Investment Advisory Group’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 | $321K | Buy |
4,011
+804
| +25% | +$64.4K | 0.1% | 133 |
|
|
2025
Q1 | $230K | Buy |
3,207
+1
| +0% | +$72 | 0.08% | 151 |
|
|
2024
Q4 | $225K | Sell |
3,206
-2,770
| -46% | -$195K | 0.08% | 152 |
|
|
2024
Q3 | $338K | Buy |
5,976
+93
| +2% | +$5.25K | 0.12% | 120 |
|
|
2024
Q2 | $349K | Buy |
5,883
+21
| +0.4% | +$1.25K | 0.14% | 107 |
|
|
2024
Q1 | $340K | Buy |
5,862
+15
| +0.3% | +$869 | 0.14% | 109 |
|
|
2023
Q4 | $288K | Buy |
5,847
+104
| +2% | +$5.12K | 0.13% | 112 |
|
|
2023
Q3 | $235K | Buy |
5,743
+82
| +1% | +$3.35K | 0.12% | 119 |
|
|
2023
Q2 | $242K | Sell |
5,661
-511
| -8% | -$21.8K | 0.12% | 120 |
|
|
2023
Q1 | $231K | Buy |
6,172
+1
| +0% | +$37 | 0.13% | 120 |
|
|
2022
Q4 | $255K | Sell |
6,171
-72
| -1% | -$2.97K | 0.16% | 111 |
|
|
2022
Q3 | $251K | Buy |
6,243
+1
| +0% | +$40 | 0.17% | 100 |
|
|
2022
Q2 | $244K | Buy |
6,242
+1
| +0% | +$39 | 0.17% | 104 |
|
|
2022
Q1 | $303K | Sell |
6,241
-600
| -9% | -$29.1K | 0.18% | 94 |
|
|
2021
Q4 | $404K | Buy |
+6,841
| New | +$404K | 0.26% | 72 |
|