FCA
FLC Capital Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $472K | Buy |
5,890
+2,925
| +99% | +$234K | 0.1% | 121 |
|
|
2025
Q1 | $213K | Hold |
2,965
| – | – | 0.05% | 172 |
|
|
2024
Q4 | $208K | Buy |
+2,965
| New | +$208K | 0.05% | 166 |
|
|
2023
Q2 | – | Sell |
-8,146
| Closed | -$304K | – | 157 |
|
|
2023
Q1 | $304K | Buy |
8,146
+1,000
| +14% | +$37.4K | 0.09% | 122 |
|
|
2022
Q4 | $295K | Sell |
7,146
-641
| -8% | -$26.5K | 0.09% | 127 |
|
|
2022
Q3 | $313K | Buy |
+7,787
| New | +$313K | 0.11% | 120 |
|
|
2020
Q1 | – | Sell |
-13,298
| Closed | -$715K | – | 142 |
|
|
2019
Q4 | $715K | Buy |
13,298
+866
| +7% | +$46.6K | 0.29% | 47 |
|
|
2019
Q3 | $627K | Buy |
12,432
+1,914
| +18% | +$96.5K | 0.27% | 50 |
|
|
2019
Q2 | $500K | Buy |
10,518
+2,727
| +35% | +$130K | 0.21% | 62 |
|
|
2019
Q1 | $376K | Buy |
7,791
+2,684
| +53% | +$130K | 0.17% | 70 |
|
|
2018
Q4 | $235K | Buy |
+5,107
| New | +$235K | 0.16% | 74 |
|