Archford Capital Strategies’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 | $2.08M | Buy |
25,992
+7,361
| +40% | +$590K | 0.27% | 88 |
|
|
2025
Q1 | $1.34M | Buy |
+18,631
| New | +$1.34M | 0.2% | 123 |
|
|
2023
Q4 | – | Sell |
-23,480
| Closed | -$959K | – | 286 |
|
|
2023
Q3 | $959K | Sell |
23,480
-1,147
| -5% | -$46.9K | 0.19% | 120 |
|
|
2023
Q2 | $1.14M | Sell |
24,627
-4,696
| -16% | -$218K | 0.22% | 113 |
|
|
2023
Q1 | $1.08M | Buy |
29,323
+1,605
| +6% | +$59.2K | 0.23% | 106 |
|
|
2022
Q4 | $1.14M | Sell |
27,718
-250
| -0.9% | -$10.3K | 0.26% | 94 |
|
|
2022
Q3 | $1.13M | Buy |
27,968
+1,285
| +5% | +$51.7K | 0.29% | 87 |
|
|
2022
Q2 | $1.05M | Buy |
26,683
+5,843
| +28% | +$229K | 0.26% | 94 |
|
|
2022
Q1 | $1M | Buy |
20,840
+3,862
| +23% | +$186K | 0.22% | 106 |
|
|
2021
Q4 | $815K | Buy |
16,978
+76
| +0.4% | +$3.65K | 0.19% | 137 |
|
|
2021
Q3 | $784K | Buy |
16,902
+1,193
| +8% | +$55.3K | 0.18% | 139 |
|
|
2021
Q2 | $711K | Sell |
15,709
-3,997
| -20% | -$181K | 0.18% | 142 |
|
|
2021
Q1 | $832K | Sell |
19,706
-34,407
| -64% | -$1.45M | 0.22% | 124 |
|
|
2020
Q4 | $1.8M | Buy |
54,113
+1,017
| +2% | +$33.8K | 0.41% | 67 |
|
|
2020
Q3 | $1.25M | Buy |
53,096
+2,046
| +4% | +$48.1K | 0.33% | 89 |
|
|
2020
Q2 | $1.31M | Buy |
51,050
+1,491
| +3% | +$38.2K | 0.39% | 81 |
|
|
2020
Q1 | $1.42M | Buy |
49,559
+1,859
| +4% | +$53.3K | 0.56% | 52 |
|
|
2019
Q4 | $2.57M | Buy |
47,700
+3,974
| +9% | +$214K | 0.89% | 27 |
|
|
2019
Q3 | $2.21M | Sell |
43,726
-145
| -0.3% | -$7.32K | 0.82% | 33 |
|
|
2019
Q2 | $2.08M | Sell |
43,871
-5,785
| -12% | -$274K | 0.76% | 33 |
|
|
2019
Q1 | $2.4M | Sell |
49,656
-414
| -0.8% | -$20K | 0.88% | 25 |
|
|
2018
Q4 | $2.31M | Buy |
50,070
+1,841
| +4% | +$84.8K | 0.93% | 25 |
|
|
2018
Q3 | $2.54M | Buy |
48,229
+4,652
| +11% | +$245K | 0.92% | 20 |
|
|
2018
Q2 | $2.42M | Sell |
43,577
-1,764
| -4% | -$97.8K | 0.85% | 21 |
|
|
2018
Q1 | $2.75M | Buy |
45,341
+55
| +0.1% | +$3.34K | 1.15% | 22 |
|
|
2017
Q4 | $2.75M | Buy |
45,286
+16,572
| +58% | +$1.01M | 1.02% | 23 |
|
|
2017
Q3 | $1.58M | Sell |
28,714
-1,312
| -4% | -$72.4K | 0.59% | 49 |
|
|
2017
Q2 | $1.66M | Buy |
30,026
+89
| +0.3% | +$4.93K | 0.66% | 45 |
|
|
2017
Q1 | $1.66M | Buy |
29,937
+3,647
| +14% | +$202K | 0.63% | 44 |
|
|
2016
Q4 | $1.45M | Buy |
26,290
+996
| +4% | +$54.9K | 0.61% | 47 |
|
|
2016
Q3 | $1.12M | Buy |
25,294
+3,264
| +15% | +$144K | 0.46% | 72 |
|
|
2016
Q2 | $1.04M | Sell |
22,030
-17,499
| -44% | -$828K | 0.55% | 54 |
|
|
2016
Q1 | $1.91M | Buy |
39,529
+1,624
| +4% | +$78.5K | 0.92% | 30 |
|
|
2015
Q4 | $2.08M | Buy |
37,905
+21,083
| +125% | +$1.16M | 0.95% | 26 |
|
|
2015
Q3 | $864K | Buy |
16,822
+1,484
| +10% | +$76.2K | 0.65% | 48 |
|
|
2015
Q2 | $862K | Buy |
15,338
+813
| +6% | +$45.7K | 0.61% | 47 |
|
|
2015
Q1 | $790K | Buy |
14,525
+1,056
| +8% | +$57.4K | 0.54% | 57 |
|
|
2014
Q4 | $738K | Buy |
13,469
+18
| +0.1% | +$986 | 0.54% | 61 |
|
|
2014
Q3 | $698K | Sell |
13,451
-183
| -1% | -$9.5K | 0.55% | 62 |
|
|
2014
Q2 | $717K | Buy |
13,634
+671
| +5% | +$35.3K | 0.55% | 61 |
|
|
2014
Q1 | $645K | Buy |
+12,963
| New | +$645K | 0.54% | 62 |
|