Capital Investment Advisory Services’s Wells Fargo WFC Stock Holding History

Capital Investment Advisory Services’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.31M	Buy	16,294 +1,272	+8%	+$102K	0.11%	192
2025 Q1	$1.08M	Sell	15,022 -28	-0.2%	-$2.01K	0.1%	199
2024 Q4	$1.06M	Sell	15,050 -1,792	-11%	-$126K	0.1%	183
2024 Q3	$951K	Sell	16,842 -210	-1%	-$11.9K	0.09%	209
2024 Q2	$1.01M	Sell	17,052 -2,099	-11%	-$125K	0.1%	190
2024 Q1	$1.11M	Sell	19,151 -1,267	-6%	-$73.4K	0.12%	184
2023 Q4	$1M	Sell	20,418 -612	-3%	-$30.1K	0.09%	190
2023 Q3	$859K	Sell	21,030 -95	-0.4%	-$3.88K	0.08%	199
2023 Q2	$902K	Buy	21,125 +1,359	+7%	+$58K	0.09%	187
2023 Q1	$739K	Sell	19,766 -1,439	-7%	-$53.8K	0.09%	200
2022 Q4	$876K	Buy	21,205 +1,009	+5%	+$41.7K	0.1%	182
2022 Q3	$812K	Sell	20,196 -86	-0.4%	-$3.46K	0.11%	171
2022 Q2	$794K	Buy	20,282 +1,478	+8%	+$57.9K	0.1%	184
2022 Q1	$911K	Sell	18,804 -5,617	-23%	-$272K	0.1%	186
2021 Q4	$1.17M	Sell	24,421 -82	-0.3%	-$3.94K	0.14%	153
2021 Q3	$1.14M	Sell	24,503 -13,428	-35%	-$623K	0.14%	142
2021 Q2	$1.72M	Buy	37,931 +12,158	+47%	+$551K	0.22%	93
2021 Q1	$1.01M	Buy	25,773 +6,821	+36%	+$267K	0.14%	147
2020 Q4	$572K	Buy	18,952 +2,055	+12%	+$62K	0.08%	227
2020 Q3	$397K	Sell	16,897 -1,632	-9%	-$38.3K	0.07%	238
2020 Q2	$474K	Buy	18,529 +461	+3%	+$11.8K	0.1%	188
2020 Q1	$519K	Buy	18,068 +4,149	+30%	+$119K	0.13%	154
2019 Q4	$749K	Buy	13,919 +2,518	+22%	+$135K	0.2%	110
2019 Q3	$575K	Sell	11,401 -104	-0.9%	-$5.25K	0.16%	123
2019 Q2	$535K	Buy	11,505 +2,512	+28%	+$117K	0.16%	130
2019 Q1	$435K	Buy	8,993 +104	+1%	+$5.03K	0.16%	126
2018 Q4	$410K	Sell	8,889 -160	-2%	-$7.38K	0.18%	116
2018 Q3	$476K	Buy	9,049 +1,426	+19%	+$75K	0.22%	108
2018 Q2	$423K	Buy	7,623 +843	+12%	+$46.8K	0.21%	122
2018 Q1	$355K	Buy	+6,780	New	+$355K	0.2%	127
2017 Q1	–	Sell	-4,438	Closed	-$245K	–	152
2016 Q4	$245K	Buy	+4,438	New	+$245K	0.21%	106