IWA
IBEX Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $297K | Sell |
3,710
-11,037
| -75% | -$884K | 0.03% | 170 |
|
|
2025
Q1 | $1.06M | Buy |
+14,747
| New | +$1.06M | 0.14% | 101 |
|
|
2024
Q3 | – | Sell |
-5,410
| Closed | -$321K | – | 277 |
|
|
2024
Q2 | $321K | Buy |
+5,410
| New | +$321K | 0.05% | 104 |
|
|
2022
Q2 | – | Sell |
-14,071
| Closed | -$682K | – | 186 |
|
|
2022
Q1 | $682K | Buy |
+14,071
| New | +$682K | 0.13% | 108 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | – | – | 435 |
|
|
2021
Q3 | $0 | Buy |
+1
| New | – | ﹤0.01% | 454 |
|
|
2020
Q3 | – | Sell |
-22,639
| Closed | -$579K | – | 109 |
|
|
2020
Q2 | $579K | Buy |
22,639
+1,352
| +6% | +$34.6K | 0.19% | 85 |
|
|
2020
Q1 | $610K | Buy |
21,287
+559
| +3% | +$16K | 0.24% | 79 |
|
|
2019
Q4 | $1.12M | Buy |
+20,728
| New | +$1.12M | 0.34% | 82 |
|
|
2019
Q3 | – | Sell |
-1
| Closed | – | – | 359 |
|
|
2019
Q2 | $0 | Buy |
+1
| New | – | ﹤0.01% | 393 |
|
|
2018
Q1 | – | Sell |
-9,159
| Closed | -$568K | – | 119 |
|
|
2017
Q4 | $568K | Buy |
9,159
+108
| +1% | +$6.7K | 0.25% | 68 |
|
|
2017
Q3 | $499K | Sell |
9,051
-458
| -5% | -$25.3K | 0.18% | 96 |
|
|
2017
Q2 | $528K | Buy |
9,509
+202
| +2% | +$11.2K | 0.21% | 94 |
|
|
2017
Q1 | $512K | Buy |
9,307
+8,852
| +1,945% | +$487K | 0.32% | 65 |
|
|
2016
Q4 | $25K | Buy |
+455
| New | +$25K | 0.01% | 208 |
|