Apollon Wealth Management’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 | $6.3M | Sell |
78,652
-1,785
| -2% | -$143K | 0.12% | 149 |
|
|
2025
Q1 | $5.77M | Buy |
80,437
+2,069
| +3% | +$149K | 0.13% | 152 |
|
|
2024
Q4 | $5.5M | Buy |
78,368
+4,865
| +7% | +$342K | 0.13% | 141 |
|
|
2024
Q3 | $4.15M | Sell |
73,503
-2,642
| -3% | -$149K | 0.12% | 149 |
|
|
2024
Q2 | $4.52M | Buy |
76,145
+4,655
| +7% | +$276K | 0.14% | 134 |
|
|
2024
Q1 | $4.14M | Buy |
71,490
+1,588
| +2% | +$92K | 0.13% | 140 |
|
|
2023
Q4 | $3.44M | Buy |
69,902
+21,113
| +43% | +$1.04M | 0.12% | 161 |
|
|
2023
Q3 | $1.99M | Sell |
48,789
-5,436
| -10% | -$222K | 0.1% | 192 |
|
|
2023
Q2 | $2.31M | Buy |
54,225
+8,420
| +18% | +$359K | 0.11% | 190 |
|
|
2023
Q1 | $1.71M | Buy |
45,805
+4,024
| +10% | +$150K | 0.11% | 204 |
|
|
2022
Q4 | $1.73M | Sell |
41,781
-1,124
| -3% | -$46.4K | 0.12% | 177 |
|
|
2022
Q3 | $1.73M | Buy |
42,905
+2,109
| +5% | +$84.8K | 0.14% | 155 |
|
|
2022
Q2 | $1.6M | Sell |
40,796
-8,765
| -18% | -$343K | 0.13% | 169 |
|
|
2022
Q1 | $2.4M | Sell |
49,561
-6,502
| -12% | -$315K | 0.17% | 130 |
|
|
2021
Q4 | $2.69M | Buy |
56,063
+40,498
| +260% | +$1.94M | 0.2% | 118 |
|
|
2021
Q3 | $722K | Buy |
15,565
+568
| +4% | +$26.3K | 0.1% | 194 |
|
|
2021
Q2 | $679K | Sell |
14,997
-286
| -2% | -$12.9K | 0.12% | 171 |
|
|
2021
Q1 | $597K | Sell |
15,283
-19,150
| -56% | -$748K | 0.12% | 177 |
|
|
2020
Q4 | $1.04M | Buy |
34,433
+25,041
| +267% | +$756K | 0.28% | 76 |
|
|
2020
Q3 | $221K | Buy |
9,392
+730
| +8% | +$17.2K | 0.1% | 142 |
|
|
2020
Q2 | $222K | Buy |
+8,662
| New | +$222K | 0.12% | 93 |
|