Ausdal Financial Partners’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 | $687K | Sell |
8,582
-3,445
| -29% | -$276K | 0.05% | 343 |
|
2025
Q1 | $863K | Buy |
12,027
+2,533
| +27% | +$182K | 0.07% | 270 |
|
2024
Q4 | $667K | Buy |
9,494
+2,785
| +42% | +$196K | 0.06% | 276 |
|
2024
Q3 | $379K | Buy |
6,709
+251
| +4% | +$14.2K | 0.04% | 361 |
|
2024
Q2 | $384K | Sell |
6,458
-367
| -5% | -$21.8K | 0.04% | 335 |
|
2024
Q1 | $396K | Sell |
6,825
-99
| -1% | -$5.74K | 0.05% | 313 |
|
2023
Q4 | $341K | Sell |
6,924
-76
| -1% | -$3.74K | 0.04% | 324 |
|
2023
Q3 | $286K | Buy |
7,000
+15
| +0.2% | +$613 | 0.04% | 348 |
|
2023
Q2 | $298K | Buy |
6,985
+17
| +0.2% | +$726 | 0.04% | 331 |
|
2023
Q1 | $260K | Sell |
6,968
-163
| -2% | -$6.09K | 0.04% | 363 |
|
2022
Q4 | $294K | Sell |
7,131
-722
| -9% | -$29.8K | 0.04% | 342 |
|
2022
Q3 | $316K | Sell |
7,853
-449
| -5% | -$18.1K | 0.05% | 321 |
|
2022
Q2 | $325K | Sell |
8,302
-29
| -0.3% | -$1.14K | 0.05% | 327 |
|
2022
Q1 | $404K | Sell |
8,331
-1,622
| -16% | -$78.7K | 0.05% | 320 |
|
2021
Q4 | $478K | Sell |
9,953
-785
| -7% | -$37.7K | 0.06% | 284 |
|
2021
Q3 | $498K | Sell |
10,738
-312
| -3% | -$14.5K | 0.07% | 269 |
|
2021
Q2 | $500K | Sell |
11,050
-5,627
| -34% | -$255K | 0.08% | 265 |
|
2021
Q1 | $652K | Sell |
16,677
-170
| -1% | -$6.65K | 0.11% | 210 |
|
2020
Q4 | $508K | Sell |
16,847
-3,715
| -18% | -$112K | 0.1% | 222 |
|
2020
Q3 | $483K | Buy |
20,562
+5,314
| +35% | +$125K | 0.12% | 191 |
|
2020
Q2 | $390K | Buy |
15,248
+2,212
| +17% | +$56.6K | 0.13% | 174 |
|
2020
Q1 | $361K | Buy |
13,036
+527
| +4% | +$14.6K | 0.13% | 175 |
|
2019
Q4 | $591K | Sell |
12,509
-865
| -6% | -$40.9K | 0.18% | 148 |
|
2019
Q3 | $675K | Buy |
13,374
+2,127
| +19% | +$107K | 0.24% | 113 |
|
2019
Q2 | $546K | Sell |
11,247
-2,892
| -20% | -$140K | 0.21% | 131 |
|
2019
Q1 | $683K | Buy |
14,139
+187
| +1% | +$9.03K | 0.28% | 93 |
|
2018
Q4 | $643K | Sell |
13,952
-4,960
| -26% | -$229K | 0.31% | 85 |
|
2018
Q3 | $994K | Buy |
18,912
+71
| +0.4% | +$3.73K | 0.28% | 105 |
|
2018
Q2 | $1.05M | Buy |
18,841
+5,054
| +37% | +$280K | 0.32% | 92 |
|
2018
Q1 | $723K | Sell |
13,787
-3,796
| -22% | -$199K | 0.25% | 116 |
|
2017
Q4 | $1.07M | Sell |
17,583
-1,201
| -6% | -$72.9K | 0.38% | 72 |
|
2017
Q3 | $1.04M | Buy |
18,784
+1,262
| +7% | +$69.6K | 0.41% | 64 |
|
2017
Q2 | $971K | Buy |
17,522
+4,273
| +32% | +$237K | 0.41% | 66 |
|
2017
Q1 | $737K | Sell |
13,249
-438
| -3% | -$24.4K | 0.33% | 78 |
|
2016
Q4 | $754K | Sell |
13,687
-330
| -2% | -$18.2K | 0.35% | 76 |
|
2016
Q3 | $621K | Buy |
14,017
+3,962
| +39% | +$176K | 0.31% | 91 |
|
2016
Q2 | $476K | Buy |
10,055
+1,037
| +11% | +$49.1K | 0.24% | 107 |
|
2016
Q1 | $436K | Buy |
9,018
+1,805
| +25% | +$87.3K | 0.25% | 110 |
|
2015
Q4 | $392K | Buy |
+7,213
| New | +$392K | 0.2% | 121 |
|