Aprio 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 | $675K | Buy |
8,426
+2,698
| +47% | +$216K | 0.08% | 151 |
|
|
2025
Q1 | $411K | Buy |
5,728
+990
| +21% | +$71.1K | 0.05% | 206 |
|
|
2024
Q4 | $333K | Sell |
4,738
-1,639
| -26% | -$115K | 0.05% | 192 |
|
|
2024
Q3 | $360K | Sell |
6,377
-372
| -6% | -$21K | 0.06% | 167 |
|
|
2024
Q2 | $401K | Buy |
6,749
+1,039
| +18% | +$61.7K | 0.07% | 125 |
|
|
2024
Q1 | $331K | Buy |
5,710
+696
| +14% | +$40.3K | 0.06% | 137 |
|
|
2023
Q4 | $247K | Sell |
5,014
-480
| -9% | -$23.6K | 0.06% | 162 |
|
|
2023
Q3 | $225K | Sell |
5,494
-836
| -13% | -$34.2K | 0.06% | 146 |
|
|
2023
Q2 | $270K | Buy |
+6,330
| New | +$270K | 0.07% | 117 |
|
|
2022
Q3 | – | Sell |
-5,461
| Closed | -$214K | – | 126 |
|
|
2022
Q2 | $214K | Buy |
+5,461
| New | +$214K | 0.09% | 94 |
|
|
2020
Q1 | – | Sell |
-5,074
| Closed | -$273K | – | 78 |
|
|
2019
Q4 | $273K | Buy |
+5,074
| New | +$273K | 0.2% | 54 |
|