American Portfolios Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | $2.88M | Sell |
71,497
-11,003
| -13% | -$443K | 0.12% | 179 |
|
|
2022
Q2 | $3.23M | Sell |
82,500
-352
| -0.4% | -$13.8K | 0.13% | 164 |
|
|
2022
Q1 | $4.02M | Buy |
82,852
+1,248
| +2% | +$60.5K | 0.14% | 153 |
|
|
2021
Q4 | $3.92M | Buy |
81,604
+4,384
| +6% | +$210K | 0.13% | 153 |
|
|
2021
Q3 | $3.58M | Sell |
77,220
-723
| -0.9% | -$33.6K | 0.13% | 148 |
|
|
2021
Q2 | $3.53M | Buy |
77,943
+1,290
| +2% | +$58.4K | 0.14% | 144 |
|
|
2021
Q1 | $2.99M | Buy |
76,653
+21,917
| +40% | +$856K | 0.13% | 151 |
|
|
2020
Q4 | $1.65M | Buy |
54,736
+701
| +1% | +$21.2K | 0.08% | 230 |
|
|
2020
Q3 | $1.27M | Sell |
54,035
-4,539
| -8% | -$107K | 0.07% | 239 |
|
|
2020
Q2 | $1.5M | Sell |
58,574
-852
| -1% | -$21.8K | 0.1% | 197 |
|
|
2020
Q1 | $1.71M | Buy |
59,426
+23,148
| +64% | +$664K | 0.14% | 146 |
|
|
2019
Q4 | $1.95M | Sell |
36,278
-153
| -0.4% | -$8.23K | 0.14% | 148 |
|
|
2019
Q3 | $1.84M | Sell |
36,431
-6,794
| -16% | -$343K | 0.15% | 142 |
|
|
2019
Q2 | $2.05M | Buy |
43,225
+9,073
| +27% | +$429K | 0.17% | 136 |
|
|
2019
Q1 | $1.65M | Buy |
34,152
+555
| +2% | +$26.8K | 0.16% | 134 |
|
|
2018
Q4 | $1.55M | Buy |
33,597
+1,267
| +4% | +$58.4K | 0.19% | 118 |
|
|
2018
Q3 | $1.7M | Buy |
32,330
+128
| +0.4% | +$6.73K | 0.2% | 106 |
|
|
2018
Q2 | $1.79M | Sell |
32,202
-513
| -2% | -$28.4K | 0.24% | 85 |
|
|
2018
Q1 | $1.71M | Buy |
32,715
+2,923
| +10% | +$153K | 0.26% | 83 |
|
|
2017
Q4 | $1.81M | Buy |
+29,792
| New | +$1.81M | 0.29% | 73 |
|