Aviso Wealth Management’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 | $1.88M | Sell |
23,524
-589
| -2% | -$47.2K | 0.88% | 27 |
|
|
2025
Q1 | $1.73M | Sell |
24,113
-4,165
| -15% | -$299K | 0.92% | 27 |
|
|
2024
Q4 | $1.99M | Buy |
28,278
+11,683
| +70% | +$821K | 1.01% | 21 |
|
|
2024
Q3 | $937K | Buy |
16,595
+5,368
| +48% | +$303K | 0.51% | 52 |
|
|
2024
Q2 | $667K | Buy |
11,227
+459
| +4% | +$27.3K | 0.4% | 67 |
|
|
2024
Q1 | $624K | Sell |
10,768
-181
| -2% | -$10.5K | 0.39% | 64 |
|
|
2023
Q4 | $539K | Buy |
+10,949
| New | +$539K | 0.39% | 63 |
|