Capital Analysts LLC’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
Q2 | $322K | Buy |
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|
2025
Q1 | $287K | Buy |
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|
2024
Q4 | $280K | Buy |
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|
2024
Q3 | $183K | Buy |
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|
2024
Q2 | $186K | Buy |
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|
2024
Q1 | $157K | Buy |
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|
2023
Q4 | $133K | Buy |
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|
2023
Q3 | $98K | Sell |
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|
2023
Q2 | $106K | Buy |
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|
2023
Q1 | $89K | Buy |
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|
2022
Q4 | $98K | Sell |
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|
2022
Q3 | $107K | Sell |
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|
2022
Q2 | $114K | Buy |
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|
2022
Q1 | $141K | Buy |
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|
2021
Q4 | $133K | Buy |
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|
2021
Q3 | $127K | Buy |
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|
2021
Q2 | $111K | Sell |
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|
2021
Q1 | $96K | Buy |
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|
2020
Q4 | $55K | Sell |
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|
2020
Q3 | $65K | Buy |
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|
2020
Q2 | $71K | Buy |
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|
2020
Q1 | $78K | Buy |
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|
2019
Q4 | $144K | Buy |
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|
2019
Q3 | $46K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $5K | Sell |
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|
2018
Q3 | $137K | Hold |
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|
2018
Q2 | $144K | Buy |
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|
2018
Q1 | $131K | Sell |
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|
2017
Q4 | $340K | Hold |
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|
2017
Q3 | $309K | Sell |
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|
2017
Q2 | $424K | Hold |
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|
2017
Q1 | $426K | Buy |
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|
2016
Q4 | $409K | Hold |
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|
2016
Q3 | $329K | Sell |
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|
2016
Q2 | $835K | Sell |
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|
2016
Q1 | $1.04M | Sell |
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|
2015
Q4 | $1.26M | Buy |
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|
2015
Q3 | $1.19M | Buy |
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|
2015
Q2 | $443K | Sell |
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|
2015
Q1 | $439K | Buy |
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|
2014
Q4 | $416K | Buy |
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|
2014
Q3 | $373K | Sell |
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|
2014
Q2 | $409K | Buy |
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|
2014
Q1 | $367K | Hold |
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|
2013
Q4 | $335K | Buy |
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|
2013
Q3 | $297K | Hold |
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|
2013
Q2 | $296K | Buy |
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