Icon Wealth 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 | $637K | Sell |
7,950
-28
| -0.4% | -$2.24K | 0.05% | 221 |
|
|
2025
Q1 | $573K | Buy |
7,978
+350
| +5% | +$25.1K | 0.05% | 202 |
|
|
2024
Q4 | $536K | Sell |
7,628
-1,032
| -12% | -$72.5K | 0.04% | 205 |
|
|
2024
Q3 | $489K | Sell |
8,660
-3,641
| -30% | -$206K | 0.04% | 211 |
|
|
2024
Q2 | $730K | Buy |
12,301
+3,268
| +36% | +$194K | 0.06% | 167 |
|
|
2024
Q1 | $524K | Buy |
9,033
+1,136
| +14% | +$65.8K | 0.05% | 199 |
|
|
2023
Q4 | $389K | Buy |
+7,897
| New | +$389K | 0.04% | 225 |
|
|
2022
Q4 | $277K | Buy |
6,712
+450
| +7% | +$18.6K | 0.03% | 263 |
|
|
2022
Q3 | $252K | Buy |
+6,262
| New | +$252K | 0.03% | 267 |
|