IAA
Independent Advisor Alliance’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.43M | Sell |
80,212
-1,720
| -2% | -$138K | 0.19% | 91 |
|
|
2025
Q1 | $5.88M | Buy |
81,932
+4,960
| +6% | +$356K | 0.19% | 89 |
|
|
2024
Q4 | $5.41M | Buy |
76,972
+13,305
| +21% | +$935K | 0.07% | 253 |
|
|
2024
Q3 | $3.6M | Buy |
63,667
+700
| +1% | +$39.5K | 0.13% | 137 |
|
|
2024
Q2 | $3.74M | Buy |
62,967
+410
| +0.7% | +$24.4K | 0.13% | 136 |
|
|
2024
Q1 | $3.63M | Sell |
62,557
-6,836
| -10% | -$396K | 0.13% | 138 |
|
|
2023
Q4 | $3.35M | Sell |
69,393
-1,200
| -2% | -$57.9K | 0.12% | 142 |
|
|
2023
Q3 | $2.88M | Sell |
70,593
-13,364
| -16% | -$546K | 0.13% | 151 |
|
|
2023
Q2 | $3.58M | Sell |
83,957
-2,343
| -3% | -$100K | 0.16% | 125 |
|
|
2023
Q1 | $3.23M | Sell |
86,300
-3,680
| -4% | -$138K | 0.16% | 123 |
|
|
2022
Q4 | $242K | Buy |
89,980
+5,568
| +7% | +$15K | 0.08% | 131 |
|
|
2022
Q3 | $3.4M | Sell |
84,412
-2,544
| -3% | -$102K | 0.2% | 103 |
|
|
2022
Q2 | $3.41M | Sell |
86,956
-4,166
| -5% | -$163K | 0.19% | 109 |
|
|
2022
Q1 | $4.42M | Buy |
91,122
+35,388
| +63% | +$1.71M | 0.21% | 96 |
|
|
2021
Q4 | $2.67M | Sell |
55,734
-25,694
| -32% | -$1.23M | 0.13% | 128 |
|
|
2021
Q3 | $3.78M | Buy |
81,428
+886
| +1% | +$41.1K | 0.21% | 99 |
|
|
2021
Q2 | $3.65M | Sell |
80,542
-2,689
| -3% | -$122K | 0.2% | 111 |
|
|
2021
Q1 | $3.25M | Buy |
83,231
+19,100
| +30% | +$746K | 0.19% | 110 |
|
|
2020
Q4 | $1.94M | Sell |
64,131
-5,714
| -8% | -$172K | 0.13% | 138 |
|
|
2020
Q3 | $1.64M | Sell |
69,845
-2,997
| -4% | -$70.5K | 0.12% | 136 |
|
|
2020
Q2 | $1.87M | Buy |
72,842
+8,385
| +13% | +$215K | 0.2% | 100 |
|
|
2020
Q1 | $1.85M | Buy |
64,457
+7,465
| +13% | +$214K | 0.27% | 75 |
|
|
2019
Q4 | $3.07M | Buy |
56,992
+280
| +0.5% | +$15.1K | 0.13% | 170 |
|
|
2019
Q3 | $2.86M | Buy |
56,712
+1,494
| +3% | +$75.4K | 0.35% | 66 |
|
|
2019
Q2 | $2.61M | Buy |
55,218
+6,740
| +14% | +$319K | 0.38% | 63 |
|
|
2019
Q1 | $2.34M | Buy |
48,478
+2,297
| +5% | +$111K | 0.33% | 71 |
|
|
2018
Q4 | $2.13M | Sell |
46,181
-2,232
| -5% | -$103K | 0.38% | 59 |
|
|
2018
Q3 | $2.48M | Buy |
48,413
+1,814
| +4% | +$93K | 0.45% | 49 |
|
|
2018
Q2 | $2.57M | Sell |
46,599
-1,359
| -3% | -$75.1K | 0.54% | 41 |
|
|
2018
Q1 | $2.46M | Buy |
47,958
+2,982
| +7% | +$153K | 0.55% | 38 |
|
|
2017
Q4 | $2.79M | Sell |
44,976
-4,608
| -9% | -$286K | 0.62% | 37 |
|
|
2017
Q3 | $2.73M | Buy |
49,584
+6,071
| +14% | +$335K | 0.75% | 33 |
|
|
2017
Q2 | $2.42M | Sell |
43,513
-3,678
| -8% | -$204K | 0.77% | 32 |
|
|
2017
Q1 | $2.6M | Buy |
47,191
+3,303
| +8% | +$182K | 0.41% | 70 |
|
|
2016
Q4 | $2.42M | Buy |
+43,888
| New | +$2.42M | 1.04% | 28 |
|