Aviance Capital Partners’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
Q3 | $314K | Sell |
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|
2025
Q2 | $307K | Sell |
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|
2025
Q1 | $310K | Sell |
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|
2024
Q4 | $387K | Sell |
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|
2024
Q3 | $605K | Buy |
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|
2024
Q2 | $633K | Buy |
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|
2024
Q1 | $533K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $1.96M | Hold |
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|
2020
Q4 | $1.51M | Hold |
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|
2020
Q3 | $1.18M | Sell |
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|
2020
Q2 | $2.59M | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $190K | Sell |
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|
2014
Q4 | $222K | Sell |
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|
2014
Q3 | $282K | Sell |
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|
2014
Q2 | $292K | Sell |
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|
2014
Q1 | $303K | Buy |
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|
2013
Q4 | $236K | Sell |
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|
2013
Q3 | $651K | Sell |
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|
2013
Q2 | $708K | Buy |
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