D'Orazio & Associates’s Wells Fargo WFC Stock Holding History

D'Orazio & Associates’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$266K	Sell	3,318 -2	-0.1%	-$160	0.04%	191
2025 Q1	$238K	Buy	+3,320	New	+$238K	0.04%	197
2022 Q4	–	Sell	-6,152	Closed	-$247K	–	159
2022 Q3	$247K	Buy	+6,152	New	+$247K	0.07%	105
2021 Q4	–	Sell	-1,025	Closed	-$48K	–	706
2021 Q3	$48K	Sell	1,025 -1,536	-60%	-$71.9K	0.01%	209
2021 Q2	$116K	Buy	2,561 +1	+0%	+$45	0.03%	117
2021 Q1	$100K	Buy	2,560 +1	+0%	+$39	0.03%	121
2020 Q4	$77K	Buy	2,559 +1	+0%	+$30	0.02%	122
2020 Q3	$60K	Buy	2,558 +2	+0.1%	+$47	0.02%	128
2020 Q2	$65K	Buy	2,556 +7	+0.3%	+$178	0.03%	117
2020 Q1	$73K	Buy	2,549 +5	+0.2%	+$143	0.04%	104
2019 Q4	$137K	Buy	2,544 +3	+0.1%	+$162	0.04%	89
2019 Q3	$128K	Buy	2,541 +5	+0.2%	+$252	0.04%	89
2019 Q2	$120K	Sell	2,536 -57	-2%	-$2.7K	0.03%	91
2019 Q1	$125K	Buy	2,593 +2,214	+584%	+$107K	0.04%	88
2018 Q4	$17K	Buy	379 +3	+0.8%	+$135	0.01%	188
2018 Q3	$20K	Buy	376 +2	+0.5%	+$106	0.01%	181
2018 Q2	$21K	Buy	374 +3	+0.8%	+$168	0.01%	168
2018 Q1	$19K	Sell	371 -161	-30%	-$8.25K	0.01%	173
2017 Q4	$32K	Buy	532 +166	+45%	+$9.99K	0.01%	156
2017 Q3	$20K	Sell	366 -497	-58%	-$27.2K	0.01%	161
2017 Q2	$48K	Sell	863 -48	-5%	-$2.67K	0.02%	127
2017 Q1	$51K	Buy	911 +3	+0.3%	+$168	0.02%	118
2016 Q4	$50K	Buy	908 +2	+0.2%	+$110	0.02%	110
2016 Q3	$40K	Buy	906 +455	+101%	+$20.1K	0.02%	123
2016 Q2	$21K	Buy	451 +150	+50%	+$6.98K	0.01%	169
2016 Q1	$14K	Buy	301 +50	+20%	+$2.33K	0.01%	201
2015 Q4	$14K	Sell	251 -202	-45%	-$11.3K	0.01%	174
2015 Q3	$25K	Buy	453 +208	+85%	+$11.5K	0.01%	132
2015 Q2	$14K	Hold	245	–	–	0.01%	166
2015 Q1	$13K	Hold	245	–	–	0.01%	177
2014 Q4	$13K	Hold	245	–	–	0.01%	161
2014 Q3	$13K	Hold	245	–	–	0.01%	167
2014 Q2	$13K	Hold	245	–	–	0.01%	169
2014 Q1	$12K	Hold	245	–	–	0.01%	168
2013 Q4	$11K	Buy	+245	New	+$11K	0.01%	160