IA
Insight Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.93M | Buy |
24,098
+25
| +0.1% | +$2K | 0.31% | 52 |
|
|
2025
Q1 | $1.73M | Buy |
24,073
+125
| +0.5% | +$8.97K | 0.3% | 53 |
|
|
2024
Q4 | $1.69M | Sell |
23,948
-66
| -0.3% | -$4.65K | 0.28% | 56 |
|
|
2024
Q3 | $1.36M | Sell |
24,014
-18
| -0.1% | -$1.02K | 0.23% | 69 |
|
|
2024
Q2 | $1.43M | Buy |
24,032
+110
| +0.5% | +$6.53K | 0.26% | 65 |
|
|
2024
Q1 | $1.39M | Buy |
23,922
+75
| +0.3% | +$4.35K | 0.27% | 66 |
|
|
2023
Q4 | $1.17M | Buy |
23,847
+45
| +0.2% | +$2.22K | 0.25% | 65 |
|
|
2023
Q3 | $973K | Sell |
23,802
-124
| -0.5% | -$5.07K | 0.22% | 77 |
|
|
2023
Q2 | $1.02M | Sell |
23,926
-166
| -0.7% | -$7.09K | 0.23% | 73 |
|
|
2023
Q1 | $901K | Sell |
24,092
-474
| -2% | -$17.7K | 0.21% | 79 |
|
|
2022
Q4 | $1.03M | Sell |
24,566
-99
| -0.4% | -$4.14K | 0.36% | 68 |
|
|
2022
Q3 | $992K | Hold |
24,665
| – | – | 0.39% | 65 |
|
|
2022
Q2 | $1.06M | Buy |
24,665
+167
| +0.7% | +$7.14K | 0.36% | 74 |
|
|
2022
Q1 | $1.19M | Buy |
24,498
+37
| +0.2% | +$1.79K | 0.36% | 77 |
|
|
2021
Q4 | $1.17M | Sell |
24,461
-214
| -0.9% | -$10.3K | 0.35% | 75 |
|
|
2021
Q3 | $1.25M | Buy |
24,675
+64
| +0.3% | +$3.24K | 0.37% | 72 |
|
|
2021
Q2 | $1.13M | Sell |
24,611
-372
| -1% | -$17K | 0.35% | 72 |
|
|
2021
Q1 | $1.13M | Sell |
24,983
-3
| -0% | -$135 | 0.36% | 71 |
|
|
2020
Q4 | $754K | Buy |
+24,986
| New | +$754K | 0.29% | 95 |
|