Biondo Investment Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q3 | – | Sell |
-16,388
| Closed | -$643K | – | 76 |
|
|
2022
Q2 | $643K | Buy |
+16,388
| New | +$719K | 0.14% | 66 |
|
|
2022
Q1 | – | Sell |
-16,388
| Closed | -$789K | – | 83 |
|
|
2021
Q4 | $789K | Hold |
16,388
| – | – | 0.13% | 70 |
|
|
2021
Q3 | $764K | Buy |
16,388
+223
| +1% | +$10.3K | 0.13% | 69 |
|
|
2021
Q2 | $734K | Hold |
16,165
| – | – | 0.13% | 68 |
|
|
2021
Q1 | $633K | Hold |
16,165
| – | – | 0.13% | 66 |
|
|
2020
Q4 | $488K | Buy |
+16,165
| New | +$418K | 0.09% | 71 |
|
|
2020
Q1 | – | Sell |
-3,675
| Closed | -$200K | – | 84 |
|
|
2019
Q4 | $200K | Buy |
+3,675
| New | +$192K | 0.05% | 85 |
|
|
2018
Q3 | – | Sell |
-3,759
| Closed | -$210K | – | 85 |
|
|
2018
Q2 | $210K | Buy |
+3,759
| New | +$201K | 0.05% | 79 |
|
|
2018
Q1 | – | Sell |
-4,959
| Closed | -$303K | – | 96 |
|
|
2017
Q4 | $303K | Hold |
4,959
| – | – | 0.08% | 88 |
|
|
2017
Q3 | $275K | Hold |
4,959
| – | – | 0.08% | 69 |
|
|
2017
Q2 | $277K | Sell |
4,959
-1,175
| -19% | -$63K | 0.08% | 71 |
|
|
2017
Q1 | $293K | Buy |
6,134
+1,100
| +22% | +$62.4K | 0.1% | 67 |
|
|
2016
Q4 | $277K | Sell |
5,034
-215
| -4% | -$10.8K | 0.09% | 68 |
|
|
2016
Q3 | $232K | Sell |
5,249
-1,485
| -22% | -$71.1K | 0.08% | 71 |
|
|
2016
Q2 | $319K | Hold |
6,734
| – | – | 0.11% | 67 |
|
|
2016
Q1 | $326K | Buy |
6,734
+134
| +2% | +$6.56K | 0.12% | 66 |
|
|
2015
Q4 | $359K | Hold |
6,600
| – | – | 0.12% | 66 |
|
|
2015
Q3 | $341K | Hold |
6,600
| – | – | 0.11% | 68 |
|
|
2015
Q2 | $371K | Sell |
6,600
-425
| -6% | -$23.7K | 0.11% | 70 |
|
|
2015
Q1 | $382K | Hold |
7,025
| – | – | 0.11% | 67 |
|
|
2014
Q4 | $385K | Hold |
7,025
| – | – | 0.12% | 66 |
|
|
2014
Q3 | $364K | Buy |
7,025
+350
| +5% | +$18K | 0.11% | 71 |
|
|
2014
Q2 | $351K | Hold |
6,675
| – | – | 0.11% | 74 |
|
|
2014
Q1 | $332K | Sell |
6,675
-250
| -4% | -$11.6K | 0.11% | 79 |
|
|
2013
Q4 | $314K | Hold |
6,925
| – | – | 0.11% | 80 |
|
|
2013
Q3 | $286K | Sell |
6,925
-75
| -1% | -$3.2K | 0.11% | 79 |
|
|
2013
Q2 | $289K | Buy |
+7,000
| New | +$273K | 0.13% | 81 |
|
Other funds holding WFC
Biondo Investment Advisors's WFC Position: Q3 2022 in Review
Biondo Investment Advisors sold out of Wells Fargo (WFC) in Q3 2022, closing a stake of 16,388 shares — an estimated $643K sold.
Biondo Investment Advisors first reported a position in WFC in Q2 2013 and held it in 27 quarters. The position peaked at $789K in Q4 2021. 1,961 funds tracked by Wall St. Rank hold WFC as of Q3 2022.
- Biondo Investment Advisors reported no remaining Wells Fargo position as of Q3 2022 after selling out during the quarter.
- Biondo Investment Advisors sold 16,388 Wells Fargo shares in Q3 2022, an estimated $643K.
- Biondo Investment Advisors first reported a position in Wells Fargo in Q2 2013 and held it in 27 quarters.
- Biondo Investment Advisors's Wells Fargo position peaked at $789K in Q4 2021.
- 1,961 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2022.
Based on Biondo Investment Advisors's 13F filing for Q3 2022, filed 7 Nov 2022.