Investment Research & 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 | $98.1K | Hold |
1,225
| – | – | 0.04% | 85 |
|
|
2025
Q1 | $87.9K | Hold |
1,225
| – | – | 0.04% | 96 |
|
|
2024
Q4 | $86K | Hold |
1,225
| – | – | 0.04% | 92 |
|
|
2024
Q3 | $69.2K | Hold |
1,225
| – | – | 0.03% | 91 |
|
|
2024
Q2 | $72.8K | Hold |
1,225
| – | – | 0.03% | 87 |
|
|
2024
Q1 | $71K | Hold |
1,225
| – | – | 0.03% | 89 |
|
|
2023
Q4 | $60.3K | Hold |
1,225
| – | – | 0.03% | 90 |
|
|
2023
Q3 | $50.1K | Hold |
1,225
| – | – | 0.03% | 97 |
|
|
2023
Q2 | $52.3K | Hold |
1,225
| – | – | 0.03% | 101 |
|
|
2023
Q1 | $45.8K | Hold |
1,225
| – | – | 0.03% | 96 |
|
|
2022
Q4 | $50.6K | Sell |
1,225
-120
| -9% | -$4.96K | 0.03% | 93 |
|
|
2022
Q3 | $54K | Hold |
1,345
| – | – | 0.04% | 91 |
|
|
2022
Q2 | $53K | Sell |
1,345
-175
| -12% | -$6.9K | 0.04% | 93 |
|
|
2022
Q1 | $74K | Buy |
1,520
+120
| +9% | +$5.84K | 0.05% | 97 |
|
|
2021
Q4 | $67K | Buy |
1,400
+1,000
| +250% | +$47.9K | 0.04% | 101 |
|
|
2021
Q3 | $19K | Hold |
400
| – | – | 0.01% | 122 |
|
|
2021
Q2 | $18K | Hold |
400
| – | – | 0.01% | 129 |
|
|
2021
Q1 | $16K | Hold |
400
| – | – | 0.01% | 121 |
|
|
2020
Q4 | $12K | Hold |
400
| – | – | 0.01% | 126 |
|
|
2020
Q3 | $9K | Hold |
400
| – | – | 0.01% | 131 |
|
|
2020
Q2 | $10K | Hold |
400
| – | – | 0.01% | 129 |
|
|
2020
Q1 | $11K | Buy |
+400
| New | +$11K | 0.01% | 123 |
|