Capital Advisors Ltd’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 | $285K | Hold |
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|
2025
Q2 | $273K | Buy |
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|
2025
Q1 | $239K | Sell |
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|
2024
Q4 | $234K | Buy |
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|
2024
Q3 | $185K | Sell |
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|
2024
Q2 | $198K | Buy |
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|
2024
Q1 | $175K | Buy |
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|
2023
Q4 | $145K | Sell |
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|
2023
Q3 | $122K | Hold |
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|
2023
Q2 | $128K | Buy |
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|
2023
Q1 | $35K | Sell |
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|
2022
Q4 | $30K | Buy |
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|
2022
Q3 | $19K | Sell |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $18K | Hold |
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|
2021
Q4 | $18K | Buy |
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|
2021
Q3 | $8K | Hold |
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|
2021
Q2 | $8K | Hold |
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|
2021
Q1 | $7K | Hold |
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|
2020
Q4 | $5K | Sell |
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|
2020
Q3 | $87K | Buy |
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|
2020
Q2 | $4K | Sell |
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|
2020
Q1 | $15K | Buy |
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|
2019
Q4 | $9K | Hold |
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|
2019
Q3 | $9K | Hold |
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|
2019
Q2 | $8K | Sell |
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|
2019
Q1 | $14K | Hold |
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|
2018
Q4 | $13K | Hold |
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|
2018
Q3 | $15K | Hold |
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|
2018
Q2 | $16K | Hold |
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|
2018
Q1 | $15K | Hold |
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|
2017
Q4 | $17K | Sell |
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|
2017
Q3 | $22K | Hold |
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|
2017
Q2 | $22K | Hold |
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|
2017
Q1 | $22K | Hold |
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|
2016
Q4 | $22K | Buy |
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|
2016
Q3 | $13K | Hold |
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|
2016
Q2 | $13K | Hold |
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|
2016
Q1 | $14K | Hold |
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|
2015
Q4 | $15K | Hold |
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|
2015
Q3 | $15K | Sell |
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|
2015
Q2 | $33K | Buy |
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|
2015
Q1 | $15K | Buy |
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|
2014
Q4 | $6K | Hold |
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|
2014
Q3 | $5K | Hold |
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|
2014
Q2 | $6K | Hold |
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|
2014
Q1 | $5K | Sell |
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|
2013
Q4 | $10K | Buy |
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