American Capital Advisory’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 | $206K | Buy |
2,574
+75
| +3% | +$6.01K | 0.1% | 91 |
|
|
2025
Q1 | $179K | Sell |
2,499
-357
| -13% | -$25.6K | 0.1% | 98 |
|
|
2024
Q4 | $201K | Buy |
2,856
+2
| +0.1% | +$140 | 0.11% | 96 |
|
|
2024
Q3 | $161K | Buy |
2,854
+8
| +0.3% | +$452 | 0.09% | 102 |
|
|
2024
Q2 | $140K | Buy |
2,846
+10
| +0.4% | +$492 | 0.1% | 99 |
|
|
2024
Q1 | $106K | Sell |
2,836
-10
| -0.4% | -$374 | 0.09% | 110 |
|
|
2023
Q4 | $140K | Buy |
+2,846
| New | +$140K | 0.1% | 99 |
|