Capstone Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $259K | Buy |
3,228
+1
| +0% | +$80 | 0.02% | 134 |
|
|
2025
Q1 | $232K | Hold |
3,227
| – | – | 0.01% | 129 |
|
|
2024
Q4 | $227K | Buy |
+3,227
| New | +$227K | 0.01% | 134 |
|
|
2024
Q1 | – | Sell |
-4,657
| Closed | -$229K | – | 158 |
|
|
2023
Q4 | $229K | Buy |
+4,657
| New | +$229K | 0.02% | 123 |
|
|
2021
Q3 | – | Sell |
-5,125
| Closed | -$232K | – | 152 |
|
|
2021
Q2 | $232K | Buy |
+5,125
| New | +$232K | 0.02% | 121 |
|
|
2020
Q4 | – | Sell |
-11,675
| Closed | -$274K | – | 126 |
|
|
2020
Q3 | $274K | Sell |
11,675
-320
| -3% | -$7.51K | 0.03% | 79 |
|
|
2020
Q2 | $307K | Buy |
11,995
+3,011
| +34% | +$77.1K | 0.04% | 65 |
|
|
2020
Q1 | $258K | Buy |
8,984
+4,974
| +124% | +$143K | 0.03% | 64 |
|
|
2019
Q4 | $216K | Buy |
+4,010
| New | +$216K | 0.03% | 83 |
|
|
2018
Q1 | – | Sell |
-5,741
| Closed | -$348K | – | 102 |
|
|
2017
Q4 | $348K | Sell |
5,741
-1,894
| -25% | -$115K | 0.13% | 47 |
|
|
2017
Q3 | $421K | Sell |
7,635
-24
| -0.3% | -$1.32K | 0.19% | 37 |
|
|
2017
Q2 | $424K | Sell |
7,659
-2,810
| -27% | -$156K | 0.21% | 39 |
|
|
2017
Q1 | $583K | Buy |
10,469
+52
| +0.5% | +$2.9K | 0.3% | 29 |
|
|
2016
Q4 | $574K | Sell |
10,417
-2,152
| -17% | -$119K | 0.26% | 31 |
|
|
2016
Q3 | $557K | Sell |
12,569
-316
| -2% | -$14K | 0.3% | 31 |
|
|
2016
Q2 | $610K | Buy |
12,885
+8,450
| +191% | +$400K | 0.33% | 27 |
|
|
2016
Q1 | $214K | Buy |
4,435
+236
| +6% | +$11.4K | 0.08% | 59 |
|
|
2015
Q4 | $228K | Sell |
4,199
-200
| -5% | -$10.9K | 0.08% | 56 |
|
|
2015
Q3 | $226K | Sell |
4,399
-203
| -4% | -$10.4K | 0.1% | 54 |
|
|
2015
Q2 | $259K | Sell |
4,602
-2,040
| -31% | -$115K | 0.1% | 65 |
|
|
2015
Q1 | $361K | Buy |
6,642
+1,646
| +33% | +$89.5K | 0.14% | 49 |
|
|
2014
Q4 | $274K | Buy |
4,996
+220
| +5% | +$12.1K | 0.09% | 60 |
|
|
2014
Q3 | $248K | Buy |
4,776
+600
| +14% | +$31.2K | 0.15% | 50 |
|
|
2014
Q2 | $219K | Sell |
4,176
-1,709
| -29% | -$89.6K | 0.15% | 52 |
|
|
2014
Q1 | $293K | Buy |
5,885
+1,367
| +30% | +$68.1K | 0.18% | 40 |
|
|
2013
Q4 | $205K | Buy |
+4,518
| New | +$205K | 0.13% | 52 |
|