Apriem Advisors’s Wells Fargo WFC Stock Holding History

Apriem Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$244K	Sell	3,040 -37	-1%	-$2.96K	0.03%	164
2025 Q1	$221K	Buy	3,077 +181	+6%	+$13K	0.03%	169
2024 Q4	$203K	Buy	+2,896	New	+$203K	0.02%	180
2024 Q1	–	Sell	-4,280	Closed	-$211K	–	176
2023 Q4	$211K	Buy	+4,280	New	+$211K	0.03%	144
2022 Q2	–	Sell	-4,500	Closed	-$218K	–	157
2022 Q1	$218K	Buy	+4,500	New	+$218K	0.03%	133
2020 Q1	–	Sell	-4,850	Closed	-$261K	–	140
2019 Q4	$261K	Hold	4,850	–	–	0.05%	112
2019 Q3	$245K	Sell	4,850 -732	-13%	-$37K	0.05%	111
2019 Q2	$264K	Buy	5,582 +132	+2%	+$6.24K	0.08%	111
2019 Q1	$263K	Sell	5,450 -100	-2%	-$4.83K	0.07%	107
2018 Q4	$256K	Hold	5,550	–	–	0.09%	103
2018 Q3	$292K	Sell	5,550 -300	-5%	-$15.8K	0.06%	109
2018 Q2	$324K	Sell	5,850 -2,008	-26%	-$111K	0.07%	96
2018 Q1	$412K	Sell	7,858 -1,417	-15%	-$74.3K	0.1%	80
2017 Q4	$563K	Sell	9,275 -64,725	-87%	-$3.93M	0.14%	63
2017 Q3	$4.08M	Sell	74,000 -9,844	-12%	-$543K	1.01%	28
2017 Q2	$4.65M	Buy	83,844 +2,525	+3%	+$140K	1.23%	24
2017 Q1	$4.53M	Sell	81,319 -840	-1%	-$46.8K	1.23%	26
2016 Q4	$4.53M	Sell	82,159 -1,925	-2%	-$106K	1.34%	20
2016 Q3	$3.72M	Sell	84,084 -6,074	-7%	-$269K	1.11%	28
2016 Q2	$4.27M	Buy	90,158 +1,056	+1%	+$50K	1.39%	24
2016 Q1	$4.31M	Sell	89,102 -160	-0.2%	-$7.74K	1.7%	19
2015 Q4	$4.85M	Buy	89,262 +777	+0.9%	+$42.2K	1.73%	15
2015 Q3	$4.54M	Buy	88,485 +2,567	+3%	+$132K	1.68%	17
2015 Q2	$4.83M	Sell	85,918 -1,489	-2%	-$83.7K	1.66%	20
2015 Q1	$4.76M	Sell	87,407 -3,221	-4%	-$175K	1.65%	20
2014 Q4	$4.97M	Buy	90,628 +654	+0.7%	+$35.9K	1.83%	20
2014 Q3	$4.67M	Buy	89,974 +89,424	+16,259%	+$4.64M	1.78%	15
2014 Q2	$29K	Sell	550 -77,764	-99%	-$4.1M	0.01%	245
2014 Q1	$3.9M	Sell	78,314 -807	-1%	-$40.1K	1.47%	21
2013 Q4	$3.59M	Buy	79,121 +5,729	+8%	+$260K	1.41%	28
2013 Q3	$3.03M	Sell	73,392 -870	-1%	-$36K	1.32%	31
2013 Q2	$3.07M	Buy	+74,262	New	+$3.07M	1.5%	23