Argent 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 | $2.32M | Buy |
28,949
+316
| +1% | +$25.3K | 0.72% | 38 |
|
|
2025
Q1 | $2.06M | Sell |
28,633
-272
| -0.9% | -$19.5K | 0.69% | 41 |
|
|
2024
Q4 | $2.03M | Sell |
28,905
-285
| -1% | -$20K | 0.75% | 34 |
|
|
2024
Q3 | $1.65M | Buy |
29,190
+450
| +2% | +$25.4K | 0.61% | 45 |
|
|
2024
Q2 | $1.71M | Buy |
28,740
+1,101
| +4% | +$65.4K | 0.68% | 35 |
|
|
2024
Q1 | $1.6M | Buy |
27,639
+1,225
| +5% | +$71K | 0.63% | 44 |
|
|
2023
Q4 | $1.3M | Buy |
26,414
+169
| +0.6% | +$8.32K | 0.57% | 48 |
|
|
2023
Q3 | $1.07M | Buy |
26,245
+1,664
| +7% | +$68K | 0.49% | 52 |
|
|
2023
Q2 | $1.05M | Buy |
24,581
+494
| +2% | +$21.1K | 0.48% | 54 |
|
|
2023
Q1 | $900K | Buy |
24,087
+2,157
| +10% | +$80.6K | 0.43% | 63 |
|
|
2022
Q4 | $905K | Buy |
21,930
+256
| +1% | +$10.6K | 0.47% | 61 |
|
|
2022
Q3 | $872K | Buy |
21,674
+571
| +3% | +$23K | 0.51% | 54 |
|
|
2022
Q2 | $827K | Buy |
21,103
+1,799
| +9% | +$70.5K | 0.47% | 61 |
|
|
2022
Q1 | $935K | Buy |
19,304
+23
| +0.1% | +$1.11K | 0.5% | 61 |
|
|
2021
Q4 | $925K | Buy |
19,281
+481
| +3% | +$23.1K | 0.5% | 58 |
|
|
2021
Q3 | $873K | Buy |
18,800
+9,820
| +109% | +$456K | 0.5% | 63 |
|
|
2021
Q2 | $407K | Buy |
8,980
+511
| +6% | +$23.2K | 0.25% | 92 |
|
|
2021
Q1 | $331K | Buy |
8,469
+728
| +9% | +$28.5K | 0.21% | 101 |
|
|
2020
Q4 | $234K | Sell |
7,741
-2,490
| -24% | -$75.3K | 0.14% | 137 |
|
|
2020
Q3 | $241K | Sell |
10,231
-17,422
| -63% | -$410K | 0.17% | 120 |
|
|
2020
Q2 | $707K | Buy |
27,653
+1,820
| +7% | +$46.5K | 0.54% | 57 |
|
|
2020
Q1 | $741K | Buy |
25,833
+25,597
| +10,846% | +$734K | 0.74% | 35 |
|
|
2019
Q4 | $12K | Buy |
+236
| New | +$12K | 0.01% | 309 |
|