Capital Advisors Inc’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 | $440K | Sell |
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|
2025
Q2 | $536K | Buy |
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|
2025
Q1 | $272K | Buy |
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|
2024
Q4 | $223K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $284K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $336K | Buy |
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|
2017
Q3 | $291K | Sell |
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|
2017
Q2 | $324K | Buy |
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|
2017
Q1 | $213K | Sell |
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|
2016
Q4 | $9.01M | Sell |
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|
2016
Q3 | $7.27M | Buy |
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|
2016
Q2 | $7.68M | Buy |
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|
2016
Q1 | $7.36M | Buy |
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|
2015
Q4 | $7.95M | Buy |
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|
2015
Q3 | $7.33M | Buy |
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|
2015
Q2 | $7.75M | Sell |
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|
2015
Q1 | $10.1M | Sell |
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|
2014
Q4 | $10.6M | Sell |
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|
2014
Q3 | $10.1M | Sell |
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|
2014
Q2 | $10.6M | Sell |
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|
2014
Q1 | $10.3M | Sell |
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|
2013
Q4 | $9.59M | Sell |
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|
2013
Q3 | $8.95M | Sell |
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|
2013
Q2 | $8.97M | Buy |
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