Dynamic Advisor Solutions’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.14M | Sell |
26,685
-4,690
| -15% | -$376K | 0.07% | 294 |
|
|
2025
Q1 | $2.25M | Buy |
+31,375
| New | +$2.25M | 0.07% | 260 |
|
|
2024
Q4 | – | Sell |
-35,704
| Closed | -$2.02M | – | 915 |
|
|
2024
Q3 | $2.02M | Buy |
35,704
+1,965
| +6% | +$111K | 0.06% | 293 |
|
|
2024
Q2 | $2M | Buy |
33,739
+2,558
| +8% | +$152K | 0.06% | 290 |
|
|
2024
Q1 | $1.81M | Sell |
31,181
-12,425
| -28% | -$720K | 0.06% | 316 |
|
|
2023
Q4 | $2.18M | Sell |
43,606
-36
| -0.1% | -$1.8K | 0.08% | 269 |
|
|
2023
Q3 | $1.78M | Sell |
43,642
-793
| -2% | -$32.4K | 0.08% | 252 |
|
|
2023
Q2 | $1.9M | Buy |
44,435
+14,312
| +48% | +$611K | 0.1% | 229 |
|
|
2023
Q1 | $1.13M | Buy |
30,123
+12,223
| +68% | +$457K | 0.07% | 295 |
|
|
2022
Q4 | $739K | Buy |
17,900
+22
| +0.1% | +$908 | 0.05% | 338 |
|
|
2022
Q3 | $719K | Sell |
17,878
-119
| -0.7% | -$4.79K | 0.05% | 308 |
|
|
2022
Q2 | $705K | Buy |
17,997
+922
| +5% | +$36.1K | 0.05% | 313 |
|
|
2022
Q1 | $827K | Buy |
17,075
+3,430
| +25% | +$166K | 0.06% | 307 |
|
|
2021
Q4 | $655K | Buy |
13,645
+1,244
| +10% | +$59.7K | 0.05% | 369 |
|
|
2021
Q3 | $576K | Sell |
12,401
-544
| -4% | -$25.3K | 0.04% | 408 |
|
|
2021
Q2 | $586K | Sell |
12,945
-3,412
| -21% | -$154K | 0.05% | 393 |
|
|
2021
Q1 | $639K | Buy |
16,357
+1,915
| +13% | +$74.8K | 0.06% | 325 |
|
|
2020
Q4 | $436K | Sell |
14,442
-1,086
| -7% | -$32.8K | 0.04% | 393 |
|
|
2020
Q3 | $365K | Buy |
15,528
+3,713
| +31% | +$87.3K | 0.04% | 377 |
|
|
2020
Q2 | $302K | Sell |
11,815
-2,085
| -15% | -$53.3K | 0.04% | 384 |
|
|
2020
Q1 | $399K | Sell |
13,900
-13,445
| -49% | -$386K | 0.07% | 278 |
|
|
2019
Q4 | $1.47M | Sell |
27,345
-2,009
| -7% | -$108K | 0.2% | 128 |
|
|
2019
Q3 | $1.48M | Sell |
29,354
-5,277
| -15% | -$266K | 0.23% | 113 |
|
|
2019
Q2 | $1.64M | Buy |
34,631
+403
| +1% | +$19.1K | 0.26% | 99 |
|
|
2019
Q1 | $1.65M | Sell |
34,228
-2,093
| -6% | -$101K | 0.31% | 89 |
|
|
2018
Q4 | $1.82M | Buy |
36,321
+855
| +2% | +$42.9K | 0.39% | 72 |
|
|
2018
Q3 | $1.86M | Sell |
35,466
-2,448
| -6% | -$129K | 0.39% | 79 |
|
|
2018
Q2 | $2.1M | Buy |
37,914
+3,520
| +10% | +$195K | 0.48% | 56 |
|
|
2018
Q1 | $1.8M | Buy |
34,394
+9,805
| +40% | +$514K | 0.46% | 66 |
|
|
2017
Q4 | $1.49M | Buy |
24,589
+89
| +0.4% | +$5.4K | 0.49% | 73 |
|
|
2017
Q3 | $1.35M | Sell |
24,500
-1,644
| -6% | -$90.7K | 0.53% | 64 |
|
|
2017
Q2 | $1.45M | Buy |
26,144
+58
| +0.2% | +$3.22K | 0.56% | 58 |
|
|
2017
Q1 | $1.45M | Buy |
26,086
+41
| +0.2% | +$2.28K | 0.57% | 48 |
|
|
2016
Q4 | $1.44M | Sell |
26,045
-3,403
| -12% | -$187K | 0.57% | 49 |
|
|
2016
Q3 | $1.3M | Buy |
29,448
+11,558
| +65% | +$512K | 0.49% | 59 |
|
|
2016
Q2 | $847K | Buy |
17,890
+193
| +1% | +$9.14K | 0.34% | 77 |
|
|
2016
Q1 | $856K | Buy |
17,697
+916
| +5% | +$44.3K | 0.36% | 73 |
|
|
2015
Q4 | $912K | Buy |
16,781
+4,277
| +34% | +$232K | 0.38% | 75 |
|
|
2015
Q3 | $642K | Buy |
12,504
+2,480
| +25% | +$127K | 0.32% | 81 |
|
|
2015
Q2 | $564K | Buy |
10,024
+342
| +4% | +$19.2K | 0.33% | 85 |
|
|
2015
Q1 | $527K | Sell |
9,682
-97
| -1% | -$5.28K | 0.26% | 112 |
|
|
2014
Q4 | $536K | Buy |
9,779
+1,288
| +15% | +$70.6K | 0.29% | 106 |
|
|
2014
Q3 | $440K | Buy |
8,491
+1,931
| +29% | +$100K | 0.24% | 124 |
|
|
2014
Q2 | $345K | Sell |
6,560
-972
| -13% | -$51.1K | 0.21% | 141 |
|
|
2014
Q1 | $375K | Buy |
7,532
+1,592
| +27% | +$79.3K | 0.26% | 131 |
|
|
2013
Q4 | $270K | Buy |
+5,940
| New | +$270K | 0.2% | 161 |
|