Good Life 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 | $714K | Sell |
8,906
-2,507
| -22% | -$201K | 0.04% | 250 |
|
|
2025
Q1 | $819K | Sell |
11,413
-73
| -0.6% | -$5.24K | 0.06% | 215 |
|
|
2024
Q4 | $807K | Sell |
11,486
-311
| -3% | -$21.8K | 0.06% | 215 |
|
|
2024
Q3 | $666K | Buy |
11,797
+637
| +6% | +$36K | 0.04% | 282 |
|
|
2024
Q2 | $663K | Sell |
11,160
-314
| -3% | -$18.6K | 0.05% | 214 |
|
|
2024
Q1 | $665K | Buy |
11,474
+306
| +3% | +$17.7K | 0.06% | 203 |
|
|
2023
Q4 | $550K | Buy |
11,168
+63
| +0.6% | +$3.1K | 0.05% | 217 |
|
|
2023
Q3 | $454K | Sell |
11,105
-771
| -6% | -$31.5K | 0.05% | 226 |
|
|
2023
Q2 | $507K | Sell |
11,876
-1,362
| -10% | -$58.1K | 0.06% | 218 |
|
|
2023
Q1 | $495K | Buy |
13,238
+259
| +2% | +$9.68K | 0.06% | 206 |
|
|
2022
Q4 | $536K | Buy |
12,979
+693
| +6% | +$28.6K | 0.07% | 185 |
|
|
2022
Q3 | $494K | Buy |
12,286
+92
| +0.8% | +$3.7K | 0.07% | 188 |
|
|
2022
Q2 | $478K | Sell |
12,194
-69
| -0.6% | -$2.71K | 0.07% | 193 |
|
|
2022
Q1 | $594K | Sell |
12,263
-96
| -0.8% | -$4.65K | 0.07% | 181 |
|
|
2021
Q4 | $593K | Sell |
12,359
-231
| -2% | -$11.1K | 0.07% | 185 |
|
|
2021
Q3 | $584K | Buy |
12,590
+3,629
| +40% | +$168K | 0.08% | 179 |
|
|
2021
Q2 | $406K | Sell |
8,961
-928
| -9% | -$42K | 0.08% | 192 |
|
|
2021
Q1 | $386K | Sell |
9,889
-179
| -2% | -$6.99K | 0.08% | 192 |
|
|
2020
Q4 | $304K | Buy |
10,068
+79
| +0.8% | +$2.39K | 0.07% | 190 |
|
|
2020
Q3 | $234K | Sell |
9,989
-2,012
| -17% | -$47.1K | 0.06% | 202 |
|
|
2020
Q2 | $308K | Buy |
12,001
+1,266
| +12% | +$32.5K | 0.09% | 163 |
|
|
2020
Q1 | $306K | Sell |
10,735
-453
| -4% | -$12.9K | 0.11% | 152 |
|
|
2019
Q4 | $599K | Sell |
11,188
-350
| -3% | -$18.7K | 0.17% | 107 |
|
|
2019
Q3 | $584K | Sell |
11,538
-96
| -0.8% | -$4.86K | 0.18% | 100 |
|
|
2019
Q2 | $551K | Buy |
11,634
+19
| +0.2% | +$900 | 0.16% | 108 |
|
|
2019
Q1 | $560K | Sell |
11,615
-221
| -2% | -$10.7K | 0.17% | 109 |
|
|
2018
Q4 | $545K | Sell |
11,836
-522
| -4% | -$24K | 0.18% | 103 |
|
|
2018
Q3 | $647K | Buy |
12,358
+262
| +2% | +$13.7K | 0.19% | 95 |
|
|
2018
Q2 | $667K | Sell |
12,096
-2,463
| -17% | -$136K | 0.21% | 86 |
|
|
2018
Q1 | $743K | Sell |
14,559
-5,550
| -28% | -$283K | 0.25% | 72 |
|
|
2017
Q4 | $1.25M | Buy |
20,109
+352
| +2% | +$21.9K | 0.39% | 44 |
|
|
2017
Q3 | $1.08M | Sell |
19,757
-2,908
| -13% | -$159K | 0.41% | 46 |
|
|
2017
Q2 | $1.26M | Buy |
22,665
+4,076
| +22% | +$227K | 0.55% | 39 |
|
|
2017
Q1 | $1.01M | Buy |
18,589
+6,337
| +52% | +$345K | 0.48% | 41 |
|
|
2016
Q4 | $666K | Buy |
+12,252
| New | +$666K | 0.39% | 50 |
|