Foundations Investment 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 | $3.51M | Buy |
43,845
+5,609
| +15% | +$449K | 0.06% | 244 |
|
|
2025
Q1 | $2.74M | Buy |
38,236
+13,355
| +54% | +$959K | 0.05% | 259 |
|
|
2024
Q4 | $1.75M | Buy |
24,881
+3,398
| +16% | +$239K | 0.03% | 308 |
|
|
2024
Q3 | $1.21M | Buy |
21,483
+1,179
| +6% | +$66.6K | 0.03% | 332 |
|
|
2024
Q2 | $1.21M | Sell |
20,304
-8,742
| -30% | -$519K | 0.03% | 308 |
|
|
2024
Q1 | $1.68M | Sell |
29,046
-1,361
| -4% | -$78.9K | 0.04% | 250 |
|
|
2023
Q4 | $1.48M | Sell |
30,407
-24,421
| -45% | -$1.19M | 0.04% | 260 |
|
|
2023
Q3 | $2.24M | Buy |
54,828
+19,164
| +54% | +$783K | 0.07% | 209 |
|
|
2023
Q2 | $1.52M | Sell |
35,664
-4,609
| -11% | -$197K | 0.05% | 218 |
|
|
2023
Q1 | $1.51M | Buy |
40,273
+4,311
| +12% | +$161K | 0.05% | 191 |
|
|
2022
Q4 | $1.48M | Buy |
35,962
+9,888
| +38% | +$408K | 0.06% | 162 |
|
|
2022
Q3 | $1.05M | Buy |
26,074
+10,047
| +63% | +$404K | 0.05% | 165 |
|
|
2022
Q2 | $633K | Buy |
16,027
+4,776
| +42% | +$189K | 0.03% | 195 |
|
|
2022
Q1 | $521K | Buy |
11,251
+1,622
| +17% | +$75.1K | 0.02% | 188 |
|
|
2021
Q4 | $543K | Buy |
9,629
+4,716
| +96% | +$266K | 0.02% | 193 |
|
|
2021
Q3 | $236K | Buy |
+4,913
| New | +$236K | 0.01% | 278 |
|
|
2020
Q1 | – | Sell |
-5,080
| Closed | -$270K | – | 149 |
|
|
2019
Q4 | $270K | Sell |
5,080
-2,468
| -33% | -$131K | 0.03% | 112 |
|
|
2019
Q3 | $366K | Buy |
7,548
+819
| +12% | +$39.7K | 0.05% | 98 |
|
|
2019
Q2 | $321K | Buy |
6,729
+570
| +9% | +$27.2K | 0.05% | 95 |
|
|
2019
Q1 | $298K | Sell |
6,159
-175
| -3% | -$8.47K | 0.05% | 78 |
|
|
2018
Q4 | $312K | Sell |
6,334
-1,264
| -17% | -$62.3K | 0.07% | 83 |
|
|
2018
Q3 | $399K | Buy |
7,598
+1,525
| +25% | +$80.1K | 0.1% | 72 |
|
|
2018
Q2 | $337K | Buy |
+6,073
| New | +$337K | 0.09% | 70 |
|