Apriem Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $244K | Sell |
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|
2025
Q1 | $221K | Buy |
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|
2024
Q4 | $203K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $211K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $218K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $261K | Hold |
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|
2019
Q3 | $245K | Sell |
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|
2019
Q2 | $264K | Buy |
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|
2019
Q1 | $263K | Sell |
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|
2018
Q4 | $256K | Hold |
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|
2018
Q3 | $292K | Sell |
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|
2018
Q2 | $324K | Sell |
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|
2018
Q1 | $412K | Sell |
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|
2017
Q4 | $563K | Sell |
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|
2017
Q3 | $4.08M | Sell |
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|
2017
Q2 | $4.65M | Buy |
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|
2017
Q1 | $4.53M | Sell |
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|
2016
Q4 | $4.53M | Sell |
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|
2016
Q3 | $3.72M | Sell |
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|
2016
Q2 | $4.27M | Buy |
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|
2016
Q1 | $4.31M | Sell |
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|
2015
Q4 | $4.85M | Buy |
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|
2015
Q3 | $4.54M | Buy |
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|
2015
Q2 | $4.83M | Sell |
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|
2015
Q1 | $4.75M | Sell |
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|
2014
Q4 | $4.97M | Buy |
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|
2014
Q3 | $4.67M | Buy |
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|
2014
Q2 | $29K | Sell |
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|
2014
Q1 | $3.9M | Sell |
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|
2013
Q4 | $3.59M | Buy |
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|
2013
Q3 | $3.03M | Sell |
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|
2013
Q2 | $3.06M | Buy |
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