Claro 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 | $671K | Sell |
8,381
-8,298
| -50% | -$665K | 0.11% | 168 |
|
|
2025
Q1 | $1.2M | Buy |
16,679
+2,408
| +17% | +$173K | 0.16% | 121 |
|
|
2024
Q4 | $1M | Sell |
14,271
-1,838
| -11% | -$129K | 0.14% | 137 |
|
|
2024
Q3 | $910K | Buy |
16,109
+2,173
| +16% | +$123K | 0.12% | 169 |
|
|
2024
Q2 | $828K | Buy |
13,936
+1,968
| +16% | +$117K | 0.13% | 160 |
|
|
2024
Q1 | $694K | Sell |
11,968
-994
| -8% | -$57.6K | 0.12% | 186 |
|
|
2023
Q4 | $638K | Sell |
12,962
-1,822
| -12% | -$89.7K | 0.14% | 177 |
|
|
2023
Q3 | $604K | Sell |
14,784
-603
| -4% | -$24.6K | 0.15% | 163 |
|
|
2023
Q2 | $657K | Buy |
15,387
+364
| +2% | +$15.5K | 0.16% | 151 |
|
|
2023
Q1 | $562K | Sell |
15,023
-3
| -0% | -$112 | 0.16% | 156 |
|
|
2022
Q4 | $620K | Buy |
15,026
+3,675
| +32% | +$152K | 0.2% | 123 |
|
|
2022
Q3 | $445K | Hold |
11,351
| – | – | 0.18% | 137 |
|
|
2022
Q2 | $445K | Sell |
11,351
-304
| -3% | -$11.9K | 0.18% | 137 |
|
|
2022
Q1 | $559K | Hold |
11,655
| – | – | 0.2% | 136 |
|
|
2021
Q4 | $559K | Buy |
11,655
+143
| +1% | +$6.86K | 0.2% | 136 |
|
|
2021
Q3 | $534K | Sell |
11,512
-1,669
| -13% | -$77.4K | 0.22% | 131 |
|
|
2021
Q2 | $597K | Buy |
13,181
+722
| +6% | +$32.7K | 0.27% | 106 |
|
|
2021
Q1 | $487K | Buy |
12,459
+1,277
| +11% | +$49.9K | 0.25% | 116 |
|
|
2020
Q4 | $337K | Sell |
11,182
-2,166
| -16% | -$65.3K | 0.18% | 147 |
|
|
2020
Q3 | $314K | Sell |
13,348
-5,362
| -29% | -$126K | 0.2% | 136 |
|
|
2020
Q2 | $479K | Sell |
18,710
-1,198
| -6% | -$30.7K | 0.33% | 86 |
|
|
2020
Q1 | $571K | Buy |
19,908
+11,145
| +127% | +$320K | 0.53% | 53 |
|
|
2019
Q4 | $471K | Buy |
8,763
+26
| +0.3% | +$1.4K | 0.36% | 84 |
|
|
2019
Q3 | $441K | Sell |
8,737
-2,322
| -21% | -$117K | 0.39% | 77 |
|
|
2019
Q2 | $523K | Sell |
11,059
-75
| -0.7% | -$3.55K | 0.48% | 60 |
|
|
2019
Q1 | $538K | Sell |
11,134
-1,393
| -11% | -$67.3K | 0.53% | 58 |
|
|
2018
Q4 | $658K | Buy |
+12,527
| New | +$658K | 0.53% | 38 |
|