IWA
IVC Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $897K | Sell |
11,193
-1,559
| -12% | -$125K | 0.44% | 49 |
|
|
2025
Q1 | $915K | Sell |
12,752
-33
| -0.3% | -$2.37K | 0.49% | 46 |
|
|
2024
Q4 | $898K | Sell |
12,785
-136
| -1% | -$9.55K | 0.5% | 43 |
|
|
2024
Q3 | $730K | Sell |
12,921
-2,218
| -15% | -$125K | 0.4% | 58 |
|
|
2024
Q2 | $899K | Sell |
15,139
-51
| -0.3% | -$3.03K | 0.5% | 50 |
|
|
2024
Q1 | $880K | Buy |
15,190
+50
| +0.3% | +$2.9K | 0.51% | 51 |
|
|
2023
Q4 | $745K | Sell |
15,140
-2,467
| -14% | -$121K | 0.46% | 56 |
|
|
2023
Q3 | $719K | Buy |
17,607
+54
| +0.3% | +$2.21K | 0.48% | 53 |
|
|
2023
Q2 | $749K | Buy |
17,553
+3,092
| +21% | +$132K | 0.47% | 60 |
|
|
2023
Q1 | $541K | Sell |
14,461
-9,506
| -40% | -$355K | 0.38% | 68 |
|
|
2022
Q4 | $631K | Buy |
23,967
+15,320
| +177% | +$404K | 0.47% | 63 |
|
|
2022
Q3 | $348K | Buy |
8,647
+16
| +0.2% | +$644 | 0.28% | 89 |
|
|
2022
Q2 | $338K | Sell |
8,631
-6,656
| -44% | -$261K | 0.26% | 97 |
|
|
2022
Q1 | $741K | Sell |
15,287
-15
| -0.1% | -$727 | 0.49% | 52 |
|
|
2021
Q4 | $734K | Buy |
15,302
+7
| +0% | +$336 | 0.47% | 56 |
|
|
2021
Q3 | $710K | Buy |
15,295
+8
| +0.1% | +$371 | 0.49% | 54 |
|
|
2021
Q2 | $692K | Buy |
15,287
+4
| +0% | +$181 | 0.49% | 56 |
|
|
2021
Q1 | $597K | Sell |
15,283
-496
| -3% | -$19.4K | 0.47% | 63 |
|
|
2020
Q4 | $476K | Buy |
+15,779
| New | +$476K | 0.45% | 62 |
|