Capital Investment Advisory Services’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 | $1.38M | Buy |
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|
2025
Q2 | $1.31M | Buy |
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|
2025
Q1 | $1.08M | Sell |
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|
2024
Q4 | $1.06M | Sell |
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|
2024
Q3 | $951K | Sell |
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|
2024
Q2 | $1.01M | Sell |
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|
2024
Q1 | $1.11M | Sell |
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|
2023
Q4 | $1M | Sell |
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|
2023
Q3 | $859K | Sell |
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|
2023
Q2 | $902K | Buy |
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|
2023
Q1 | $739K | Sell |
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|
2022
Q4 | $876K | Buy |
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|
2022
Q3 | $812K | Sell |
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|
2022
Q2 | $794K | Buy |
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|
2022
Q1 | $911K | Sell |
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|
2021
Q4 | $1.17M | Sell |
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|
2021
Q3 | $1.14M | Sell |
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|
2021
Q2 | $1.72M | Buy |
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|
2021
Q1 | $1.01M | Buy |
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|
2020
Q4 | $572K | Buy |
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|
2020
Q3 | $397K | Sell |
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|
2020
Q2 | $474K | Buy |
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|
2020
Q1 | $519K | Buy |
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|
2019
Q4 | $749K | Buy |
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|
2019
Q3 | $575K | Sell |
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|
2019
Q2 | $535K | Buy |
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|
2019
Q1 | $435K | Buy |
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|
2018
Q4 | $410K | Sell |
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|
2018
Q3 | $476K | Buy |
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|
2018
Q2 | $423K | Buy |
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|
2018
Q1 | $355K | Buy |
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|
2017
Q1 | – | Sell |
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|
2016
Q4 | $245K | Buy |
|