Annex 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 | $481K | Hold |
6,008
| – | – | 0.01% | 222 |
|
|
2025
Q1 | $431K | Buy |
6,008
+1,007
| +20% | +$72.3K | 0.01% | 228 |
|
|
2024
Q4 | $351K | Buy |
5,001
+455
| +10% | +$32K | 0.01% | 239 |
|
|
2024
Q3 | $257K | Hold |
4,546
| – | – | 0.01% | 245 |
|
|
2024
Q2 | $270K | Sell |
4,546
-596
| -12% | -$35.4K | 0.01% | 233 |
|
|
2024
Q1 | $298K | Buy |
+5,142
| New | +$298K | 0.01% | 229 |
|
|
2022
Q2 | – | Sell |
-4,816
| Closed | -$233K | – | 274 |
|
|
2022
Q1 | $233K | Sell |
4,816
-10,308
| -68% | -$499K | 0.02% | 223 |
|
|
2021
Q4 | $726K | Buy |
+15,124
| New | +$726K | 0.05% | 136 |
|
|
2019
Q1 | – | Sell |
-4,466
| Closed | -$206K | – | 140 |
|
|
2018
Q4 | $206K | Sell |
4,466
-31
| -0.7% | -$1.43K | 0.03% | 114 |
|
|
2018
Q3 | $236K | Buy |
4,497
+219
| +5% | +$11.5K | 0.04% | 113 |
|
|
2018
Q2 | $237K | Sell |
4,278
-890
| -17% | -$49.3K | 0.04% | 112 |
|
|
2018
Q1 | $271K | Sell |
5,168
-364
| -7% | -$19.1K | 0.05% | 108 |
|
|
2017
Q4 | $336K | Sell |
5,532
-1,114
| -17% | -$67.7K | 0.06% | 89 |
|
|
2017
Q3 | $367K | Buy |
6,646
+769
| +13% | +$42.5K | 0.08% | 86 |
|
|
2017
Q2 | $326K | Sell |
5,877
-125
| -2% | -$6.93K | 0.07% | 96 |
|
|
2017
Q1 | $334K | Buy |
6,002
+325
| +6% | +$18.1K | 0.08% | 90 |
|
|
2016
Q4 | $313K | Sell |
5,677
-498
| -8% | -$27.5K | 0.08% | 89 |
|
|
2016
Q3 | $273K | Sell |
6,175
-247
| -4% | -$10.9K | 0.07% | 93 |
|
|
2016
Q2 | $304K | Buy |
6,422
+25
| +0.4% | +$1.18K | 0.08% | 89 |
|
|
2016
Q1 | $309K | Buy |
6,397
+1,213
| +23% | +$58.6K | 0.09% | 85 |
|
|
2015
Q4 | $282K | Hold |
5,184
| – | – | 0.08% | 94 |
|
|
2015
Q3 | $266K | Buy |
5,184
+140
| +3% | +$7.18K | 0.09% | 96 |
|
|
2015
Q2 | $284K | Sell |
5,044
-1,867
| -27% | -$105K | 0.09% | 95 |
|
|
2015
Q1 | $376K | Buy |
6,911
+1,145
| +20% | +$62.3K | 0.12% | 55 |
|
|
2014
Q4 | $316K | Sell |
5,766
-29
| -0.5% | -$1.59K | 0.1% | 65 |
|
|
2014
Q3 | $301K | Sell |
5,795
-1,386
| -19% | -$72K | 0.1% | 60 |
|
|
2014
Q2 | $377K | Buy |
7,181
+788
| +12% | +$41.4K | 0.13% | 50 |
|
|
2014
Q1 | $318K | Sell |
6,393
-2,458
| -28% | -$122K | 0.12% | 56 |
|
|
2013
Q4 | $402K | Sell |
8,851
-275
| -3% | -$12.5K | 0.15% | 53 |
|
|
2013
Q3 | $377K | Sell |
9,126
-60
| -0.7% | -$2.48K | 0.18% | 60 |
|
|
2013
Q2 | $379K | Buy |
+9,186
| New | +$379K | 0.21% | 60 |
|