FAS Wealth Partners’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 | $718K | Buy |
8,961
+88
| +1% | +$7.05K | 0.05% | 184 |
|
|
2025
Q1 | $637K | Buy |
8,873
+24
| +0.3% | +$1.72K | 0.05% | 183 |
|
|
2024
Q4 | $622K | Buy |
8,849
+42
| +0.5% | +$2.95K | 0.05% | 186 |
|
|
2024
Q3 | $497K | Buy |
8,807
+52
| +0.6% | +$2.94K | 0.04% | 211 |
|
|
2024
Q2 | $520K | Buy |
8,755
+28
| +0.3% | +$1.66K | 0.04% | 203 |
|
|
2024
Q1 | $506K | Sell |
8,727
-657
| -7% | -$38.1K | 0.04% | 203 |
|
|
2023
Q4 | $462K | Buy |
9,384
+967
| +11% | +$47.6K | 0.04% | 205 |
|
|
2023
Q3 | $344K | Buy |
8,417
+8
| +0.1% | +$327 | 0.04% | 218 |
|
|
2023
Q2 | $359K | Buy |
8,409
+59
| +0.7% | +$2.52K | 0.05% | 201 |
|
|
2023
Q1 | $312K | Sell |
8,350
-2,945
| -26% | -$110K | 0.03% | 232 |
|
|
2022
Q4 | $466K | Buy |
11,295
+129
| +1% | +$5.33K | 0.05% | 201 |
|
|
2022
Q3 | $449K | Buy |
11,166
+73
| +0.7% | +$2.94K | 0.05% | 189 |
|
|
2022
Q2 | $435K | Buy |
11,093
+628
| +6% | +$24.6K | 0.05% | 194 |
|
|
2022
Q1 | $507K | Sell |
10,465
-344
| -3% | -$16.7K | 0.05% | 190 |
|
|
2021
Q4 | $519K | Buy |
10,809
+30
| +0.3% | +$1.44K | 0.05% | 194 |
|
|
2021
Q3 | $500K | Buy |
10,779
+58
| +0.5% | +$2.69K | 0.05% | 182 |
|
|
2021
Q2 | $486K | Sell |
10,721
-89
| -0.8% | -$4.04K | 0.05% | 184 |
|
|
2021
Q1 | $422K | Buy |
10,810
+27
| +0.3% | +$1.05K | 0.04% | 188 |
|
|
2020
Q4 | $325K | Sell |
10,783
-1,272
| -11% | -$38.3K | 0.04% | 201 |
|
|
2020
Q3 | $283K | Buy |
12,055
+113
| +0.9% | +$2.65K | 0.04% | 204 |
|
|
2020
Q2 | $306K | Buy |
11,942
+1,731
| +17% | +$44.4K | 0.05% | 192 |
|
|
2020
Q1 | $293K | Buy |
10,211
+951
| +10% | +$27.3K | 0.05% | 171 |
|
|
2019
Q4 | $498K | Buy |
9,260
+64
| +0.7% | +$3.44K | 0.08% | 137 |
|
|
2019
Q3 | $464K | Sell |
9,196
-441
| -5% | -$22.3K | 0.08% | 134 |
|
|
2019
Q2 | $456K | Sell |
9,637
-249
| -3% | -$11.8K | 0.08% | 133 |
|
|
2019
Q1 | $478K | Buy |
9,886
+1,139
| +13% | +$55.1K | 0.09% | 131 |
|
|
2018
Q4 | $403K | Buy |
8,747
+55
| +0.6% | +$2.53K | 0.09% | 136 |
|
|
2018
Q3 | $457K | Buy |
8,692
+33
| +0.4% | +$1.74K | 0.1% | 126 |
|
|
2018
Q2 | $480K | Buy |
8,659
+2,937
| +51% | +$163K | 0.13% | 111 |
|
|
2018
Q1 | $300K | Sell |
5,722
-1,185
| -17% | -$62.1K | 0.09% | 140 |
|
|
2017
Q4 | $419K | Buy |
6,907
+26
| +0.4% | +$1.58K | 0.11% | 123 |
|
|
2017
Q3 | $380K | Sell |
6,881
-186
| -3% | -$10.3K | 0.11% | 124 |
|
|
2017
Q2 | $392K | Buy |
7,067
+42
| +0.6% | +$2.33K | 0.12% | 113 |
|
|
2017
Q1 | $391K | Buy |
7,025
+437
| +7% | +$24.3K | 0.12% | 113 |
|
|
2016
Q4 | $363K | Buy |
6,588
+53
| +0.8% | +$2.92K | 0.11% | 107 |
|
|
2016
Q3 | $289K | Buy |
6,535
+575
| +10% | +$25.4K | 0.09% | 118 |
|
|
2016
Q2 | $282K | Sell |
5,960
-278
| -4% | -$13.2K | 0.1% | 119 |
|
|
2016
Q1 | $302K | Buy |
6,238
+182
| +3% | +$8.81K | 0.16% | 91 |
|
|
2015
Q4 | $329K | Buy |
6,056
+340
| +6% | +$18.5K | 0.16% | 85 |
|
|
2015
Q3 | $294K | Buy |
5,716
+35
| +0.6% | +$1.8K | 0.17% | 77 |
|
|
2015
Q2 | $319K | Buy |
+5,681
| New | +$319K | 0.16% | 79 |
|