Alaska Wealth 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 | $490K | Buy |
6,119
+79
| +1% | +$6.33K | 0.07% | 50 |
|
|
2025
Q1 | $434K | Sell |
6,040
-244
| -4% | -$17.5K | 0.07% | 46 |
|
|
2024
Q4 | $441K | Sell |
6,284
-713
| -10% | -$50.1K | 0.07% | 45 |
|
|
2024
Q3 | $395K | Buy |
6,997
+1,368
| +24% | +$77.3K | 0.06% | 52 |
|
|
2024
Q2 | $334K | Sell |
5,629
-417
| -7% | -$24.8K | 0.05% | 52 |
|
|
2024
Q1 | $350K | Hold |
6,046
| – | – | 0.05% | 50 |
|
|
2023
Q4 | $298K | Sell |
6,046
-3,023
| -33% | -$149K | 0.05% | 53 |
|
|
2023
Q3 | $371K | Sell |
9,069
-2,439
| -21% | -$99.7K | 0.06% | 47 |
|
|
2023
Q2 | $491K | Hold |
11,508
| – | – | 0.08% | 42 |
|
|
2023
Q1 | $430K | Sell |
11,508
-10,538
| -48% | -$394K | 0.07% | 41 |
|
|
2022
Q4 | $910K | Buy |
+22,046
| New | +$910K | 0.16% | 32 |
|
|
2020
Q1 | – | Sell |
-5,874
| Closed | -$316K | – | 74 |
|
|
2019
Q4 | $316K | Buy |
+5,874
| New | +$316K | 0.05% | 53 |
|
|
2019
Q3 | – | Sell |
-5,698
| Closed | -$275K | – | 64 |
|
|
2019
Q2 | $275K | Hold |
5,698
| – | – | 0.03% | 59 |
|
|
2019
Q1 | $275K | Buy |
5,698
+50
| +0.9% | +$2.41K | 0.03% | 59 |
|
|
2018
Q4 | $260K | Buy |
5,648
+45
| +0.8% | +$2.07K | 0.08% | 49 |
|
|
2018
Q3 | $294K | Buy |
5,603
+41
| +0.7% | +$2.15K | 0.09% | 40 |
|
|
2018
Q2 | $308K | Buy |
5,562
+39
| +0.7% | +$2.16K | 0.1% | 37 |
|
|
2018
Q1 | $289K | Buy |
5,523
+38
| +0.7% | +$1.99K | 0.1% | 38 |
|
|
2017
Q4 | $332K | Buy |
+5,485
| New | +$332K | 0.12% | 34 |
|