AIMZ 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 | $919K | Hold |
11,472
| – | – | 0.31% | 68 |
|
|
2025
Q1 | $824K | Hold |
11,472
| – | – | 0.29% | 69 |
|
|
2024
Q4 | $806K | Sell |
11,472
-83
| -0.7% | -$5.83K | 0.28% | 71 |
|
|
2024
Q3 | $653K | Buy |
11,555
+320
| +3% | +$18.1K | 0.22% | 78 |
|
|
2024
Q2 | $667K | Sell |
11,235
-1,095
| -9% | -$65K | 0.24% | 76 |
|
|
2024
Q1 | $715K | Sell |
12,330
-675
| -5% | -$39.1K | 0.27% | 73 |
|
|
2023
Q4 | $640K | Sell |
13,005
-414
| -3% | -$20.4K | 0.26% | 72 |
|
|
2023
Q3 | $548K | Hold |
13,419
| – | – | 0.24% | 74 |
|
|
2023
Q2 | $573K | Hold |
13,419
| – | – | 0.25% | 76 |
|
|
2023
Q1 | $502K | Hold |
13,419
| – | – | 0.22% | 78 |
|
|
2022
Q4 | $554K | Sell |
13,419
-310
| -2% | -$12.8K | 0.26% | 77 |
|
|
2022
Q3 | $552K | Hold |
13,729
| – | – | 0.28% | 74 |
|
|
2022
Q2 | $538K | Hold |
13,729
| – | – | 0.26% | 75 |
|
|
2022
Q1 | $665K | Sell |
13,729
-783
| -5% | -$37.9K | 0.27% | 78 |
|
|
2021
Q4 | $696K | Sell |
14,512
-170
| -1% | -$8.15K | 0.27% | 78 |
|
|
2021
Q3 | $681K | Hold |
14,682
| – | – | 0.31% | 75 |
|
|
2021
Q2 | $665K | Sell |
14,682
-75
| -0.5% | -$3.4K | 0.3% | 75 |
|
|
2021
Q1 | $577K | Sell |
14,757
-205
| -1% | -$8.02K | 0.28% | 74 |
|
|
2020
Q4 | $452K | Buy |
14,962
+19
| +0.1% | +$574 | 0.24% | 78 |
|
|
2020
Q3 | $351K | Hold |
14,943
| – | – | 0.21% | 81 |
|
|
2020
Q2 | $383K | Buy |
14,943
+800
| +6% | +$20.5K | 0.25% | 75 |
|
|
2020
Q1 | $406K | Hold |
14,143
| – | – | 0.32% | 70 |
|
|
2019
Q4 | $761K | Hold |
14,143
| – | – | 0.49% | 58 |
|
|
2019
Q3 | $713K | Sell |
14,143
-344
| -2% | -$17.3K | 0.49% | 59 |
|
|
2019
Q2 | $686K | Hold |
14,487
| – | – | 0.47% | 62 |
|
|
2019
Q1 | $700K | Hold |
14,487
| – | – | 0.48% | 63 |
|
|
2018
Q4 | $668K | Sell |
14,487
-1,164
| -7% | -$53.7K | 0.52% | 59 |
|
|
2018
Q3 | $823K | Sell |
15,651
-200
| -1% | -$10.5K | 0.53% | 58 |
|
|
2018
Q2 | $879K | Sell |
15,851
-322
| -2% | -$17.9K | 0.62% | 54 |
|
|
2018
Q1 | $848K | Sell |
16,173
-11
| -0.1% | -$577 | 0.62% | 55 |
|
|
2017
Q4 | $982K | Sell |
16,184
-310
| -2% | -$18.8K | 0.74% | 51 |
|
|
2017
Q3 | $910K | Hold |
16,494
| – | – | 0.75% | 51 |
|
|
2017
Q2 | $914K | Hold |
16,494
| – | – | 0.77% | 51 |
|
|
2017
Q1 | $918K | Hold |
16,494
| – | – | 0.77% | 49 |
|
|
2016
Q4 | $909K | Sell |
16,494
-500
| -3% | -$27.6K | 0.81% | 47 |
|
|
2016
Q3 | $752K | Sell |
16,994
-184
| -1% | -$8.14K | 0.67% | 53 |
|
|
2016
Q2 | $813K | Sell |
17,178
-17,220
| -50% | -$815K | 0.75% | 52 |
|
|
2016
Q1 | $1.77M | Buy |
34,398
+17,394
| +102% | +$894K | 0.78% | 50 |
|
|
2015
Q4 | $924K | Sell |
17,004
-80
| -0.5% | -$4.35K | 0.84% | 47 |
|
|
2015
Q3 | $877K | Sell |
17,084
-100
| -0.6% | -$5.13K | 0.81% | 46 |
|
|
2015
Q2 | $966K | Buy |
17,184
+125
| +0.7% | +$7.03K | 0.84% | 46 |
|
|
2015
Q1 | $928K | Buy |
17,059
+750
| +5% | +$40.8K | 0.79% | 46 |
|
|
2014
Q4 | $894K | Buy |
+16,309
| New | +$894K | 0.8% | 45 |
|