AlphaCore Capital’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 | $1.14M | Buy |
14,167
+3,384
| +31% | +$271K | 0.04% | 232 |
|
|
2025
Q1 | $774K | Buy |
10,783
+3,040
| +39% | +$218K | 0.07% | 197 |
|
|
2024
Q4 | $544K | Buy |
7,743
+66
| +0.9% | +$4.64K | 0.12% | 111 |
|
|
2024
Q3 | $434K | Sell |
7,677
-76
| -1% | -$4.29K | 0.1% | 120 |
|
|
2024
Q2 | $460K | Sell |
7,753
-76
| -1% | -$4.51K | 0.11% | 110 |
|
|
2024
Q1 | $454K | Buy |
7,829
+275
| +4% | +$15.9K | 0.12% | 100 |
|
|
2023
Q4 | $372K | Buy |
7,554
+12
| +0.2% | +$591 | 0.05% | 172 |
|
|
2023
Q3 | $308K | Sell |
7,542
-386
| -5% | -$15.8K | 0.05% | 181 |
|
|
2023
Q2 | $338K | Buy |
7,928
+2,128
| +37% | +$90.8K | 0.05% | 163 |
|
|
2023
Q1 | $217K | Buy |
5,800
+740
| +15% | +$27.7K | 0.06% | 125 |
|
|
2022
Q4 | $209K | Sell |
5,060
-4
| -0.1% | -$165 | 0.08% | 77 |
|
|
2022
Q3 | $204K | Buy |
5,064
+654
| +15% | +$26.3K | 0.09% | 64 |
|
|
2022
Q2 | $173K | Sell |
4,410
-100
| -2% | -$3.92K | 0.08% | 74 |
|
|
2022
Q1 | $219K | Buy |
+4,510
| New | +$219K | 0.09% | 69 |
|
|
2020
Q4 | – | Sell |
-212
| Closed | -$5K | – | 61 |
|
|
2020
Q3 | $5K | Hold |
212
| – | – | ﹤0.01% | 51 |
|
|
2020
Q2 | $5K | Sell |
212
-100
| -32% | -$2.36K | 0.01% | 61 |
|
|
2020
Q1 | $9K | Buy |
+312
| New | +$9K | 0.01% | 229 |
|