Avestar Capital’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 | $3.44M | Buy |
42,881
+1,080
| +3% | +$86.5K | 0.23% | 68 |
|
|
2025
Q1 | $3M | Buy |
41,801
+1,947
| +5% | +$140K | 0.26% | 67 |
|
|
2024
Q4 | $2.8M | Buy |
39,854
+1,803
| +5% | +$127K | 0.24% | 71 |
|
|
2024
Q3 | $2.15M | Buy |
38,051
+1,180
| +3% | +$66.7K | 0.22% | 75 |
|
|
2024
Q2 | $2.19M | Sell |
36,871
-12,142
| -25% | -$721K | 0.22% | 72 |
|
|
2024
Q1 | $2.84M | Buy |
49,013
+12,854
| +36% | +$745K | 0.3% | 57 |
|
|
2023
Q4 | $1.78M | Buy |
36,159
+1,362
| +4% | +$67K | 0.2% | 68 |
|
|
2023
Q3 | $1.42M | Buy |
34,797
+141
| +0.4% | +$5.76K | 0.2% | 65 |
|
|
2023
Q2 | $1.48M | Sell |
34,656
-44
| -0.1% | -$1.88K | 0.24% | 50 |
|
|
2023
Q1 | $1.3M | Sell |
34,700
-6,241
| -15% | -$233K | 0.23% | 56 |
|
|
2022
Q4 | $1.69M | Buy |
40,941
+628
| +2% | +$25.9K | 0.31% | 50 |
|
|
2022
Q3 | $1.62M | Buy |
40,313
+15,303
| +61% | +$615K | 0.41% | 42 |
|
|
2022
Q2 | $980K | Buy |
25,010
+3,669
| +17% | +$144K | 0.24% | 58 |
|
|
2022
Q1 | $1.03M | Buy |
21,341
+1,872
| +10% | +$90.7K | 0.17% | 100 |
|
|
2021
Q4 | $934K | Buy |
19,469
+5,871
| +43% | +$282K | 0.11% | 119 |
|
|
2021
Q3 | $631K | Hold |
13,598
| – | – | 0.08% | 184 |
|
|
2021
Q2 | $616K | Hold |
13,598
| – | – | 0.08% | 184 |
|
|
2021
Q1 | $613K | Sell |
13,598
-1,180
| -8% | -$53.2K | 0.14% | 160 |
|
|
2020
Q4 | $446K | Buy |
14,778
+4,015
| +37% | +$121K | 0.12% | 147 |
|
|
2020
Q3 | $244K | Sell |
10,763
-504
| -4% | -$11.4K | 0.08% | 186 |
|
|
2020
Q2 | $288K | Buy |
+11,267
| New | +$288K | 0.13% | 142 |
|
|
2020
Q1 | – | Sell |
-10,141
| Closed | -$545K | – | 199 |
|
|
2019
Q4 | $545K | Sell |
10,141
-56
| -0.5% | -$3.01K | 0.31% | 77 |
|
|
2019
Q3 | $514K | Buy |
10,197
+3,032
| +42% | +$153K | 0.32% | 72 |
|
|
2019
Q2 | $330K | Buy |
7,165
+191
| +3% | +$8.8K | 0.21% | 73 |
|
|
2019
Q1 | $328K | Sell |
6,974
-899
| -11% | -$42.3K | 0.22% | 72 |
|
|
2018
Q4 | $357K | Sell |
7,873
-489
| -6% | -$22.2K | 0.24% | 72 |
|
|
2018
Q3 | $432K | Sell |
8,362
-1,390
| -14% | -$71.8K | 0.25% | 63 |
|
|
2018
Q2 | $529K | Sell |
9,752
-12
| -0.1% | -$651 | 0.33% | 52 |
|
|
2018
Q1 | $503K | Buy |
9,764
+4,844
| +98% | +$250K | 0.33% | 48 |
|
|
2017
Q4 | $291K | Buy |
+4,920
| New | +$291K | 0.22% | 65 |
|