AF
Apexium Financial’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $371K | Buy |
4,628
+668
| +17% | +$53.5K | 0.02% | 212 |
|
|
2025
Q1 | $284K | Sell |
3,960
-8,976
| -69% | -$644K | 0.02% | 228 |
|
|
2024
Q4 | $909K | Sell |
12,936
-36,724
| -74% | -$2.58M | 0.06% | 116 |
|
|
2024
Q3 | $2.81M | Buy |
49,660
+36,869
| +288% | +$2.08M | 0.19% | 51 |
|
|
2024
Q2 | $760K | Sell |
12,791
-36,427
| -74% | -$2.16M | 0.05% | 109 |
|
|
2024
Q1 | $2.85M | Sell |
49,218
-49,307
| -50% | -$2.86M | 0.22% | 47 |
|
|
2023
Q4 | $4.85M | Buy |
98,525
+2
| +0% | +$98 | 0.35% | 40 |
|
|
2023
Q3 | $4.03M | Buy |
98,523
+2,980
| +3% | +$122K | 0.4% | 36 |
|
|
2023
Q2 | $4.08M | Buy |
95,543
+1
| +0% | +$43 | 0.36% | 35 |
|
|
2023
Q1 | $3.57M | Buy |
95,542
+2
| +0% | +$75 | 0.35% | 38 |
|
|
2022
Q4 | $3.94M | Buy |
95,540
+1
| +0% | +$41 | 0.41% | 32 |
|
|
2022
Q3 | $3.84M | Buy |
+95,539
| New | +$3.84M | 0.48% | 29 |
|