Axxcess Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52M | Buy |
68,849
+18,124
| +36% | +$1.45M | 0.13% | 140 |
|
|
2025
Q1 | $3.64M | Sell |
50,725
-23,852
| -32% | -$1.71M | 0.1% | 172 |
|
|
2024
Q4 | $5.24M | Sell |
74,577
-5,456
| -7% | -$383K | 0.13% | 135 |
|
|
2024
Q3 | $4.52M | Buy |
80,033
+14,728
| +23% | +$832K | 0.11% | 150 |
|
|
2024
Q2 | $3.88M | Sell |
65,305
-7,262
| -10% | -$431K | 0.1% | 158 |
|
|
2024
Q1 | $4.21M | Buy |
72,567
+7,114
| +11% | +$412K | 0.12% | 148 |
|
|
2023
Q4 | $3.22M | Buy |
65,453
+12,026
| +23% | +$592K | 0.09% | 175 |
|
|
2023
Q3 | $2.18M | Buy |
53,427
+41,182
| +336% | +$1.68M | 0.07% | 194 |
|
|
2023
Q2 | $523K | Sell |
12,245
-3,112
| -20% | -$133K | 0.04% | 343 |
|
|
2023
Q1 | $574K | Buy |
15,357
+728
| +5% | +$27.2K | 0.04% | 344 |
|
|
2022
Q4 | $604K | Buy |
14,629
+6,983
| +91% | +$288K | 0.05% | 320 |
|
|
2022
Q3 | $308K | Buy |
7,646
+122
| +2% | +$4.91K | 0.03% | 394 |
|
|
2022
Q2 | $295K | Sell |
7,524
-5,872
| -44% | -$230K | 0.03% | 396 |
|
|
2022
Q1 | $649K | Buy |
13,396
+5,813
| +77% | +$282K | 0.05% | 300 |
|
|
2021
Q4 | $364K | Buy |
+7,583
| New | +$364K | 0.03% | 424 |
|