Avestar Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.44M | Buy |
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|
2025
Q1 | $3M | Buy |
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|
2024
Q4 | $2.8M | Buy |
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|
2024
Q3 | $2.15M | Buy |
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|
2024
Q2 | $2.19M | Sell |
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|
2024
Q1 | $2.84M | Buy |
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|
2023
Q4 | $1.78M | Buy |
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|
2023
Q3 | $1.42M | Buy |
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|
2023
Q2 | $1.48M | Sell |
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|
2023
Q1 | $1.3M | Sell |
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|
2022
Q4 | $1.69M | Buy |
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|
2022
Q3 | $1.62M | Buy |
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|
2022
Q2 | $980K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $934K | Buy |
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|
2021
Q3 | $631K | Hold |
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|
2021
Q2 | $616K | Hold |
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|
2021
Q1 | $613K | Sell |
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|
2020
Q4 | $446K | Buy |
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|
2020
Q3 | $244K | Sell |
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|
2020
Q2 | $288K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $545K | Sell |
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|
2019
Q3 | $514K | Buy |
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|
2019
Q2 | $330K | Buy |
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|
2019
Q1 | $328K | Sell |
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|
2018
Q4 | $357K | Sell |
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|
2018
Q3 | $432K | Sell |
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|
2018
Q2 | $529K | Sell |
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|
2018
Q1 | $503K | Buy |
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|
2017
Q4 | $291K | Buy |
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