J.W. Cole Advisors’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 | $8.2M | Buy |
102,378
+18,995
| +23% | +$1.52M | 0.17% | 124 |
|
|
2025
Q1 | $5.99M | Buy |
83,383
+42,648
| +105% | +$3.06M | 0.19% | 119 |
|
|
2024
Q4 | $2.86M | Buy |
40,735
+1,754
| +4% | +$123K | 0.12% | 174 |
|
|
2024
Q3 | $2.2M | Buy |
38,981
+7,276
| +23% | +$411K | 0.09% | 224 |
|
|
2024
Q2 | $1.88M | Buy |
31,705
+1,551
| +5% | +$92.1K | 0.09% | 221 |
|
|
2024
Q1 | $1.75M | Sell |
30,154
-1,136
| -4% | -$65.8K | 0.09% | 234 |
|
|
2023
Q4 | $1.54M | Buy |
31,290
+349
| +1% | +$17.2K | 0.09% | 232 |
|
|
2023
Q3 | $1.26M | Sell |
30,941
-32
| -0.1% | -$1.31K | 0.09% | 218 |
|
|
2023
Q2 | $1.32M | Buy |
30,973
+5,897
| +24% | +$252K | 0.09% | 223 |
|
|
2023
Q1 | $937K | Buy |
25,076
+2,888
| +13% | +$108K | 0.07% | 303 |
|
|
2022
Q4 | $916K | Buy |
22,188
+1,768
| +9% | +$73K | 0.07% | 281 |
|
|
2022
Q3 | $821K | Sell |
20,420
-1,502
| -7% | -$60.4K | 0.07% | 290 |
|
|
2022
Q2 | $859K | Sell |
21,922
-7,544
| -26% | -$296K | 0.07% | 288 |
|
|
2022
Q1 | $1.43M | Sell |
29,466
-4,126
| -12% | -$200K | 0.1% | 229 |
|
|
2021
Q4 | $1.61M | Buy |
33,592
+2
| +0% | +$96 | 0.1% | 214 |
|
|
2021
Q3 | $1.56M | Sell |
33,590
-1,339
| -4% | -$62.1K | 0.11% | 125 |
|
|
2021
Q2 | $1.58M | Buy |
34,929
+2,667
| +8% | +$121K | 0.12% | 191 |
|
|
2021
Q1 | $1.26M | Buy |
32,262
+7,691
| +31% | +$300K | 0.12% | 204 |
|
|
2020
Q4 | $742K | Sell |
24,571
-80,922
| -77% | -$2.44M | 0.08% | 268 |
|
|
2020
Q3 | $2.48M | Buy |
105,493
+91,757
| +668% | +$2.16M | 0.19% | 122 |
|
|
2020
Q2 | $352K | Buy |
+13,736
| New | +$352K | 0.05% | 250 |
|
|
2020
Q1 | – | Sell |
-7,742
| Closed | -$417K | – | 512 |
|
|
2019
Q4 | $417K | Buy |
+7,742
| New | +$417K | 0.05% | 341 |
|