Aviance Capital 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 | $307K | Sell |
3,831
-485
| -11% | -$38.9K | 0.04% | 288 |
|
|
2025
Q1 | $310K | Sell |
4,316
-1,200
| -22% | -$86.1K | 0.04% | 275 |
|
|
2024
Q4 | $387K | Sell |
5,516
-5,200
| -49% | -$365K | 0.05% | 235 |
|
|
2024
Q3 | $605K | Buy |
10,716
+66
| +0.6% | +$3.73K | 0.08% | 206 |
|
|
2024
Q2 | $633K | Buy |
10,650
+1,450
| +16% | +$86.1K | 0.09% | 188 |
|
|
2024
Q1 | $533K | Buy |
+9,200
| New | +$533K | 0.08% | 205 |
|
|
2021
Q2 | – | Sell |
-50,100
| Closed | -$1.96M | – | 273 |
|
|
2021
Q1 | $1.96M | Hold |
50,100
| – | – | 0.38% | 64 |
|
|
2020
Q4 | $1.51M | Hold |
50,100
| – | – | 0.31% | 82 |
|
|
2020
Q3 | $1.18M | Sell |
50,100
-51,002
| -50% | -$1.2M | 0.27% | 97 |
|
|
2020
Q2 | $2.59M | Buy |
+101,102
| New | +$2.59M | 0.64% | 37 |
|
|
2015
Q2 | – | Sell |
-3,500
| Closed | -$190K | – | 216 |
|
|
2015
Q1 | $190K | Sell |
3,500
-542
| -13% | -$29.4K | 0.07% | 207 |
|
|
2014
Q4 | $222K | Sell |
4,042
-1,398
| -26% | -$76.8K | 0.08% | 206 |
|
|
2014
Q3 | $282K | Sell |
5,440
-112
| -2% | -$5.81K | 0.11% | 208 |
|
|
2014
Q2 | $292K | Sell |
5,552
-597
| -10% | -$31.4K | 0.11% | 189 |
|
|
2014
Q1 | $303K | Buy |
6,149
+956
| +18% | +$47.1K | 0.13% | 179 |
|
|
2013
Q4 | $236K | Sell |
5,193
-10,556
| -67% | -$480K | 0.1% | 190 |
|
|
2013
Q3 | $651K | Sell |
15,749
-1,398
| -8% | -$57.8K | 0.3% | 90 |
|
|
2013
Q2 | $708K | Buy |
+17,147
| New | +$708K | 0.38% | 76 |
|