Dynamic Advisor Solutions’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.51M | Buy |
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|
2025
Q2 | $2.14M | Sell |
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|
2025
Q1 | $2.25M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $2.02M | Buy |
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|
2024
Q2 | $2M | Buy |
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|
2024
Q1 | $1.81M | Sell |
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|
2023
Q4 | $2.18M | Sell |
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|
2023
Q3 | $1.78M | Sell |
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|
2023
Q2 | $1.9M | Buy |
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|
2023
Q1 | $1.13M | Buy |
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|
2022
Q4 | $739K | Buy |
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|
2022
Q3 | $719K | Sell |
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|
2022
Q2 | $705K | Buy |
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|
2022
Q1 | $827K | Buy |
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|
2021
Q4 | $655K | Buy |
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|
2021
Q3 | $576K | Sell |
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|
2021
Q2 | $586K | Sell |
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|
2021
Q1 | $639K | Buy |
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|
2020
Q4 | $436K | Sell |
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|
2020
Q3 | $365K | Buy |
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|
2020
Q2 | $302K | Sell |
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|
2020
Q1 | $399K | Sell |
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|
2019
Q4 | $1.47M | Sell |
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|
2019
Q3 | $1.48M | Sell |
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|
2019
Q2 | $1.64M | Buy |
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|
2019
Q1 | $1.65M | Sell |
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|
2018
Q4 | $1.82M | Buy |
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|
2018
Q3 | $1.86M | Sell |
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|
2018
Q2 | $2.1M | Buy |
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|
2018
Q1 | $1.8M | Buy |
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|
2017
Q4 | $1.49M | Buy |
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|
2017
Q3 | $1.35M | Sell |
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|
2017
Q2 | $1.45M | Buy |
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|
2017
Q1 | $1.45M | Buy |
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|
2016
Q4 | $1.44M | Sell |
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|
2016
Q3 | $1.3M | Buy |
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|
2016
Q2 | $847K | Buy |
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|
2016
Q1 | $856K | Buy |
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|
2015
Q4 | $912K | Buy |
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|
2015
Q3 | $642K | Buy |
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|
2015
Q2 | $564K | Buy |
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|
2015
Q1 | $527K | Sell |
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|
2014
Q4 | $536K | Buy |
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|
2014
Q3 | $440K | Buy |
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|
2014
Q2 | $345K | Sell |
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|
2014
Q1 | $375K | Buy |
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|
2013
Q4 | $270K | Buy |
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