AAS
Avantax Advisory Services’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.3M | Sell |
190,450
-2,047
| -1% | -$164K | 0.08% | 186 |
|
|
2025
Q1 | $13.8M | Buy |
192,497
+14,089
| +8% | +$1.01M | 0.08% | 187 |
|
|
2024
Q4 | $12.5M | Buy |
178,408
+2,523
| +1% | +$177K | 0.08% | 187 |
|
|
2024
Q3 | $9.94M | Sell |
175,885
-1,672
| -0.9% | -$94.5K | 0.07% | 218 |
|
|
2024
Q2 | $10.5M | Buy |
177,557
+57,807
| +48% | +$3.43M | 0.08% | 194 |
|
|
2024
Q1 | $6.94M | Sell |
119,750
-4,515
| -4% | -$262K | 0.06% | 238 |
|
|
2023
Q4 | $6.12M | Buy |
124,265
+12,614
| +11% | +$621K | 0.06% | 240 |
|
|
2023
Q3 | $4.56M | Sell |
111,651
-3,999
| -3% | -$163K | 0.05% | 277 |
|
|
2023
Q2 | $4.94M | Buy |
115,650
+8,851
| +8% | +$378K | 0.06% | 255 |
|
|
2023
Q1 | $3.99M | Sell |
106,799
-2,687
| -2% | -$100K | 0.05% | 287 |
|
|
2022
Q4 | $4.52M | Buy |
109,486
+10,936
| +11% | +$452K | 0.06% | 244 |
|
|
2022
Q3 | $3.96M | Buy |
98,550
+4,072
| +4% | +$164K | 0.06% | 240 |
|
|
2022
Q2 | $3.7M | Sell |
94,478
-5,504
| -6% | -$216K | 0.06% | 255 |
|
|
2022
Q1 | $4.84M | Buy |
99,982
+34,274
| +52% | +$1.66M | 0.07% | 217 |
|
|
2021
Q4 | $3.15M | Buy |
65,708
+2,523
| +4% | +$121K | 0.05% | 280 |
|
|
2021
Q3 | $2.93M | Sell |
63,185
-10,113
| -14% | -$469K | 0.05% | 271 |
|
|
2021
Q2 | $3.32M | Buy |
73,298
+395
| +0.5% | +$17.9K | 0.06% | 240 |
|
|
2021
Q1 | $2.85M | Buy |
72,903
+24,531
| +51% | +$960K | 0.06% | 236 |
|
|
2020
Q4 | $1.46M | Sell |
48,372
-116,472
| -71% | -$3.52M | 0.03% | 322 |
|
|
2020
Q3 | $3.88M | Buy |
164,844
+107,939
| +190% | +$2.54M | 0.06% | 239 |
|
|
2020
Q2 | $1.45M | Sell |
56,905
-1,117
| -2% | -$28.5K | 0.04% | 277 |
|
|
2020
Q1 | $1.67M | Buy |
58,022
+3,275
| +6% | +$94.2K | 0.05% | 218 |
|
|
2019
Q4 | $2.95M | Buy |
54,747
+10,581
| +24% | +$569K | 0.07% | 163 |
|
|
2019
Q3 | $2.23M | Buy |
44,166
+2,559
| +6% | +$129K | 0.09% | 120 |
|
|
2019
Q2 | $1.97M | Sell |
41,607
-4,022
| -9% | -$190K | 0.09% | 116 |
|
|
2019
Q1 | $2.21M | Buy |
45,629
+1,394
| +3% | +$67.4K | 0.12% | 94 |
|
|
2018
Q4 | $2.03M | Buy |
+44,235
| New | +$2.03M | 0.34% | 75 |
|