Apella Capital’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 | $2.78M | Buy |
33,736
+2,725
| +9% | +$224K | 0.08% | 145 |
|
|
2025
Q1 | $2.06M | Buy |
31,011
+3,474
| +13% | +$230K | 0.07% | 136 |
|
|
2024
Q4 | $1.93M | Sell |
27,537
-23
| -0.1% | -$1.62K | 0.07% | 121 |
|
|
2024
Q3 | $1.52M | Buy |
27,560
+2,805
| +11% | +$155K | 0.06% | 123 |
|
|
2024
Q2 | $1.48M | Buy |
24,755
+4,147
| +20% | +$248K | 0.07% | 123 |
|
|
2024
Q1 | $1.19M | Buy |
20,608
+160
| +0.8% | +$9.21K | 0.06% | 132 |
|
|
2023
Q4 | $1.01M | Buy |
20,448
+4,484
| +28% | +$221K | 0.06% | 135 |
|
|
2023
Q3 | $652K | Buy |
15,964
+195
| +1% | +$7.97K | 0.05% | 147 |
|
|
2023
Q2 | $673K | Buy |
+15,769
| New | +$673K | 0.05% | 148 |
|
|
2022
Q4 | $662K | Sell |
16,037
-1,726
| -10% | -$71.3K | 0.06% | 137 |
|
|
2022
Q3 | $714K | Sell |
17,763
-18,562
| -51% | -$746K | 0.08% | 108 |
|
|
2022
Q2 | $1.42M | Buy |
36,325
+15,645
| +76% | +$613K | 0.17% | 80 |
|
|
2022
Q1 | $1M | Buy |
+20,680
| New | +$1M | 0.14% | 92 |
|