Alliance Wealth Advisors (Pennsylvania)’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 | $890K | Buy |
11,107
+432
| +4% | +$34.6K | 0.46% | 35 |
|
|
2025
Q1 | $766K | Buy |
10,675
+226
| +2% | +$16.2K | 0.43% | 38 |
|
|
2024
Q4 | $734K | Sell |
10,449
-56
| -0.5% | -$3.93K | 0.41% | 44 |
|
|
2024
Q3 | $593K | Buy |
10,505
+210
| +2% | +$11.9K | 0.34% | 55 |
|
|
2024
Q2 | $611K | Sell |
10,295
-859
| -8% | -$51K | 0.38% | 54 |
|
|
2024
Q1 | $646K | Buy |
11,154
+35
| +0.3% | +$2.03K | 0.41% | 51 |
|
|
2023
Q4 | $547K | Sell |
11,119
-95
| -0.8% | -$4.68K | 0.36% | 54 |
|
|
2023
Q3 | $458K | Buy |
11,214
+61
| +0.5% | +$2.49K | 0.33% | 58 |
|
|
2023
Q2 | $476K | Buy |
11,153
+34
| +0.3% | +$1.45K | 0.34% | 60 |
|
|
2023
Q1 | $416K | Buy |
11,119
+311
| +3% | +$11.6K | 0.31% | 64 |
|
|
2022
Q4 | $446K | Sell |
10,808
-565
| -5% | -$23.3K | 0.37% | 58 |
|
|
2022
Q3 | $457K | Sell |
11,373
-681
| -6% | -$27.4K | 0.43% | 54 |
|
|
2022
Q2 | $472K | Sell |
12,054
-161
| -1% | -$6.3K | 0.41% | 57 |
|
|
2022
Q1 | $592K | Buy |
12,215
+1,983
| +19% | +$96.1K | 0.49% | 49 |
|
|
2021
Q4 | $491K | Sell |
10,232
-140
| -1% | -$6.72K | 0.4% | 61 |
|
|
2021
Q3 | $481K | Sell |
10,372
-675
| -6% | -$31.3K | 0.43% | 58 |
|
|
2021
Q2 | $500K | Buy |
11,047
+322
| +3% | +$14.6K | 0.45% | 56 |
|
|
2021
Q1 | $419K | Buy |
10,725
+1,610
| +18% | +$62.9K | 0.41% | 63 |
|
|
2020
Q4 | $275K | Buy |
+9,115
| New | +$275K | 0.29% | 81 |
|