Ameritas Advisory Services’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 | $677K | Sell |
8,453
-10,460
| -55% | -$838K | 0.04% | 432 |
|
|
2025
Q1 | $1.35M | Buy |
18,913
+442
| +2% | +$31.5K | 0.05% | 318 |
|
|
2024
Q4 | $1.3M | Sell |
18,471
-496
| -3% | -$34.8K | 0.04% | 349 |
|
|
2024
Q3 | $1.07M | Buy |
18,967
+3,327
| +21% | +$188K | 0.05% | 365 |
|
|
2024
Q2 | $929K | Buy |
15,640
+862
| +6% | +$51.2K | 0.04% | 429 |
|
|
2024
Q1 | $871K | Buy |
14,778
+3,614
| +32% | +$213K | 0.04% | 408 |
|
|
2023
Q4 | $548K | Sell |
11,164
-10,857
| -49% | -$533K | 0.03% | 409 |
|
|
2023
Q3 | $906K | Buy |
22,021
+12,257
| +126% | +$504K | 0.05% | 358 |
|
|
2023
Q2 | $418K | Sell |
9,764
-8,584
| -47% | -$367K | 0.05% | 331 |
|
|
2023
Q1 | $719K | Sell |
18,348
-1,002
| -5% | -$39.3K | 0.04% | 390 |
|
|
2022
Q4 | $799K | Sell |
19,350
-986
| -5% | -$40.7K | 0.04% | 406 |
|
|
2022
Q3 | $818K | Buy |
20,336
+351
| +2% | +$14.1K | 0.05% | 324 |
|
|
2022
Q2 | $783K | Sell |
19,985
-1,435
| -7% | -$56.2K | 0.05% | 339 |
|
|
2022
Q1 | $1.04M | Buy |
21,420
+2,486
| +13% | +$120K | 0.04% | 328 |
|
|
2021
Q4 | $908K | Buy |
+18,934
| New | +$908K | 0.03% | 355 |
|