Avidian Wealth Enterprises’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.33M | Sell |
16,062
-608
| -4% | -$48.9K | 0.04% | 269 |
|
|
2026
Q1 | $1.33M | Sell |
16,670
-538
| -3% | -$46.2K | 0.04% | 250 |
|
|
2025
Q4 | $1.6M | Buy |
17,208
+8,007
| +87% | +$695K | 0.06% | 166 |
|
|
2025
Q3 | $771K | Buy |
9,201
+414
| +5% | +$33.6K | 0.03% | 266 |
|
|
2025
Q2 | $704K | Buy |
8,787
+1,240
| +16% | +$89.4K | 0.03% | 260 |
|
|
2025
Q1 | $542K | Sell |
7,547
-1,216
| -14% | -$91.3K | 0.02% | 296 |
|
|
2024
Q4 | $616K | Buy |
8,763
+603
| +7% | +$41.2K | 0.03% | 256 |
|
|
2024
Q3 | $461K | Buy |
8,160
+720
| +10% | +$40.7K | 0.02% | 309 |
|
|
2024
Q2 | $442K | Buy |
7,440
+1,413
| +23% | +$83.4K | 0.02% | 315 |
|
|
2024
Q1 | $349K | Buy |
6,027
+1,455
| +32% | +$76.1K | 0.02% | 327 |
|
|
2023
Q4 | $225K | Sell |
4,572
-4,927
| -52% | -$213K | 0.01% | 388 |
|
|
2023
Q3 | $388K | Sell |
9,499
-9,773
| -51% | -$422K | 0.03% | 288 |
|
|
2023
Q2 | $823K | Sell |
19,272
-31,165
| -62% | -$1.25M | 0.05% | 207 |
|
|
2023
Q1 | $1.89M | Buy |
50,437
+7,978
| +19% | +$348K | 0.1% | 143 |
|
|
2022
Q4 | $1.75M | Buy |
42,459
+2,111
| +5% | +$93.4K | 0.11% | 131 |
|
|
2022
Q3 | $1.62M | Sell |
40,348
-296
| -0.7% | -$12.7K | 0.12% | 117 |
|
|
2022
Q2 | $1.59M | Buy |
40,644
+1,062
| +3% | +$46.6K | 0.11% | 124 |
|
|
2022
Q1 | $1.92M | Buy |
39,582
+5,562
| +16% | +$298K | 0.12% | 124 |
|
|
2021
Q4 | $1.63M | Sell |
34,020
-1,349
| -4% | -$66.4K | 0.1% | 132 |
|
|
2021
Q3 | $1.64M | Buy |
35,369
+703
| +2% | +$32.5K | 0.13% | 97 |
|
|
2021
Q2 | $1.57M | Sell |
34,666
-1,541
| -4% | -$68.8K | 0.12% | 101 |
|
|
2021
Q1 | $1.42M | Buy |
36,207
+925
| +3% | +$32.7K | 0.12% | 100 |
|
|
2020
Q4 | $1.06M | Buy |
35,282
+4,991
| +16% | +$129K | 0.1% | 108 |
|
|
2020
Q3 | $712K | Buy |
30,291
+2,386
| +9% | +$58.8K | 0.08% | 120 |
|
|
2020
Q2 | $714K | Buy |
27,905
+6,670
| +31% | +$182K | 0.1% | 107 |
|
|
2020
Q1 | $609K | Buy |
21,235
+16,517
| +350% | +$702K | 0.1% | 97 |
|
|
2019
Q4 | $254K | Buy |
+4,718
| New | +$247K | 0.04% | 194 |
|
|
2016
Q4 | – | Sell |
-7,112
| Closed | -$315K | – | 102 |
|
|
2016
Q3 | $315K | Buy |
7,112
+1,621
| +30% | +$77.6K | 0.13% | 53 |
|
|
2016
Q2 | $260K | Sell |
5,491
-247
| -4% | -$12K | 0.09% | 57 |
|
|
2016
Q1 | $277K | Sell |
5,738
-8
| -0.1% | -$392 | 0.15% | 45 |
|
|
2015
Q4 | $312K | Buy |
+5,746
| New | +$312K | 0.15% | 26 |
|
Other funds holding WFC
Avidian Wealth Enterprises's WFC Position: Q2 2026 in Review
Avidian Wealth Enterprises reduced its Wells Fargo (WFC) stake by 3.6% in Q2 2026, selling an estimated $48.9K and leaving 16,062 shares worth $1.33M. The position accounts for 0.04% of the portfolio, ranked #269.
Avidian Wealth Enterprises first reported a position in WFC in Q4 2015 and has held it in 31 quarters since. The position peaked at $1.92M in Q1 2022. 2,876 funds tracked by Wall St. Rank hold WFC as of Q2 2026.
- Avidian Wealth Enterprises held 16,062 shares of Wells Fargo worth $1.33M as of Q2 2026.
- Avidian Wealth Enterprises sold 608 Wells Fargo shares in Q2 2026, an estimated $48.9K.
- Wells Fargo made up 0.04% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #269 holding.
- Avidian Wealth Enterprises first reported a position in Wells Fargo in Q4 2015 and has held it in 31 quarters since.
- Avidian Wealth Enterprises's Wells Fargo position peaked at $1.92M in Q1 2022.
- 2,876 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2026.
Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.