Burt Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $428K | Hold |
5,101
| – | – | 0.11% | 78 |
|
|
2025
Q2 | $409K | Hold |
5,101
| – | – | 0.09% | 77 |
|
|
2025
Q1 | $366K | Hold |
5,101
| – | – | 0.09% | 78 |
|
|
2024
Q4 | $358K | Sell |
5,101
-16
| -0.3% | -$1.09K | 0.09% | 82 |
|
|
2024
Q3 | $289K | Hold |
5,117
| – | – | 0.07% | 96 |
|
|
2024
Q2 | $304K | Hold |
5,117
| – | – | 0.08% | 87 |
|
|
2024
Q1 | $297K | Hold |
5,117
| – | – | 0.08% | 90 |
|
|
2023
Q4 | $252K | Hold |
5,117
| – | – | 0.07% | 95 |
|
|
2023
Q3 | $209K | Hold |
5,117
| – | – | 0.06% | 96 |
|
|
2023
Q2 | $218K | Buy |
+5,117
| New | +$206K | 0.07% | 101 |
|
|
2023
Q1 | – | Sell |
-5,117
| Closed | -$211K | – | 107 |
|
|
2022
Q4 | $211K | Hold |
5,117
| – | – | 0.07% | 103 |
|
|
2022
Q3 | $206K | Buy |
+5,117
| New | +$220K | 0.08% | 85 |
|
|
2022
Q2 | – | Sell |
-5,070
| Closed | -$246K | – | 104 |
|
|
2022
Q1 | $246K | Hold |
5,070
| – | – | 0.07% | 92 |
|
|
2021
Q4 | $243K | Hold |
5,070
| – | – | 0.08% | 82 |
|
|
2021
Q3 | $235K | Hold |
5,070
| – | – | 0.07% | 91 |
|
|
2021
Q2 | $230K | Buy |
+5,070
| New | +$226K | 0.08% | 86 |
|
|
2021
Q1 | – | Sell |
-5,070
| Closed | -$153K | – | 370 |
|
|
2020
Q4 | $153K | Hold |
5,070
| – | – | 0.05% | 101 |
|
|
2020
Q3 | $119K | Sell |
5,070
-22
| -0.4% | -$542 | 0.04% | 114 |
|
|
2020
Q2 | $130K | Sell |
5,092
-1,100
| -18% | -$30.1K | 0.05% | 105 |
|
|
2020
Q1 | $178K | Hold |
6,192
| – | – | 0.08% | 82 |
|
|
2019
Q4 | $333K | Hold |
6,192
| – | – | 0.13% | 60 |
|
|
2019
Q3 | $312K | Hold |
6,192
| – | – | 0.13% | 60 |
|
|
2019
Q2 | $293K | Sell |
6,192
-120
| -2% | -$5.61K | 0.13% | 60 |
|
|
2019
Q1 | $305K | Buy |
6,312
+120
| +2% | +$5.9K | 0.14% | 60 |
|
|
2018
Q4 | $285K | Hold |
6,192
| – | – | 0.13% | 67 |
|
|
2018
Q3 | $325K | Hold |
6,192
| – | – | 0.15% | 57 |
|
|
2018
Q2 | $343K | Hold |
6,192
| – | – | 0.16% | 50 |
|
|
2018
Q1 | $325K | Hold |
6,192
| – | – | 0.17% | 51 |
|
|
2017
Q4 | $376K | Buy |
6,192
+977
| +19% | +$55.2K | 0.23% | 46 |
|
|
2017
Q3 | $288K | Buy |
5,215
+781
| +18% | +$41.5K | 0.19% | 55 |
|
|
2017
Q2 | $245K | Hold |
4,434
| – | – | 0.17% | 58 |
|
|
2017
Q1 | $247K | Sell |
4,434
-200
| -4% | -$11.3K | 0.18% | 56 |
|
|
2016
Q4 | $255K | Hold |
4,634
| – | – | 0.23% | 57 |
|
|
2016
Q3 | $205K | Hold |
4,634
| – | – | 0.22% | 59 |
|
|
2016
Q2 | $219K | Sell |
4,634
-171
| -4% | -$8.34K | 0.24% | 52 |
|
|
2016
Q1 | $232K | Buy |
4,805
+235
| +5% | +$11.5K | 0.21% | 57 |
|
|
2015
Q4 | $248K | Hold |
4,570
| – | – | 0.2% | 53 |
|
|
2015
Q3 | $234K | Hold |
4,570
| – | – | 0.29% | 46 |
|
|
2015
Q2 | $257K | Hold |
4,570
| – | – | 0.28% | 52 |
|
|
2015
Q1 | $248K | Hold |
4,570
| – | – | 0.25% | 44 |
|
|
2014
Q4 | $252K | Buy |
+4,570
| New | +$242K | 0.27% | 48 |
|
Other funds holding WFC
Burt Wealth Advisors's WFC Position: Q3 2025 in Review
Burt Wealth Advisors held its Wells Fargo (WFC) position steady in Q3 2025 at 5,101 shares worth $428K. The position accounts for 0.11% of the portfolio, ranked #78.
Burt Wealth Advisors first reported a position in WFC in Q4 2014 and has held it in 41 quarters since. 2,656 funds tracked by Wall St. Rank hold WFC as of Q3 2025.
- Burt Wealth Advisors held 5,101 shares of Wells Fargo worth $428K as of Q3 2025.
- Burt Wealth Advisors left its Wells Fargo share count unchanged in Q3 2025.
- Wells Fargo made up 0.11% of Burt Wealth Advisors's portfolio in Q3 2025, its #78 holding.
- Burt Wealth Advisors first reported a position in Wells Fargo in Q4 2014 and has held it in 41 quarters since.
- 2,656 funds tracked by Wall St. Rank held Wells Fargo as of Q3 2025.
Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.