Bell Investment Advisors’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 | $316K | Buy |
3,944
+1,159
| +42% | +$92.9K | 0.05% | 97 |
|
|
2025
Q1 | $200K | Sell |
2,785
-292
| -9% | -$21K | 0.04% | 110 |
|
|
2024
Q4 | $216K | Sell |
3,077
-51
| -2% | -$3.58K | 0.04% | 107 |
|
|
2024
Q3 | $177K | Hold |
3,128
| – | – | 0.03% | 111 |
|
|
2024
Q2 | $186K | Sell |
3,128
-545
| -15% | -$32.4K | 0.04% | 105 |
|
|
2024
Q1 | $213K | Sell |
3,673
-20
| -0.5% | -$1.16K | 0.04% | 100 |
|
|
2023
Q4 | $182K | Sell |
3,693
-273
| -7% | -$13.4K | 0.04% | 97 |
|
|
2023
Q3 | $162K | Sell |
3,966
-29
| -0.7% | -$1.19K | 0.04% | 99 |
|
|
2023
Q2 | $171K | Buy |
3,995
+2,866
| +254% | +$122K | 0.04% | 88 |
|
|
2023
Q1 | $42.2K | Buy |
1,129
+123
| +12% | +$4.6K | 0.01% | 186 |
|
|
2022
Q4 | $41.5K | Sell |
1,006
-92
| -8% | -$3.8K | 0.01% | 188 |
|
|
2022
Q3 | $44K | Buy |
1,098
+639
| +139% | +$25.6K | 0.01% | 148 |
|
|
2022
Q2 | $18K | Buy |
+459
| New | +$18K | 0.01% | 291 |
|
|
2021
Q4 | $51K | Buy |
1,065
+278
| +35% | +$13.3K | 0.01% | 156 |
|
|
2021
Q3 | $37K | Buy |
+787
| New | +$37K | 0.01% | 181 |
|