Aptus Capital Advisors’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 | $2.62M | Buy |
32,759
+1,193
| +4% | +$95.6K | 0.02% | 367 |
|
|
2025
Q1 | $2.27M | Buy |
31,566
+2,881
| +10% | +$207K | 0.02% | 369 |
|
|
2024
Q4 | $2.01M | Buy |
28,685
+813
| +3% | +$57.1K | 0.02% | 386 |
|
|
2024
Q3 | $1.57M | Buy |
27,872
+4,048
| +17% | +$229K | 0.02% | 343 |
|
|
2024
Q2 | $1.41M | Buy |
23,824
+2,291
| +11% | +$136K | 0.02% | 330 |
|
|
2024
Q1 | $1.25M | Buy |
21,533
+5,043
| +31% | +$292K | 0.02% | 353 |
|
|
2023
Q4 | $812K | Buy |
16,490
+435
| +3% | +$21.4K | 0.02% | 312 |
|
|
2023
Q3 | $656K | Buy |
16,055
+11,223
| +232% | +$459K | 0.02% | 338 |
|
|
2023
Q2 | $206K | Buy |
+4,832
| New | +$206K | ﹤0.01% | 467 |
|
|
2023
Q1 | – | Sell |
-102,336
| Closed | -$4.23M | – | 909 |
|
|
2022
Q4 | $4.23M | Buy |
102,336
+95,809
| +1,468% | +$3.96M | 0.13% | 131 |
|
|
2022
Q3 | $263K | Buy |
6,527
+940
| +17% | +$37.9K | 0.01% | 399 |
|
|
2022
Q2 | $219K | Sell |
5,587
-1,546
| -22% | -$60.6K | 0.01% | 355 |
|
|
2022
Q1 | $345K | Buy |
7,133
+972
| +16% | +$47K | 0.01% | 334 |
|
|
2021
Q4 | $296K | Buy |
6,161
+91
| +1% | +$4.37K | 0.01% | 307 |
|
|
2021
Q3 | $281K | Sell |
6,070
-310
| -5% | -$14.4K | 0.01% | 299 |
|
|
2021
Q2 | $289K | Buy |
6,380
+72
| +1% | +$3.26K | 0.01% | 298 |
|
|
2021
Q1 | $246K | Sell |
6,308
-1,354
| -18% | -$52.8K | 0.01% | 291 |
|
|
2020
Q4 | $231K | Buy |
+7,662
| New | +$231K | 0.01% | 276 |
|
|
2020
Q3 | – | Sell |
-31,359
| Closed | -$802K | – | 471 |
|
|
2020
Q2 | $802K | Buy |
31,359
+21,296
| +212% | +$545K | 0.05% | 132 |
|
|
2020
Q1 | $288K | Sell |
10,063
-49,045
| -83% | -$1.4M | 0.02% | 218 |
|
|
2019
Q4 | $3.18M | Buy |
59,108
+50,257
| +568% | +$2.7M | 0.23% | 55 |
|
|
2019
Q3 | $446K | Sell |
8,851
-1,982
| -18% | -$99.9K | 0.02% | 232 |
|
|
2019
Q2 | $512K | Sell |
10,833
-653
| -6% | -$30.9K | 0.07% | 212 |
|
|
2019
Q1 | $555K | Buy |
+11,486
| New | +$555K | 0.09% | 148 |
|