Alternative Investment 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 | $374K | Buy |
4,671
+15
| +0.3% | +$1.2K | 0.19% | 36 |
|
|
2025
Q1 | $334K | Buy |
4,656
+2
| +0% | +$144 | 0.18% | 39 |
|
|
2024
Q4 | $327K | Buy |
4,654
+3
| +0.1% | +$211 | 0.17% | 39 |
|
|
2024
Q3 | $263K | Buy |
4,651
+5
| +0.1% | +$282 | 0.14% | 40 |
|
|
2024
Q2 | $276K | Sell |
4,646
-399
| -8% | -$23.7K | 0.16% | 34 |
|
|
2024
Q1 | $291K | Buy |
5,045
+3
| +0.1% | +$173 | 0.18% | 35 |
|
|
2023
Q4 | $248K | Sell |
5,042
-120
| -2% | -$5.91K | 0.16% | 40 |
|
|
2023
Q3 | $211K | Buy |
+5,162
| New | +$211K | 0.15% | 49 |
|