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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2M | Sell |
25,155
-10,842
| -30% | -$931K | 0.02% | 475 |
|
|
2025
Q4 | $3.35M | Buy |
35,997
+2,217
| +7% | +$192K | 0.03% | 378 |
|
|
2025
Q3 | $2.83M | Buy |
33,780
+1,021
| +3% | +$82.8K | 0.03% | 384 |
|
|
2025
Q2 | $2.62M | Buy |
32,759
+1,193
| +4% | +$86K | 0.03% | 377 |
|
|
2025
Q1 | $2.27M | Buy |
31,566
+2,881
| +10% | +$216K | 0.03% | 374 |
|
|
2024
Q4 | $2.01M | Buy |
28,685
+813
| +3% | +$55.5K | 0.02% | 394 |
|
|
2024
Q3 | $1.57M | Buy |
27,872
+4,048
| +17% | +$229K | 0.02% | 344 |
|
|
2024
Q2 | $1.41M | Buy |
23,824
+2,291
| +11% | +$135K | 0.03% | 333 |
|
|
2024
Q1 | $1.25M | Buy |
21,533
+5,043
| +31% | +$264K | 0.03% | 361 |
|
|
2023
Q4 | $812K | Buy |
16,490
+435
| +3% | +$18.8K | 0.02% | 314 |
|
|
2023
Q3 | $656K | Buy |
16,055
+11,223
| +232% | +$485K | 0.02% | 341 |
|
|
2023
Q2 | $206K | Buy |
+4,832
| New | +$194K | 0.01% | 478 |
|
|
2023
Q1 | – | Sell |
-102,336
| Closed | -$4.23M | – | 911 |
|
|
2022
Q4 | $4.23M | Buy |
102,336
+95,809
| +1,468% | +$4.24M | 0.14% | 133 |
|
|
2022
Q3 | $263K | Buy |
6,527
+940
| +17% | +$40.4K | 0.01% | 403 |
|
|
2022
Q2 | $219K | Sell |
5,587
-1,546
| -22% | -$67.8K | 0.01% | 362 |
|
|
2022
Q1 | $345K | Buy |
7,133
+972
| +16% | +$52K | 0.01% | 343 |
|
|
2021
Q4 | $296K | Buy |
6,161
+91
| +1% | +$4.48K | 0.01% | 316 |
|
|
2021
Q3 | $281K | Sell |
6,070
-310
| -5% | -$14.3K | 0.01% | 318 |
|
|
2021
Q2 | $289K | Buy |
6,380
+72
| +1% | +$3.21K | 0.01% | 317 |
|
|
2021
Q1 | $246K | Sell |
6,308
-1,354
| -18% | -$47.9K | 0.01% | 311 |
|
|
2020
Q4 | $231K | Buy |
+7,662
| New | +$198K | 0.01% | 295 |
|
|
2020
Q3 | – | Sell |
-31,359
| Closed | -$802K | – | 502 |
|
|
2020
Q2 | $802K | Buy |
31,359
+21,296
| +212% | +$583K | 0.07% | 148 |
|
|
2020
Q1 | $288K | Sell |
10,063
-49,045
| -83% | -$2.08M | 0.03% | 232 |
|
|
2019
Q4 | $3.18M | Buy |
59,108
+50,257
| +568% | +$2.63M | 0.32% | 83 |
|
|
2019
Q3 | $446K | Sell |
8,851
-1,982
| -18% | -$93.4K | 0.05% | 276 |
|
|
2019
Q2 | $512K | Sell |
10,833
-653
| -6% | -$30.5K | 0.07% | 222 |
|
|
2019
Q1 | $555K | Buy |
+11,486
| New | +$565K | 0.1% | 149 |
|
Other funds holding WFC
VCM
VPM
