AXS Investments’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 | $223K | Sell |
2,783
-854
| -23% | -$68.4K | 0.09% | 144 |
|
|
2025
Q1 | $261K | Sell |
3,637
-159
| -4% | -$11.4K | 0.07% | 198 |
|
|
2024
Q4 | $267K | Sell |
3,796
-451
| -11% | -$31.7K | 0.07% | 209 |
|
|
2024
Q3 | $240K | Sell |
4,247
-805
| -16% | -$45.5K | 0.06% | 217 |
|
|
2024
Q2 | $300K | Sell |
5,052
-1,289
| -20% | -$76.6K | 0.08% | 212 |
|
|
2024
Q1 | $368K | Buy |
6,341
+412
| +7% | +$23.9K | 0.09% | 236 |
|
|
2023
Q4 | $292K | Sell |
5,929
-705
| -11% | -$34.7K | 0.07% | 261 |
|
|
2023
Q3 | $271K | Sell |
6,634
-3,961
| -37% | -$162K | 0.07% | 240 |
|
|
2023
Q2 | $452K | Buy |
10,595
+832
| +9% | +$35.5K | 0.12% | 222 |
|
|
2023
Q1 | $365K | Sell |
9,763
-1,193
| -11% | -$44.6K | 0.12% | 193 |
|
|
2022
Q4 | $452K | Sell |
10,956
-2,670
| -20% | -$110K | 0.16% | 166 |
|
|
2022
Q3 | $548K | Sell |
13,626
-2,430
| -15% | -$97.7K | 0.21% | 160 |
|
|
2022
Q2 | $629K | Buy |
16,056
+3,457
| +27% | +$135K | 0.22% | 157 |
|
|
2022
Q1 | $611K | Buy |
12,599
+2,694
| +27% | +$131K | 0.24% | 77 |
|
|
2021
Q4 | $475K | Buy |
+9,905
| New | +$475K | 0.11% | 114 |
|
|
2021
Q3 | – | Sell |
-9,076
| Closed | -$411K | – | 219 |
|
|
2021
Q2 | $411K | Buy |
9,076
+522
| +6% | +$23.6K | 0.13% | 127 |
|
|
2021
Q1 | $334K | Buy |
+8,554
| New | +$334K | 0.12% | 134 |
|