First National Advisers’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 | $5.07M | Sell |
63,250
-250
| -0.4% | -$20K | 0.74% | 27 |
|
|
2025
Q1 | $4.56M | Sell |
63,500
-8,988
| -12% | -$645K | 0.73% | 33 |
|
|
2024
Q4 | $5.09M | Buy |
72,488
+3,503
| +5% | +$246K | 0.82% | 25 |
|
|
2024
Q3 | $3.9M | Buy |
68,985
+3,428
| +5% | +$194K | 0.62% | 43 |
|
|
2024
Q2 | $3.89M | Buy |
65,557
+16,098
| +33% | +$956K | 0.71% | 41 |
|
|
2024
Q1 | $2.57M | Buy |
49,459
+10,627
| +27% | +$553K | 0.58% | 54 |
|
|
2023
Q4 | $1.91M | Buy |
38,832
+14,289
| +58% | +$703K | 0.55% | 65 |
|
|
2023
Q3 | $1M | Buy |
24,543
+9,801
| +66% | +$400K | 0.45% | 79 |
|
|
2023
Q2 | $629K | Buy |
14,742
+498
| +3% | +$21.2K | 0.58% | 65 |
|
|
2023
Q1 | $532K | Buy |
14,244
+521
| +4% | +$19.5K | 0.6% | 62 |
|
|
2022
Q4 | $567K | Buy |
13,723
+3,405
| +33% | +$141K | 0.73% | 54 |
|
|
2022
Q3 | $415K | Buy |
10,318
+2,890
| +39% | +$116K | 0.61% | 60 |
|
|
2022
Q2 | $291K | Buy |
+7,428
| New | +$291K | 0.6% | 71 |
|