Avantax Planning 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 | $848K | Buy |
10,589
+139
| +1% | +$11.1K | 0.03% | 205 |
|
|
2025
Q1 | $750K | Sell |
10,450
-1,315
| -11% | -$94.4K | 0.03% | 204 |
|
|
2024
Q4 | $826K | Buy |
11,765
+1,204
| +11% | +$84.6K | 0.03% | 193 |
|
|
2024
Q3 | $597K | Sell |
10,561
-4,462
| -30% | -$252K | 0.02% | 233 |
|
|
2024
Q2 | $892K | Sell |
15,023
-2,475
| -14% | -$147K | 0.03% | 218 |
|
|
2024
Q1 | $1.01M | Buy |
17,498
+4,628
| +36% | +$268K | 0.03% | 211 |
|
|
2023
Q4 | $633K | Sell |
12,870
-8,943
| -41% | -$440K | 0.02% | 216 |
|
|
2023
Q3 | $891K | Buy |
21,813
+225
| +1% | +$9.19K | 0.04% | 171 |
|
|
2023
Q2 | $921K | Sell |
21,588
-4,489
| -17% | -$192K | 0.04% | 169 |
|
|
2023
Q1 | $975K | Buy |
26,077
+675
| +3% | +$25.2K | 0.04% | 166 |
|
|
2022
Q4 | $1.05M | Buy |
25,402
+1,205
| +5% | +$49.8K | 0.04% | 159 |
|
|
2022
Q3 | $973K | Sell |
24,197
-27,202
| -53% | -$1.09M | 0.04% | 152 |
|
|
2022
Q2 | $2.01M | Buy |
51,399
+7,042
| +16% | +$276K | 0.09% | 99 |
|
|
2022
Q1 | $2.15M | Sell |
44,357
-2,393
| -5% | -$116K | 0.09% | 102 |
|
|
2021
Q4 | $2.24M | Buy |
46,750
+1,070
| +2% | +$51.3K | 0.09% | 91 |
|
|
2021
Q3 | $2.12M | Sell |
45,680
-265
| -0.6% | -$12.3K | 0.1% | 82 |
|
|
2021
Q2 | $2.08M | Buy |
45,945
+4,465
| +11% | +$202K | 0.1% | 85 |
|
|
2021
Q1 | $1.62M | Sell |
41,480
-14,120
| -25% | -$552K | 0.08% | 100 |
|
|
2020
Q4 | $1.68M | Sell |
55,600
-15,698
| -22% | -$474K | 0.09% | 93 |
|
|
2020
Q3 | $1.68M | Buy |
71,298
+1,706
| +2% | +$40.1K | 0.09% | 94 |
|
|
2020
Q2 | $1.78M | Buy |
69,592
+1,941
| +3% | +$49.7K | 0.1% | 86 |
|
|
2020
Q1 | $1.94M | Sell |
67,651
-5,772
| -8% | -$166K | 0.14% | 63 |
|
|
2019
Q4 | $3.95M | Sell |
73,423
-2,287
| -3% | -$123K | 0.23% | 36 |
|
|
2019
Q3 | $3.82M | Buy |
75,710
+16,494
| +28% | +$832K | 0.23% | 35 |
|
|
2019
Q2 | $2.82M | Sell |
59,216
-11,889
| -17% | -$565K | 0.18% | 48 |
|
|
2019
Q1 | $3.44M | Buy |
71,105
+24,442
| +52% | +$1.18M | 0.24% | 38 |
|
|
2018
Q4 | $2.15M | Sell |
46,663
-1,277
| -3% | -$58.8K | 0.16% | 57 |
|
|
2018
Q3 | $2.52M | Buy |
47,940
+312
| +0.7% | +$16.4K | 0.2% | 39 |
|
|
2018
Q2 | $2.64M | Sell |
47,628
-4,765
| -9% | -$264K | 0.24% | 36 |
|
|
2018
Q1 | $2.75M | Buy |
52,393
+3,055
| +6% | +$160K | 0.24% | 35 |
|
|
2017
Q4 | $2.99M | Sell |
49,338
-25,531
| -34% | -$1.55M | 0.27% | 29 |
|
|
2017
Q3 | $4.13M | Sell |
74,869
-8,225
| -10% | -$454K | 0.33% | 27 |
|
|
2017
Q2 | $4.6M | Buy |
83,094
+5,473
| +7% | +$303K | 0.39% | 22 |
|
|
2017
Q1 | $4.32M | Buy |
77,621
+25,520
| +49% | +$1.42M | 0.39% | 22 |
|
|
2016
Q4 | $2.87M | Buy |
+52,101
| New | +$2.87M | 0.31% | 30 |
|