DA
Doliver Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $615K | Hold |
7,675
| – | – | 0.17% | 98 |
|
|
2025
Q1 | $551K | Sell |
7,675
-150
| -2% | -$10.8K | 0.15% | 98 |
|
|
2024
Q4 | $550K | Hold |
7,825
| – | – | 0.15% | 93 |
|
|
2024
Q3 | $442K | Buy |
7,825
+55
| +0.7% | +$3.11K | 0.12% | 101 |
|
|
2024
Q2 | $461K | Hold |
7,770
| – | – | 0.13% | 95 |
|
|
2024
Q1 | $450K | Sell |
7,770
-739
| -9% | -$42.8K | 0.13% | 98 |
|
|
2023
Q4 | $419K | Sell |
8,509
-711
| -8% | -$35K | 0.13% | 102 |
|
|
2023
Q3 | $377K | Sell |
9,220
-88
| -0.9% | -$3.6K | 0.11% | 109 |
|
|
2023
Q2 | $397K | Sell |
9,308
-155
| -2% | -$6.62K | 0.12% | 115 |
|
|
2023
Q1 | $354K | Buy |
9,463
+243
| +3% | +$9.08K | 0.11% | 114 |
|
|
2022
Q4 | $381K | Sell |
9,220
-50
| -0.5% | -$2.07K | 0.13% | 97 |
|
|
2022
Q3 | $373K | Sell |
9,270
-39
| -0.4% | -$1.57K | 0.14% | 94 |
|
|
2022
Q2 | $365K | Hold |
9,309
| – | – | 0.13% | 105 |
|
|
2022
Q1 | $451K | Buy |
9,309
+3,650
| +64% | +$177K | 0.14% | 101 |
|
|
2021
Q4 | $319K | Sell |
5,659
-10,243
| -64% | -$577K | 0.1% | 120 |
|
|
2021
Q3 | $738K | Buy |
15,902
+250
| +2% | +$11.6K | 0.25% | 74 |
|
|
2021
Q2 | $709K | Sell |
15,652
-91
| -0.6% | -$4.12K | 0.24% | 73 |
|
|
2021
Q1 | $615K | Sell |
15,743
-450
| -3% | -$17.6K | 0.23% | 72 |
|
|
2020
Q4 | $489K | Buy |
16,193
+25
| +0.2% | +$755 | 0.22% | 78 |
|
|
2020
Q3 | $380K | Buy |
16,168
+340
| +2% | +$7.99K | 0.19% | 92 |
|
|
2020
Q2 | $405K | Buy |
15,828
+5,453
| +53% | +$140K | 0.18% | 79 |
|
|
2020
Q1 | $295K | Buy |
10,375
+3,285
| +46% | +$93.4K | 0.15% | 81 |
|
|
2019
Q4 | $381K | Sell |
7,090
-488
| -6% | -$26.2K | 0.15% | 62 |
|
|
2019
Q3 | $380K | Buy |
7,578
+463
| +7% | +$23.2K | 0.15% | 63 |
|
|
2019
Q2 | $337K | Buy |
7,115
+700
| +11% | +$33.2K | 0.13% | 65 |
|
|
2019
Q1 | $310K | Buy |
6,415
+1,186
| +23% | +$57.3K | 0.13% | 66 |
|
|
2018
Q4 | $241K | Buy |
+5,229
| New | +$241K | 0.12% | 105 |
|
|
2018
Q1 | – | Sell |
-3,935
| Closed | -$239K | – | 373 |
|
|
2017
Q4 | $239K | Buy |
+3,935
| New | +$239K | 0.1% | 196 |
|