FDx Advisors’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 | – | Sell |
-2,958
| Closed | -$212K | – | 193 |
|
|
2025
Q1 | $212K | Sell |
2,958
-639
| -18% | -$45.8K | 0.07% | 166 |
|
|
2024
Q4 | $253K | Sell |
3,597
-115
| -3% | -$8.09K | 0.07% | 154 |
|
|
2024
Q3 | $210K | Sell |
3,712
-209
| -5% | -$11.8K | 0.06% | 195 |
|
|
2024
Q2 | $233K | Sell |
3,921
-19,884
| -84% | -$1.18M | 0.06% | 178 |
|
|
2024
Q1 | $1.38M | Sell |
23,805
-47,899
| -67% | -$2.78M | 0.21% | 108 |
|
|
2023
Q4 | $3.53M | Buy |
71,704
+10,971
| +18% | +$540K | 0.27% | 89 |
|
|
2023
Q3 | $2.48M | Buy |
60,733
+4,839
| +9% | +$198K | 0.21% | 114 |
|
|
2023
Q2 | $2.39M | Sell |
55,894
-2,663
| -5% | -$114K | 0.13% | 169 |
|
|
2023
Q1 | $2.42M | Hold |
58,557
| – | – | 0.11% | 178 |
|
|
2022
Q4 | $2.42M | Sell |
58,557
-6,583
| -10% | -$272K | 0.11% | 178 |
|
|
2022
Q3 | $2.62M | Buy |
65,140
+15,683
| +32% | +$631K | 0.12% | 157 |
|
|
2022
Q2 | $1.94M | Buy |
49,457
+14,945
| +43% | +$585K | 0.07% | 209 |
|
|
2022
Q1 | $1.67M | Buy |
34,512
+5,474
| +19% | +$265K | 0.06% | 237 |
|
|
2021
Q4 | $1.39M | Buy |
29,038
+15,052
| +108% | +$722K | 0.04% | 290 |
|
|
2021
Q3 | $649K | Sell |
13,986
-9,303
| -40% | -$432K | 0.02% | 436 |
|
|
2021
Q2 | $1.06M | Sell |
23,289
-6,949
| -23% | -$315K | 0.04% | 323 |
|
|
2021
Q1 | $1.18M | Buy |
30,238
+6,586
| +28% | +$257K | 0.04% | 263 |
|
|
2020
Q4 | $714K | Sell |
23,652
-4,166
| -15% | -$126K | 0.03% | 349 |
|
|
2020
Q3 | $654K | Sell |
27,818
-35,685
| -56% | -$839K | 0.03% | 316 |
|
|
2020
Q2 | $1.63M | Sell |
63,503
-19,374
| -23% | -$496K | 0.09% | 168 |
|
|
2020
Q1 | $2.38M | Sell |
82,877
-9,494
| -10% | -$273K | 0.15% | 120 |
|
|
2019
Q4 | $4.97M | Buy |
92,371
+5,588
| +6% | +$301K | 0.27% | 86 |
|
|
2019
Q3 | $4.38M | Sell |
86,783
-67,476
| -44% | -$3.4M | 0.3% | 76 |
|
|
2019
Q2 | $7.3M | Buy |
154,259
+20,120
| +15% | +$952K | 0.29% | 78 |
|
|
2019
Q1 | $6.48M | Buy |
134,139
+66,760
| +99% | +$3.23M | 0.26% | 75 |
|
|
2018
Q4 | $3.11M | Sell |
67,379
-84,225
| -56% | -$3.88M | 0.26% | 70 |
|
|
2018
Q3 | $7.97M | Sell |
151,604
-9,724
| -6% | -$511K | 0.3% | 65 |
|
|
2018
Q2 | $8.94M | Sell |
161,328
-143,125
| -47% | -$7.93M | 0.32% | 60 |
|
|
2018
Q1 | $16M | Sell |
304,453
-36,784
| -11% | -$1.93M | 0.48% | 35 |
|
|
2017
Q4 | $20.7M | Buy |
341,237
+30,700
| +10% | +$1.86M | 0.56% | 28 |
|
|
2017
Q3 | $17.1M | Buy |
310,537
+24,556
| +9% | +$1.35M | 0.47% | 38 |
|
|
2017
Q2 | $15.8M | Buy |
285,981
+26,964
| +10% | +$1.49M | 0.47% | 35 |
|
|
2017
Q1 | $14.4M | Sell |
259,017
-31,314
| -11% | -$1.74M | 0.44% | 41 |
|
|
2016
Q4 | $16M | Buy |
290,331
+76,801
| +36% | +$4.23M | 0.46% | 39 |
|
|
2016
Q3 | $9.46M | Buy |
213,530
+8,354
| +4% | +$370K | 0.39% | 45 |
|
|
2016
Q2 | $9.71M | Sell |
205,176
-32,681
| -14% | -$1.55M | 0.44% | 37 |
|
|
2016
Q1 | $11.5M | Buy |
237,857
+9,331
| +4% | +$451K | 0.53% | 34 |
|
|
2015
Q4 | $12.4M | Buy |
228,526
+47,106
| +26% | +$2.56M | 0.56% | 38 |
|
|
2015
Q3 | $9.32M | Sell |
181,420
-2,538
| -1% | -$130K | 0.8% | 25 |
|
|
2015
Q2 | $10.3M | Sell |
183,958
-27,842
| -13% | -$1.57M | 0.51% | 44 |
|
|
2015
Q1 | $11.5M | Buy |
211,800
+24,066
| +13% | +$1.31M | 0.25% | 90 |
|
|
2014
Q4 | $10.3M | Buy |
187,734
+12,294
| +7% | +$674K | 0.63% | 24 |
|
|
2014
Q3 | $9.1M | Buy |
175,440
+4,392
| +3% | +$228K | 0.59% | 22 |
|
|
2014
Q2 | $8.99M | Buy |
171,048
+30,390
| +22% | +$1.6M | 0.59% | 21 |
|
|
2014
Q1 | $7M | Buy |
140,658
+27,702
| +25% | +$1.38M | 0.58% | 23 |
|
|
2013
Q4 | $5.13M | Buy |
112,956
+3,100
| +3% | +$141K | 0.51% | 26 |
|
|
2013
Q3 | $4.54M | Buy |
109,856
+18,078
| +20% | +$747K | 0.54% | 25 |
|
|
2013
Q2 | $3.79M | Buy |
+91,778
| New | +$3.79M | 0.5% | 31 |
|