Kovack Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $929K | Sell |
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|
2025
Q1 | $840K | Buy |
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|
2024
Q4 | $763K | Sell |
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|
2024
Q3 | $620K | Buy |
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|
2024
Q2 | $638K | Sell |
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|
2024
Q1 | $646K | Buy |
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|
2023
Q4 | $535K | Buy |
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|
2023
Q3 | $420K | Sell |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $455K | Buy |
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|
2022
Q4 | $493K | Sell |
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|
2022
Q3 | $574K | Sell |
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|
2022
Q2 | $593K | Buy |
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|
2022
Q1 | $688K | Sell |
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|
2021
Q4 | $770K | Sell |
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|
2021
Q3 | $903K | Buy |
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|
2021
Q2 | $786K | Buy |
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|
2021
Q1 | $658K | Buy |
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|
2020
Q4 | $416K | Buy |
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|
2020
Q3 | $293K | Buy |
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|
2020
Q2 | $293K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $374K | Sell |
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|
2019
Q3 | $392K | Buy |
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|
2019
Q2 | $355K | Sell |
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|
2019
Q1 | $416K | Sell |
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|
2018
Q4 | $413K | Buy |
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|
2018
Q3 | $467K | Sell |
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|
2018
Q2 | $511K | Sell |
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|
2018
Q1 | $628K | Buy |
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|
2017
Q4 | $655K | Buy |
|
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|
2017
Q3 | $400K | Sell |
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|
2017
Q2 | $527K | Buy |
|
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|
2017
Q1 | $429K | Buy |
|
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|
2016
Q4 | $416K | Sell |
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|
2016
Q3 | $819K | Buy |
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|
2016
Q2 | $501K | Buy |
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|
2016
Q1 | $452K | Sell |
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|
2015
Q4 | $524K | Buy |
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|
2015
Q3 | $460K | Buy |
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|
2015
Q2 | $400K | Buy |
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|
2015
Q1 | $312K | Buy |
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|
2014
Q4 | $280K | Buy |
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