Auxano 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 | $637K | Sell |
7,952
-115
| -1% | -$9.21K | 0.15% | 86 |
|
|
2025
Q1 | $579K | Buy |
8,067
+117
| +1% | +$8.4K | 0.15% | 89 |
|
|
2024
Q4 | $558K | Buy |
7,950
+334
| +4% | +$23.5K | 0.14% | 91 |
|
|
2024
Q3 | $430K | Sell |
7,616
-167
| -2% | -$9.43K | 0.11% | 103 |
|
|
2024
Q2 | $462K | Buy |
7,783
+127
| +2% | +$7.54K | 0.13% | 101 |
|
|
2024
Q1 | $444K | Buy |
7,656
+2,672
| +54% | +$155K | 0.13% | 101 |
|
|
2023
Q4 | $245K | Sell |
4,984
-1,697
| -25% | -$83.5K | 0.08% | 115 |
|
|
2023
Q3 | $273K | Buy |
6,681
+27
| +0.4% | +$1.1K | 0.11% | 85 |
|
|
2023
Q2 | $249K | Hold |
6,654
| – | – | 0.1% | 89 |
|
|
2023
Q1 | $249K | Buy |
6,654
+4
| +0.1% | +$150 | 0.1% | 89 |
|
|
2022
Q4 | $275K | Buy |
6,650
+4
| +0.1% | +$165 | 0.12% | 80 |
|
|
2022
Q3 | $267K | Buy |
6,646
+278
| +4% | +$11.2K | 0.12% | 81 |
|
|
2022
Q2 | $249K | Sell |
6,368
-397
| -6% | -$15.5K | 0.12% | 68 |
|
|
2022
Q1 | $328K | Buy |
6,765
+2,605
| +63% | +$126K | 0.14% | 59 |
|
|
2021
Q4 | $200K | Buy |
+4,160
| New | +$200K | 0.09% | 75 |
|
|
2021
Q2 | – | Sell |
-6,970
| Closed | -$272K | – | 70 |
|
|
2021
Q1 | $272K | Buy |
+6,970
| New | +$272K | 0.17% | 48 |
|