AFS
Axiom Financial Strategies’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $216K | Buy |
+2,691
| New | +$216K | 0.12% | 37 |
|
|
2022
Q4 | – | Sell |
-8,023
| Closed | -$323K | – | 70 |
|
|
2022
Q3 | $323K | Sell |
8,023
-971
| -11% | -$39.1K | 0.17% | 48 |
|
|
2022
Q2 | $352K | Sell |
8,994
-1,752
| -16% | -$68.6K | 0.19% | 51 |
|
|
2022
Q1 | $465K | Sell |
10,746
-1,640
| -13% | -$71K | 0.23% | 42 |
|
|
2021
Q4 | $594K | Buy |
12,386
+2
| +0% | +$96 | 0.27% | 40 |
|
|
2021
Q3 | $575K | Sell |
12,384
-412
| -3% | -$19.1K | 0.27% | 41 |
|
|
2021
Q2 | $580K | Buy |
12,796
+1
| +0% | +$45 | 0.27% | 39 |
|
|
2021
Q1 | $500K | Buy |
12,795
+1,813
| +17% | +$70.8K | 0.25% | 42 |
|
|
2020
Q4 | $258K | Hold |
10,982
| – | – | 0.16% | 53 |
|
|
2020
Q3 | $258K | Buy |
10,982
+2,149
| +24% | +$50.5K | 0.16% | 53 |
|
|
2020
Q2 | $226K | Buy |
8,833
+1,730
| +24% | +$44.3K | 0.15% | 56 |
|
|
2020
Q1 | $204K | Buy |
+7,103
| New | +$204K | 0.16% | 59 |
|