Detalus 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 | $435K | Hold |
5,435
| – | – | 0.13% | 103 |
|
|
2025
Q1 | $390K | Buy |
5,435
+35
| +0.6% | +$2.51K | 0.12% | 99 |
|
|
2024
Q4 | $379K | Sell |
5,400
-200
| -4% | -$14K | 0.12% | 95 |
|
|
2024
Q3 | $316K | Hold |
5,600
| – | – | 0.11% | 114 |
|
|
2024
Q2 | $333K | Hold |
5,600
| – | – | 0.11% | 100 |
|
|
2024
Q1 | $325K | Hold |
5,600
| – | – | 0.12% | 101 |
|
|
2023
Q4 | $276K | Hold |
5,600
| – | – | 0.11% | 113 |
|
|
2023
Q3 | $229K | Hold |
5,600
| – | – | 0.11% | 119 |
|
|
2023
Q2 | $239K | Hold |
5,600
| – | – | 0.11% | 122 |
|
|
2023
Q1 | $209K | Hold |
5,600
| – | – | 0.1% | 127 |
|
|
2022
Q4 | $231K | Hold |
5,600
| – | – | 0.11% | 119 |
|
|
2022
Q3 | $225K | Hold |
5,600
| – | – | 0.13% | 112 |
|
|
2022
Q2 | $219K | Sell |
5,600
-43
| -0.8% | -$1.68K | 0.13% | 104 |
|
|
2022
Q1 | $273K | Buy |
5,643
+43
| +0.8% | +$2.08K | 0.14% | 90 |
|
|
2021
Q4 | $269K | Sell |
5,600
-350
| -6% | -$16.8K | 0.13% | 95 |
|
|
2021
Q3 | $276K | Hold |
5,950
| – | – | 0.14% | 93 |
|
|
2021
Q2 | $269K | Hold |
5,950
| – | – | 0.14% | 95 |
|
|
2021
Q1 | $232K | Buy |
+5,950
| New | +$232K | 0.14% | 95 |
|
|
2020
Q1 | – | Sell |
-6,606
| Closed | -$355K | – | 104 |
|
|
2019
Q4 | $355K | Buy |
+6,606
| New | +$355K | 0.26% | 64 |
|