 | $1.03M | Sell |
24,111
-5,862
| -20% | -$250K | 0.6% | 50 |
|
|
2023
Q1 | $1.12M | Sell |
29,973
-36,876
| -55% | -$1.38M | 0.6% | 48 |
|
|
2022
Q4 | $2.76M | Sell |
66,849
-7,457
| -10% | -$308K | 1.27% | 16 |
|
|
2022
Q3 | $2.99M | Sell |
74,306
-400
| -0.5% | -$16.1K | 1.55% | 10 |
|
|
2022
Q2 | $2.93M | Buy |
74,706
+6,167
| +9% | +$242K | 1.43% | 12 |
|
|
2022
Q1 | $3.32M | Sell |
68,539
-1,173
| -2% | -$56.8K | 1.36% | 10 |
|
|
2021
Q4 | $3.35M | Sell |
69,712
-857
| -1% | -$41.1K | 1.34% | 16 |
|
|
2021
Q3 | $3.28M | Sell |
70,569
-18
| -0% | -$835 | 1.47% | 12 |
|
|
2021
Q2 | $3.2M | Buy |
+70,587
| New | +$3.2M | 1.44% | 13 |
|
|
2017
Q2 | – | Sell |
-3,600
| Closed | -$200K | – | 194 |
|
|
2017
Q1 | $200K | Sell |
3,600
-2,460
| -41% | -$137K | 0.02% | 183 |
|
|
2016
Q4 | $334K | Sell |
6,060
-624,290
| -99% | -$34.4M | 0.03% | 127 |
|
|
2016
Q3 | $27.9M | Sell |
630,350
-86,467
| -12% | -$3.83M | 2.37% | 3 |
|
|
2016
Q2 | $33.9M | Buy |
716,817
+60,942
| +9% | +$2.88M | 2.51% | 3 |
|
|
2016
Q1 | $31.7M | Sell |
655,875
-9,578
| -1% | -$463K | 2.78% | 3 |
|
|
2015
Q4 | $36.2M | Buy |
665,453
+6,116
| +0.9% | +$332K | 3.11% | 2 |
|
|
2015
Q3 | $33.9M | Sell |
659,337
-15,777
| -2% | -$810K | 3.09% | 2 |
|
|
2015
Q2 | $38M | Sell |
675,114
-62,620
| -8% | -$3.52M | 3.03% | 2 |
|
|
2015
Q1 | $40.1M | Buy |
737,734
+131,386
| +22% | +$7.15M | 2.89% | 1 |
|
|
2014
Q4 | $33.2M | Buy |
606,348
+41,546
| +7% | +$2.28M | 3.07% | 1 |
|
|
2014
Q3 | $29.3M | Sell |
564,802
-58,242
| -9% | -$3.02M | 2.97% | 1 |
|
|
2014
Q2 | $32.7M | Buy |
623,044
+2,268
| +0.4% | +$119K | 3.71% | 1 |
|
|
2014
Q1 | $30.9M | Buy |
620,776
+4,907
| +0.8% | +$244K | 3.64% | 1 |
|
|
2013
Q4 | $28M | Sell |
615,869
-25,382
| -4% | -$1.15M | 3.4% | 3 |
|
|
2013
Q3 | $26.5M | Sell |
641,251
-291,804
| -31% | -$12.1M | 3.43% | 3 |
|
|
2013
Q2 | $38.5M | Buy |
+933,055
| New | +$38.5M | 3.35% | 1 |
|