IFG Advisory’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-3,145
| Closed | -$221K | – | 726 |
|
|
2024
Q4 | $221K | Buy |
+3,145
| New | +$221K | 0.01% | 621 |
|
|
2024
Q3 | – | Sell |
-3,511
| Closed | -$209K | – | 623 |
|
|
2024
Q2 | $209K | Buy |
+3,511
| New | +$209K | 0.01% | 586 |
|
|
2023
Q4 | – | Sell |
-5,611
| Closed | -$229K | – | 601 |
|
|
2023
Q3 | $229K | Buy |
+5,611
| New | +$229K | 0.02% | 488 |
|
|
2023
Q2 | – | Sell |
-5,387
| Closed | -$201K | – | 506 |
|
|
2023
Q1 | $201K | Buy |
5,387
+246
| +5% | +$9.2K | 0.02% | 489 |
|
|
2022
Q4 | $212K | Sell |
5,141
-3,402
| -40% | -$140K | 0.02% | 453 |
|
|
2022
Q3 | $343K | Buy |
+8,543
| New | +$343K | 0.03% | 382 |
|
|
2022
Q2 | – | Sell |
-9,158
| Closed | -$443K | – | 531 |
|
|
2022
Q1 | $443K | Sell |
9,158
-328
| -3% | -$15.9K | 0.04% | 326 |
|
|
2021
Q4 | $455K | Sell |
9,486
-523
| -5% | -$25.1K | 0.04% | 317 |
|
|
2021
Q3 | $464K | Buy |
10,009
+245
| +3% | +$11.4K | 0.05% | 306 |
|
|
2021
Q2 | $442K | Sell |
9,764
-193
| -2% | -$8.74K | 0.05% | 316 |
|
|
2021
Q1 | $389K | Sell |
9,957
-354
| -3% | -$13.8K | 0.05% | 345 |
|
|
2020
Q4 | $311K | Sell |
10,311
-1,882
| -15% | -$56.8K | 0.04% | 342 |
|
|
2020
Q3 | $286K | Sell |
12,193
-8,248
| -40% | -$193K | 0.05% | 328 |
|
|
2020
Q2 | $523K | Buy |
20,441
+319
| +2% | +$8.16K | 0.09% | 218 |
|
|
2020
Q1 | $577K | Buy |
20,122
+2,669
| +15% | +$76.5K | 0.13% | 180 |
|
|
2019
Q4 | $938K | Buy |
17,453
+1,338
| +8% | +$71.9K | 0.17% | 144 |
|
|
2019
Q3 | $812K | Sell |
16,115
-8,854
| -35% | -$446K | 0.16% | 161 |
|
|
2019
Q2 | $1.23M | Sell |
24,969
-4,065
| -14% | -$201K | 0.22% | 95 |
|
|
2019
Q1 | $1.41M | Buy |
29,034
+2,758
| +10% | +$134K | 0.27% | 84 |
|
|
2018
Q4 | $1.26M | Sell |
26,276
-661
| -2% | -$31.7K | 0.3% | 78 |
|
|
2018
Q3 | $1.47M | Sell |
26,937
-457
| -2% | -$24.9K | 0.28% | 86 |
|
|
2018
Q2 | $1.52M | Buy |
27,394
+241
| +0.9% | +$13.4K | 0.31% | 75 |
|
|
2018
Q1 | $1.42M | Sell |
27,153
-240
| -0.9% | -$12.6K | 0.32% | 72 |
|
|
2017
Q4 | $1.66M | Buy |
+27,393
| New | +$1.66M | 0.37% | 61 |
|