AIA
Allied Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7M | Sell |
196,443
-976
| -0.5% | -$78.2K | 2.75% | 8 |
|
|
2025
Q1 | $14.2M | Sell |
197,419
-744
| -0.4% | -$53.4K | 2.69% | 7 |
|
|
2024
Q4 | $13.9M | Sell |
198,163
-7,778
| -4% | -$546K | 2.81% | 9 |
|
|
2024
Q3 | $11.6M | Buy |
205,941
+1,694
| +0.8% | +$95.7K | 2.3% | 13 |
|
|
2024
Q2 | $12.1M | Sell |
204,247
-2,969
| -1% | -$176K | 2.85% | 8 |
|
|
2024
Q1 | $12M | Buy |
207,216
+5,791
| +3% | +$336K | 2.9% | 9 |
|
|
2023
Q4 | $9.91M | Buy |
201,425
+634
| +0.3% | +$31.2K | 2.7% | 11 |
|
|
2023
Q3 | $8.2M | Buy |
200,791
+4,035
| +2% | +$165K | 2.46% | 19 |
|
|
2023
Q2 | $8.4M | Buy |
196,756
+9,642
| +5% | +$412K | 2.43% | 19 |
|
|
2023
Q1 | $6.99M | Buy |
187,114
+6,748
| +4% | +$252K | 2.17% | 28 |
|
|
2022
Q4 | $7.45M | Sell |
180,366
-237
| -0.1% | -$9.79K | 2.33% | 23 |
|
|
2022
Q3 | $7.26M | Buy |
180,603
+6,918
| +4% | +$278K | 2.71% | 11 |
|
|
2022
Q2 | $6.8M | Buy |
173,685
+3,674
| +2% | +$144K | 2.44% | 23 |
|
|
2022
Q1 | $8.24M | Buy |
170,011
+6,249
| +4% | +$303K | 2.68% | 13 |
|
|
2021
Q4 | $7.86M | Buy |
163,762
+127
| +0.1% | +$6.09K | 2.69% | 12 |
|
|
2021
Q3 | $7.59M | Sell |
163,635
-791
| -0.5% | -$36.7K | 2.87% | 8 |
|
|
2021
Q2 | $7.45M | Buy |
164,426
+6,759
| +4% | +$306K | 2.8% | 11 |
|
|
2021
Q1 | $6.16M | Buy |
157,667
+10,998
| +7% | +$430K | 2.64% | 19 |
|
|
2020
Q4 | $4.43M | Buy |
146,669
+5,077
| +4% | +$153K | 2.13% | 28 |
|
|
2020
Q3 | $3.33M | Buy |
141,592
+3,795
| +3% | +$89.2K | 1.79% | 28 |
|
|
2020
Q2 | $3.53M | Buy |
137,797
+24,400
| +22% | +$625K | 2.03% | 29 |
|
|
2020
Q1 | $3.25M | Buy |
113,397
+24,396
| +27% | +$700K | 2.35% | 26 |
|
|
2019
Q4 | $4.79M | Buy |
89,001
+2,565
| +3% | +$138K | 2.83% | 19 |
|
|
2019
Q3 | $4.36M | Buy |
86,436
+2,785
| +3% | +$140K | 2.81% | 19 |
|
|
2019
Q2 | $3.96M | Buy |
83,651
+3,230
| +4% | +$153K | 2.65% | 21 |
|
|
2019
Q1 | $3.89M | Buy |
80,421
+5,010
| +7% | +$242K | 2.69% | 20 |
|
|
2018
Q4 | $3.48M | Buy |
75,411
+180
| +0.2% | +$8.3K | 2.87% | 18 |
|
|
2018
Q3 | $3.95M | Buy |
75,231
+1,440
| +2% | +$75.7K | 2.94% | 18 |
|
|
2018
Q2 | $4.09M | Sell |
73,791
-45
| -0.1% | -$2.5K | 3.33% | 11 |
|
|
2018
Q1 | $3.87M | Buy |
73,836
+3,011
| +4% | +$158K | 3.19% | 13 |
|
|
2017
Q4 | $4.3M | Buy |
+70,825
| New | +$4.3M | 3.62% | 13 |
|