Integrated Advisors Network’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 | $1.88M | Buy |
23,496
+59
| +0.3% | +$4.73K | 0.09% | 247 |
|
2025
Q1 | $1.68M | Sell |
23,437
-32
| -0.1% | -$2.3K | 0.08% | 229 |
|
2024
Q4 | $1.65M | Sell |
23,469
-6,178
| -21% | -$434K | 0.08% | 227 |
|
2024
Q3 | $1.67M | Sell |
29,647
-219
| -0.7% | -$12.4K | 0.08% | 235 |
|
2024
Q2 | $1.77M | Sell |
29,866
-870
| -3% | -$51.7K | 0.09% | 209 |
|
2024
Q1 | $1.78M | Buy |
30,736
+2,565
| +9% | +$149K | 0.09% | 219 |
|
2023
Q4 | $1.39M | Buy |
28,171
+1,637
| +6% | +$80.6K | 0.08% | 238 |
|
2023
Q3 | $1.08M | Sell |
26,534
-916
| -3% | -$37.4K | 0.07% | 261 |
|
2023
Q2 | $1.17M | Sell |
27,450
-2,183
| -7% | -$93.2K | 0.07% | 257 |
|
2023
Q1 | $1.11M | Buy |
29,633
+1,645
| +6% | +$61.5K | 0.07% | 272 |
|
2022
Q4 | $1.16M | Sell |
27,988
-2,333
| -8% | -$96.3K | 0.07% | 261 |
|
2022
Q3 | $1.22M | Buy |
30,321
+901
| +3% | +$36.3K | 0.08% | 242 |
|
2022
Q2 | $1.15M | Buy |
29,420
+7,049
| +32% | +$276K | 0.08% | 258 |
|
2022
Q1 | $1.08M | Buy |
22,371
+2,511
| +13% | +$122K | 0.06% | 288 |
|
2021
Q4 | $953K | Buy |
19,860
+3,038
| +18% | +$146K | 0.06% | 296 |
|
2021
Q3 | $781K | Sell |
16,822
-1,467
| -8% | -$68.1K | 0.05% | 316 |
|
2021
Q2 | $828K | Sell |
18,289
-211
| -1% | -$9.55K | 0.06% | 259 |
|
2021
Q1 | $723K | Buy |
18,500
+4,403
| +31% | +$172K | 0.07% | 254 |
|
2020
Q4 | $425K | Sell |
14,097
-5,939
| -30% | -$179K | 0.05% | 312 |
|
2020
Q3 | $471K | Sell |
20,036
-43,866
| -69% | -$1.03M | 0.06% | 265 |
|
2020
Q2 | $1.64M | Buy |
63,902
+44,749
| +234% | +$1.15M | 0.19% | 141 |
|
2020
Q1 | $550K | Sell |
19,153
-2,762
| -13% | -$79.3K | 0.11% | 178 |
|
2019
Q4 | $1.18M | Buy |
+21,915
| New | +$1.18M | 0.16% | 170 |
|