Great Valley Advisor Group’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 | $1.36M | Sell |
16,909
-550
| -3% | -$44.1K | 0.03% | 400 |
|
|
2025
Q1 | $1.25M | Sell |
17,459
-768
| -4% | -$55.1K | 0.03% | 405 |
|
|
2024
Q4 | $1.28M | Sell |
18,227
-4,978
| -21% | -$350K | 0.03% | 391 |
|
|
2024
Q3 | $1.31M | Buy |
23,205
+487
| +2% | +$27.5K | 0.03% | 381 |
|
|
2024
Q2 | $1.35M | Sell |
22,718
-719
| -3% | -$42.7K | 0.04% | 335 |
|
|
2024
Q1 | $1.36M | Buy |
23,437
+822
| +4% | +$47.6K | 0.04% | 321 |
|
|
2023
Q4 | $1.11M | Buy |
22,615
+4,053
| +22% | +$200K | 0.04% | 323 |
|
|
2023
Q3 | $758K | Buy |
18,562
+240
| +1% | +$9.8K | 0.03% | 363 |
|
|
2023
Q2 | $782K | Buy |
18,322
+1,509
| +9% | +$64.4K | 0.03% | 349 |
|
|
2023
Q1 | $628K | Buy |
16,813
+236
| +1% | +$8.82K | 0.03% | 393 |
|
|
2022
Q4 | $684K | Sell |
16,577
-1,352
| -8% | -$55.8K | 0.04% | 382 |
|
|
2022
Q3 | $721K | Buy |
17,929
+1,031
| +6% | +$41.5K | 0.04% | 356 |
|
|
2022
Q2 | $662K | Sell |
16,898
-6,229
| -27% | -$244K | 0.04% | 375 |
|
|
2022
Q1 | $1.12M | Buy |
23,127
+13,248
| +134% | +$642K | 0.07% | 268 |
|
|
2021
Q4 | $472K | Sell |
9,879
-694
| -7% | -$33.2K | 0.03% | 397 |
|
|
2021
Q3 | $490K | Sell |
10,573
-382
| -3% | -$17.7K | 0.03% | 365 |
|
|
2021
Q2 | $493K | Buy |
10,955
+97
| +0.9% | +$4.37K | 0.04% | 355 |
|
|
2021
Q1 | $425K | Buy |
+10,858
| New | +$425K | 0.04% | 337 |
|
|
2020
Q3 | – | Sell |
-9,861
| Closed | -$253K | – | 455 |
|
|
2020
Q2 | $253K | Buy |
9,861
+104
| +1% | +$2.67K | 0.04% | 344 |
|
|
2020
Q1 | $280K | Buy |
9,757
+2,796
| +40% | +$80.2K | 0.07% | 247 |
|
|
2019
Q4 | $375K | Sell |
6,961
-85
| -1% | -$4.58K | 0.08% | 246 |
|
|
2019
Q3 | $356K | Buy |
7,046
+383
| +6% | +$19.4K | 0.09% | 243 |
|
|
2019
Q2 | $315K | Sell |
6,663
-1,731
| -21% | -$81.8K | 0.08% | 245 |
|
|
2019
Q1 | $406K | Sell |
8,394
-1,308
| -13% | -$63.3K | 0.13% | 178 |
|
|
2018
Q4 | $400K | Buy |
+9,702
| New | +$400K | 0.15% | 127 |
|