Albion Financial Group’s Wells Fargo WFC Stock Holding History

Albion Financial Group’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$15.3K	Hold	191	–	–	﹤0.01%	331
2025 Q1	$13.7K	Buy	191 +1	+0.5%	+$72	﹤0.01%	345
2024 Q4	$13.3K	Buy	190 +123	+184%	+$8.64K	﹤0.01%	371
2024 Q3	$3.79K	Hold	67	–	–	﹤0.01%	386
2024 Q2	$3.98K	Hold	67	–	–	﹤0.01%	384
2024 Q1	$3.88K	Hold	67	–	–	﹤0.01%	371
2023 Q4	$3.3K	Hold	67	–	–	﹤0.01%	371
2023 Q3	$2.74K	Hold	67	–	–	﹤0.01%	361
2023 Q2	$2.86K	Hold	67	–	–	﹤0.01%	369
2023 Q1	$2.51K	Hold	67	–	–	﹤0.01%	363
2022 Q4	$2.77K	Hold	67	–	–	﹤0.01%	370
2022 Q3	$3K	Hold	67	–	–	﹤0.01%	379
2022 Q2	$3K	Hold	67	–	–	﹤0.01%	400
2022 Q1	$3K	Sell	67 -67	-50%	-$3K	﹤0.01%	452
2021 Q4	$6K	Buy	+134	New	+$6K	﹤0.01%	446
2021 Q3	–	Sell	-47	Closed	-$2K	–	550
2021 Q2	$2K	Buy	+47	New	+$2K	﹤0.01%	467
2020 Q2	–	Sell	-23,700	Closed	-$680K	–	222
2020 Q1	$680K	Sell	23,700 -740	-3%	-$21.2K	0.1%	106
2019 Q4	$1.32M	Buy	24,440 +740	+3%	+$39.8K	0.16%	87
2019 Q3	$1.2M	Hold	23,700	–	–	0.15%	87
2019 Q2	$1.12M	Buy	23,700 +200	+0.9%	+$9.46K	0.14%	95
2019 Q1	$1.14M	Hold	23,500	–	–	0.15%	91
2018 Q4	$1.08M	Hold	23,500	–	–	0.17%	87
2018 Q3	$1.24M	Hold	23,500	–	–	0.17%	83
2018 Q2	$1.3M	Hold	23,500	–	–	0.19%	82
2018 Q1	$1.23M	Hold	23,500	–	–	0.19%	79
2017 Q4	$1.43M	Hold	23,500	–	–	0.22%	77
2017 Q3	$1.3M	Hold	23,500	–	–	0.2%	78
2017 Q2	$1.3M	Hold	23,500	–	–	0.22%	73
2017 Q1	$1.31M	Sell	23,500 -38	-0.2%	-$2.12K	0.2%	73
2016 Q4	$1.3M	Buy	23,538 +38	+0.2%	+$2.09K	0.21%	73
2016 Q3	$1.04M	Sell	23,500 -2,850	-11%	-$126K	0.18%	81
2016 Q2	$1.25M	Hold	26,350	–	–	0.22%	63
2016 Q1	$1.27M	Sell	26,350 -350	-1%	-$16.9K	0.22%	64
2015 Q4	$1.45M	Sell	26,700 -39	-0.1%	-$2.12K	0.25%	51
2015 Q3	$1.37M	Sell	26,739 -1,661	-6%	-$85.3K	0.25%	54
2015 Q2	$1.6M	Buy	28,400 +111	+0.4%	+$6.24K	0.27%	49
2015 Q1	$1.54M	Buy	28,289 +1,350	+5%	+$73.4K	0.26%	51
2014 Q4	$1.48M	Hold	26,939	–	–	0.26%	56
2014 Q3	$1.4M	Sell	26,939 -25	-0.1%	-$1.3K	0.25%	55
2014 Q2	$1.42M	Hold	26,964	–	–	0.25%	59
2014 Q1	$1.34M	Buy	26,964 +39	+0.1%	+$1.94K	0.25%	60
2013 Q4	$1.22M	Hold	26,925	–	–	0.23%	63
2013 Q3	$1.11M	Hold	26,925	–	–	0.24%	61
2013 Q2	$1.11M	Buy	+26,925	New	+$1.11M	0.25%	59