Avidian Wealth Enterprises’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 | $704K | Buy |
8,787
+1,240
| +16% | +$99.4K | 0.03% | 259 |
|
|
2025
Q1 | $542K | Sell |
7,547
-1,216
| -14% | -$87.3K | 0.02% | 296 |
|
|
2024
Q4 | $616K | Buy |
8,763
+603
| +7% | +$42.4K | 0.03% | 256 |
|
|
2024
Q3 | $461K | Buy |
8,160
+720
| +10% | +$40.7K | 0.02% | 308 |
|
|
2024
Q2 | $442K | Buy |
7,440
+1,413
| +23% | +$83.9K | 0.02% | 305 |
|
|
2024
Q1 | $349K | Buy |
6,027
+1,455
| +32% | +$84.3K | 0.02% | 323 |
|
|
2023
Q4 | $225K | Sell |
4,572
-4,927
| -52% | -$243K | 0.01% | 386 |
|
|
2023
Q3 | $388K | Sell |
9,499
-9,773
| -51% | -$399K | 0.03% | 288 |
|
|
2023
Q2 | $823K | Sell |
19,272
-31,165
| -62% | -$1.33M | 0.05% | 206 |
|
|
2023
Q1 | $1.89M | Buy |
50,437
+7,978
| +19% | +$298K | 0.1% | 142 |
|
|
2022
Q4 | $1.75M | Buy |
42,459
+2,111
| +5% | +$87.2K | 0.11% | 131 |
|
|
2022
Q3 | $1.62M | Sell |
40,348
-296
| -0.7% | -$11.9K | 0.12% | 117 |
|
|
2022
Q2 | $1.59M | Buy |
40,644
+1,062
| +3% | +$41.6K | 0.11% | 123 |
|
|
2022
Q1 | $1.92M | Buy |
39,582
+5,562
| +16% | +$270K | 0.12% | 118 |
|
|
2021
Q4 | $1.63M | Sell |
34,020
-1,349
| -4% | -$64.7K | 0.1% | 129 |
|
|
2021
Q3 | $1.64M | Buy |
35,369
+703
| +2% | +$32.6K | 0.13% | 97 |
|
|
2021
Q2 | $1.57M | Sell |
34,666
-1,541
| -4% | -$69.8K | 0.12% | 101 |
|
|
2021
Q1 | $1.42M | Buy |
36,207
+925
| +3% | +$36.2K | 0.12% | 99 |
|
|
2020
Q4 | $1.07M | Buy |
35,282
+4,991
| +16% | +$151K | 0.1% | 108 |
|
|
2020
Q3 | $712K | Buy |
30,291
+2,386
| +9% | +$56.1K | 0.08% | 120 |
|
|
2020
Q2 | $714K | Buy |
27,905
+6,670
| +31% | +$171K | 0.1% | 107 |
|
|
2020
Q1 | $609K | Buy |
21,235
+16,517
| +350% | +$474K | 0.1% | 96 |
|
|
2019
Q4 | $254K | Buy |
+4,718
| New | +$254K | 0.04% | 194 |
|
|
2016
Q4 | – | Sell |
-7,112
| Closed | -$315K | – | 102 |
|
|
2016
Q3 | $315K | Buy |
7,112
+1,621
| +30% | +$71.8K | 0.13% | 53 |
|
|
2016
Q2 | $260 | Sell |
5,491
-247
| -4% | -$12 | 0.09% | 57 |
|
|
2016
Q1 | $277K | Sell |
5,738
-8
| -0.1% | -$386 | 0.15% | 45 |
|
|
2015
Q4 | $312K | Buy |
+5,746
| New | +$312K | 0.15% | 26 |
|