Aptus Capital 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 | $2.62M | Buy |
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|
2025
Q1 | $2.27M | Buy |
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|
2024
Q4 | $2.01M | Buy |
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|
2024
Q3 | $1.57M | Buy |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $812K | Buy |
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|
2023
Q3 | $656K | Buy |
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|
2023
Q2 | $206K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $4.23M | Buy |
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|
2022
Q3 | $263K | Buy |
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|
2022
Q2 | $219K | Sell |
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|
2022
Q1 | $345K | Buy |
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|
2021
Q4 | $296K | Buy |
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|
2021
Q3 | $281K | Sell |
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|
2021
Q2 | $289K | Buy |
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|
2021
Q1 | $246K | Sell |
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|
2020
Q4 | $231K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $802K | Buy |
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|
2020
Q1 | $288K | Sell |
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|
2019
Q4 | $3.18M | Buy |
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|
2019
Q3 | $446K | Sell |
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|
2019
Q2 | $512K | Sell |
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|
2019
Q1 | $555K | Buy |
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