Arax Advisory Partners’s Wells Fargo WFC Stock Holding History

Arax Advisory Partners’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$641K	Buy	6,299 +1,841	+41%	+$187K	0.03%	329
2025 Q1	$320K	Sell	4,458 -951	-18%	-$68.3K	0.02%	409
2024 Q4	$380K	Buy	5,409 +1,569	+41%	+$110K	0.02%	352
2024 Q3	$217K	Buy	3,840 +341	+10%	+$19.3K	0.02%	333
2024 Q2	$208K	Buy	3,499 +916	+35%	+$54.4K	0.02%	323
2024 Q1	$150K	Buy	2,583 +4	+0.2%	+$232	0.02%	331
2023 Q4	$127K	Sell	2,579 -491	-16%	-$24.2K	0.01%	340
2023 Q3	$125K	Buy	3,070 +9	+0.3%	+$368	0.02%	315
2023 Q2	$131K	Buy	3,061 +8	+0.3%	+$341	0.02%	303
2023 Q1	$114K	Buy	3,053 +7	+0.2%	+$262	0.02%	325
2022 Q4	$126K	Sell	3,046 -2,256	-43%	-$93.2K	0.02%	299
2022 Q3	$213K	Sell	5,302 -345	-6%	-$13.9K	0.03%	202
2022 Q2	$221K	Buy	5,647 +6	+0.1%	+$235	0.03%	208
2022 Q1	$273K	Buy	5,641 +2,420	+75%	+$117K	0.04%	201
2021 Q4	$155K	Buy	3,221 +76	+2%	+$3.66K	0.02%	271
2021 Q3	$146K	Sell	3,145 -5,764	-65%	-$268K	0.02%	268
2021 Q2	$403K	Buy	+8,909	New	+$403K	0.05%	123
2020 Q4	$276K	Sell	9,135 -91	-1%	-$2.75K	0.04%	156
2020 Q3	$217K	Buy	9,226 +84	+0.9%	+$1.98K	0.04%	178
2020 Q2	$234K	Buy	9,142 +59	+0.6%	+$1.51K	0.04%	156
2020 Q1	$261K	Sell	9,083 -5,072	-36%	-$146K	0.06%	110
2019 Q4	$762K	Sell	14,155 -1,774	-11%	-$95.5K	0.22%	53
2019 Q3	$803K	Buy	15,929 +784	+5%	+$39.5K	0.24%	47
2019 Q2	$717K	Buy	+15,145	New	+$717K	0.24%	51
2018 Q4	$688K	Buy	14,931 +348	+2%	+$16K	0.27%	45
2018 Q3	$766K	Sell	14,583 -40,769	-74%	-$2.14M	0.31%	39
2018 Q2	$3.07M	Buy	55,352 +527	+1%	+$29.2K	1.35%	14
2018 Q1	$2.87M	Sell	54,825 -823	-1%	-$43.1K	1.49%	13
2017 Q4	$3.38M	Buy	55,648 +167	+0.3%	+$10.1K	1.46%	13
2017 Q3	$3.06M	Buy	55,481 +11,455	+26%	+$632K	1.47%	15
2017 Q2	$2.44M	Buy	44,026 +395	+0.9%	+$21.9K	1.17%	15
2017 Q1	$2.43M	Buy	43,631 +215	+0.5%	+$12K	1.17%	14
2016 Q4	$2.39M	Buy	+43,416	New	+$2.39M	1.2%	16