Avion Wealth’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 | $994K | Buy |
12,411
+4,123
| +50% | +$330K | 0.23% | 37 |
|
|
2025
Q1 | $582K | Hold |
8,288
| – | – | 0.15% | 47 |
|
|
2024
Q4 | $582K | Sell |
8,288
-5,730
| -41% | -$402K | 0.15% | 47 |
|
|
2024
Q3 | $791K | Sell |
14,018
-2
| -0% | -$113 | 0.21% | 39 |
|
|
2024
Q2 | $832K | Sell |
14,020
-1,452
| -9% | -$86.2K | 0.23% | 35 |
|
|
2024
Q1 | $897K | Sell |
15,472
-1,777
| -10% | -$103K | 0.24% | 35 |
|
|
2023
Q4 | $849K | Sell |
17,249
-4
| -0% | -$197 | 0.24% | 36 |
|
|
2023
Q3 | $704K | Buy |
17,253
+3,258
| +23% | +$133K | 0.2% | 38 |
|
|
2023
Q2 | $597K | Buy |
13,995
+6,755
| +93% | +$288K | 0.16% | 44 |
|
|
2023
Q1 | $298K | Buy |
7,240
+92
| +1% | +$3.79K | 0.08% | 53 |
|
|
2022
Q4 | $287K | Hold |
7,148
| – | – | 0.09% | 52 |
|
|
2022
Q3 | $287K | Sell |
7,148
-715
| -9% | -$28.7K | 0.09% | 53 |
|
|
2022
Q2 | $308K | Hold |
7,863
| – | – | 0.1% | 50 |
|
|
2022
Q1 | $381K | Hold |
7,863
| – | – | 0.11% | 42 |
|
|
2021
Q4 | $377K | Hold |
7,863
| – | – | 0.11% | 42 |
|
|
2021
Q3 | $365K | Hold |
7,863
| – | – | 0.11% | 36 |
|
|
2021
Q2 | $356K | Hold |
7,863
| – | – | 0.11% | 37 |
|
|
2021
Q1 | $307K | Sell |
7,863
-150
| -2% | -$5.86K | 0.11% | 36 |
|
|
2020
Q4 | $242K | Buy |
8,013
+622
| +8% | +$18.8K | 0.08% | 41 |
|
|
2020
Q3 | $174K | Buy |
7,391
+243
| +3% | +$5.72K | 0.06% | 43 |
|
|
2020
Q2 | $183K | Hold |
7,148
| – | – | 0.06% | 41 |
|
|
2020
Q1 | $205K | Hold |
7,148
| – | – | 0.09% | 34 |
|
|
2019
Q4 | $385K | Hold |
7,148
| – | – | 0.34% | 31 |
|
|
2019
Q3 | $361K | Buy |
+7,148
| New | +$361K | 0.34% | 31 |
|