Avalon Trust’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 | $61.7K | Hold |
770
| – | – | ﹤0.01% | 236 |
|
|
2025
Q1 | $55.3K | Buy |
+770
| New | +$55.3K | ﹤0.01% | 244 |
|
|
2024
Q3 | – | Sell |
-1,200
| Closed | -$71.3K | – | 328 |
|
|
2024
Q2 | $71.3K | Sell |
1,200
-68
| -5% | -$4.04K | 0.01% | 183 |
|
|
2024
Q1 | $73.5K | Hold |
1,268
| – | – | 0.01% | 190 |
|
|
2023
Q4 | $62.4K | Hold |
1,268
| – | – | 0.01% | 193 |
|
|
2023
Q3 | $51.8K | Buy |
1,268
+68
| +6% | +$2.78K | 0.01% | 189 |
|
|
2023
Q2 | $51.2K | Sell |
1,200
-883
| -42% | -$37.7K | ﹤0.01% | 202 |
|
|
2023
Q1 | $77.9K | Buy |
+2,083
| New | +$77.9K | 0.01% | 169 |
|