Glen Eagle 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 | $150K | Hold |
1,878
| – | – | 0.02% | 281 |
|
|
2025
Q1 | $135K | Hold |
1,878
| – | – | 0.02% | 281 |
|
|
2024
Q4 | $132K | Sell |
1,878
-30
| -2% | -$2.11K | 0.02% | 278 |
|
|
2024
Q3 | $108K | Hold |
1,908
| – | – | 0.02% | 303 |
|
|
2024
Q2 | $113K | Sell |
1,908
-432
| -18% | -$25.7K | 0.02% | 286 |
|
|
2024
Q1 | $136K | Sell |
2,340
-330
| -12% | -$19.1K | 0.03% | 275 |
|
|
2023
Q4 | $131K | Sell |
2,670
-55
| -2% | -$2.71K | 0.03% | 264 |
|
|
2023
Q3 | $111K | Buy |
2,725
+1
| +0% | +$41 | 0.03% | 276 |
|
|
2023
Q2 | $116K | Buy |
2,724
+14
| +0.5% | +$598 | 0.03% | 271 |
|
|
2023
Q1 | $101K | Sell |
2,710
-48
| -2% | -$1.79K | 0.03% | 283 |
|
|
2022
Q4 | $114K | Buy |
2,758
+1,837
| +199% | +$75.9K | 0.03% | 263 |
|
|
2022
Q3 | $37K | Sell |
921
-3,111
| -77% | -$125K | 0.01% | 392 |
|
|
2022
Q2 | $158K | Sell |
4,032
-2,890
| -42% | -$113K | 0.04% | 237 |
|
|
2022
Q1 | $335K | Buy |
6,922
+750
| +12% | +$36.3K | 0.09% | 180 |
|
|
2021
Q4 | $296K | Buy |
6,172
+1
| +0% | +$48 | 0.08% | 191 |
|
|
2021
Q3 | $286K | Hold |
6,171
| – | – | 0.08% | 183 |
|
|
2021
Q2 | $279K | Buy |
6,171
+2,651
| +75% | +$120K | 0.09% | 185 |
|
|
2021
Q1 | $138K | Buy |
3,520
+2,734
| +348% | +$107K | 0.05% | 223 |
|
|
2020
Q4 | $23.7K | Sell |
786
-150
| -16% | -$4.53K | 0.01% | 463 |
|
|
2020
Q3 | $22K | Sell |
936
-1,759
| -65% | -$41.3K | 0.01% | 448 |
|
|
2020
Q2 | $69K | Sell |
2,695
-1,700
| -39% | -$43.5K | 0.04% | 246 |
|
|
2020
Q1 | $126K | Sell |
4,395
-479
| -10% | -$13.7K | 0.09% | 167 |
|
|
2019
Q4 | $262K | Buy |
4,874
+39
| +0.8% | +$2.1K | 0.14% | 140 |
|
|
2019
Q3 | $244K | Buy |
4,835
+132
| +3% | +$6.66K | 0.16% | 128 |
|
|
2019
Q2 | $223K | Buy |
4,703
+2
| +0% | +$95 | 0.15% | 134 |
|
|
2019
Q1 | $227K | Buy |
4,701
+1
| +0% | +$48 | 0.17% | 127 |
|
|
2018
Q4 | $217K | Buy |
4,700
+1
| +0% | +$46 | 0.18% | 119 |
|
|
2018
Q3 | $247K | Buy |
4,699
+1
| +0% | +$53 | 0.18% | 122 |
|
|
2018
Q2 | $260K | Sell |
4,698
-3,809
| -45% | -$211K | 0.2% | 110 |
|
|
2018
Q1 | $446K | Sell |
8,507
-4,524
| -35% | -$237K | 0.37% | 66 |
|
|
2017
Q4 | $791K | Sell |
13,031
-896
| -6% | -$54.4K | 0.69% | 35 |
|
|
2017
Q3 | $768K | Sell |
13,927
-3,433
| -20% | -$189K | 0.72% | 31 |
|
|
2017
Q2 | $962K | Sell |
17,360
-1,611
| -8% | -$89.3K | 0.77% | 29 |
|
|
2017
Q1 | $1.06M | Sell |
18,971
-107
| -0.6% | -$5.98K | 0.91% | 22 |
|
|
2016
Q4 | $1.05M | Buy |
+19,078
| New | +$1.05M | 0.95% | 20 |
|