Arkadios Wealth 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 | $2.12M | Buy |
26,399
+1,676
| +7% | +$134K | 0.06% | 330 |
|
|
2025
Q1 | $1.77M | Buy |
24,723
+2,612
| +12% | +$188K | 0.07% | 316 |
|
|
2024
Q4 | $1.55M | Buy |
22,111
+2,310
| +12% | +$162K | 0.08% | 232 |
|
|
2024
Q3 | $1.12M | Buy |
19,801
+3,228
| +19% | +$182K | 0.06% | 291 |
|
|
2024
Q2 | $984K | Buy |
16,573
+1,788
| +12% | +$106K | 0.07% | 285 |
|
|
2024
Q1 | $857K | Buy |
14,785
+449
| +3% | +$26K | 0.07% | 268 |
|
|
2023
Q4 | $706K | Sell |
14,336
-1,010
| -7% | -$49.7K | 0.06% | 290 |
|
|
2023
Q3 | $627K | Sell |
15,346
-1,880
| -11% | -$76.8K | 0.06% | 286 |
|
|
2023
Q2 | $735K | Buy |
17,226
+223
| +1% | +$9.52K | 0.09% | 230 |
|
|
2023
Q1 | $636K | Buy |
17,003
+460
| +3% | +$17.2K | 0.08% | 257 |
|
|
2022
Q4 | $683K | Buy |
16,543
+729
| +5% | +$30.1K | 0.09% | 233 |
|
|
2022
Q3 | $636K | Buy |
15,814
+13
| +0.1% | +$523 | 0.1% | 228 |
|
|
2022
Q2 | $619K | Sell |
15,801
-42
| -0.3% | -$1.65K | 0.09% | 244 |
|
|
2022
Q1 | $768K | Sell |
15,843
-6,413
| -29% | -$311K | 0.1% | 229 |
|
|
2021
Q4 | $1.07M | Sell |
22,256
-1,227
| -5% | -$58.9K | 0.14% | 167 |
|
|
2021
Q3 | $1.09M | Sell |
23,483
-12,445
| -35% | -$577K | 0.16% | 152 |
|
|
2021
Q2 | $1.63M | Buy |
35,928
+17,505
| +95% | +$793K | 0.2% | 129 |
|
|
2021
Q1 | $719K | Buy |
18,423
+14,667
| +390% | +$572K | 0.12% | 197 |
|
|
2020
Q4 | $113K | Buy |
3,756
+3,178
| +550% | +$95.6K | 0.02% | 417 |
|
|
2020
Q3 | $13.2K | Buy |
578
+41
| +8% | +$937 | 0.01% | 685 |
|
|
2020
Q2 | $13K | Sell |
537
-719
| -57% | -$17.5K | 0.01% | 627 |
|
|
2020
Q1 | $36K | Sell |
1,256
-791
| -39% | -$22.7K | 0.02% | 386 |
|
|
2019
Q4 | $98.5K | Buy |
+2,047
| New | +$98.5K | 0.06% | 229 |
|