AIA
Arbor Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-6,671
| Closed | -$377K | – | 124 |
|
|
2024
Q3 | $377K | Buy |
+6,671
| New | +$377K | 0.05% | 76 |
|
|
2024
Q2 | – | Sell |
-6,671
| Closed | -$387K | – | 115 |
|
|
2024
Q1 | $387K | Hold |
6,671
| – | – | 0.06% | 69 |
|
|
2023
Q4 | $328K | Sell |
6,671
-1,168
| -15% | -$57.5K | 0.05% | 72 |
|
|
2023
Q3 | $320K | Sell |
7,839
-81
| -1% | -$3.31K | 0.06% | 69 |
|
|
2023
Q2 | $338K | Sell |
7,920
-897
| -10% | -$38.3K | 0.06% | 70 |
|
|
2023
Q1 | $330K | Sell |
8,817
-4,449
| -34% | -$166K | 0.06% | 74 |
|
|
2022
Q4 | $548K | Buy |
+13,266
| New | +$548K | 0.11% | 54 |
|
|
2022
Q3 | – | Sell |
-8,837
| Closed | -$346K | – | 107 |
|
|
2022
Q2 | $346K | Buy |
8,837
+3
| +0% | +$117 | 0.07% | 67 |
|
|
2022
Q1 | $428K | Sell |
8,834
-18
| -0.2% | -$872 | 0.08% | 65 |
|
|
2021
Q4 | $425K | Buy |
8,852
+46
| +0.5% | +$2.21K | 0.08% | 62 |
|
|
2021
Q3 | $409K | Buy |
8,806
+100
| +1% | +$4.65K | 0.08% | 63 |
|
|
2021
Q2 | $394K | Sell |
8,706
-2,959
| -25% | -$134K | 0.08% | 66 |
|
|
2021
Q1 | $456K | Sell |
11,665
-129
| -1% | -$5.04K | 0.1% | 61 |
|
|
2020
Q4 | $356K | Sell |
11,794
-1,318
| -10% | -$39.8K | 0.08% | 65 |
|
|
2020
Q3 | $308K | Buy |
13,112
+265
| +2% | +$6.23K | 0.08% | 65 |
|
|
2020
Q2 | $329K | Sell |
12,847
-4,107
| -24% | -$105K | 0.09% | 62 |
|
|
2020
Q1 | $487K | Sell |
16,954
-8
| -0% | -$230 | 0.16% | 40 |
|
|
2019
Q4 | $913K | Sell |
16,962
-580
| -3% | -$31.2K | 0.26% | 32 |
|
|
2019
Q3 | $885K | Buy |
17,542
+2,775
| +19% | +$140K | 0.27% | 30 |
|
|
2019
Q2 | $699K | Sell |
14,767
-2,942
| -17% | -$139K | 0.22% | 30 |
|
|
2019
Q1 | $856K | Hold |
17,709
| – | – | 0.27% | 25 |
|
|
2018
Q4 | $816K | Sell |
17,709
-527
| -3% | -$24.3K | 0.3% | 25 |
|
|
2018
Q3 | $958K | Sell |
18,236
-2,196
| -11% | -$115K | 0.36% | 23 |
|
|
2018
Q2 | $1.13M | Buy |
20,432
+437
| +2% | +$24.2K | 0.45% | 19 |
|
|
2018
Q1 | $1.05M | Sell |
19,995
-50
| -0.2% | -$2.62K | 0.44% | 19 |
|
|
2017
Q4 | $1.22M | Buy |
20,045
+436
| +2% | +$26.4K | 0.53% | 17 |
|
|
2017
Q3 | $1.08M | Buy |
19,609
+3
| +0% | +$165 | 0.51% | 17 |
|
|
2017
Q2 | $1.09M | Sell |
19,606
-269
| -1% | -$14.9K | 0.54% | 18 |
|
|
2017
Q1 | $1.11M | Sell |
19,875
-1,015
| -5% | -$56.5K | 0.57% | 17 |
|
|
2016
Q4 | $1.15M | Sell |
20,890
-4,141
| -17% | -$228K | 0.62% | 16 |
|
|
2016
Q3 | $1.11M | Sell |
25,031
-2,319
| -8% | -$103K | 0.61% | 16 |
|
|
2016
Q2 | $1.29M | Sell |
27,350
-571
| -2% | -$27K | 0.74% | 16 |
|
|
2016
Q1 | $1.35M | Buy |
27,921
+5,847
| +26% | +$283K | 0.81% | 16 |
|
|
2015
Q4 | $1.2M | Buy |
22,074
+389
| +2% | +$21.1K | 0.72% | 15 |
|
|
2015
Q3 | $1.11M | Sell |
21,685
-87
| -0.4% | -$4.47K | 0.7% | 15 |
|
|
2015
Q2 | $1.22M | Sell |
21,772
-680
| -3% | -$38.2K | 0.69% | 15 |
|
|
2015
Q1 | $1.22M | Sell |
22,452
-143
| -0.6% | -$7.78K | 0.68% | 15 |
|
|
2014
Q4 | $1.24M | Sell |
22,595
-381
| -2% | -$20.9K | 0.7% | 15 |
|
|
2014
Q3 | $1.19M | Sell |
22,976
-616
| -3% | -$32K | 0.67% | 16 |
|
|
2014
Q2 | $1.24M | Sell |
23,592
-1,428
| -6% | -$75.1K | 0.66% | 18 |
|
|
2014
Q1 | $1.25M | Buy |
25,020
+305
| +1% | +$15.2K | 0.71% | 16 |
|
|
2013
Q4 | $1.12M | Buy |
24,715
+4
| +0% | +$182 | 0.68% | 18 |
|
|
2013
Q3 | $1.02M | Sell |
24,711
-4
| -0% | -$165 | 0.66% | 16 |
|
|
2013
Q2 | $1.02M | Buy |
+24,715
| New | +$1.02M | 0.72% | 16 |
|