Kovack 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 | $929K | Sell |
11,597
-106
| -0.9% | -$8.49K | 0.09% | 207 |
|
|
2025
Q1 | $840K | Buy |
11,703
+847
| +8% | +$60.8K | 0.09% | 203 |
|
|
2024
Q4 | $763K | Sell |
10,856
-119
| -1% | -$8.36K | 0.07% | 218 |
|
|
2024
Q3 | $620K | Buy |
10,975
+231
| +2% | +$13K | 0.07% | 256 |
|
|
2024
Q2 | $638K | Sell |
10,744
-402
| -4% | -$23.9K | 0.07% | 253 |
|
|
2024
Q1 | $646K | Buy |
11,146
+276
| +3% | +$16K | 0.08% | 216 |
|
|
2023
Q4 | $535K | Buy |
10,870
+590
| +6% | +$29K | 0.06% | 284 |
|
|
2023
Q3 | $420K | Sell |
10,280
-1,823
| -15% | -$74.5K | 0.06% | 299 |
|
|
2023
Q2 | $517K | Sell |
12,103
-74
| -0.6% | -$3.16K | 0.07% | 288 |
|
|
2023
Q1 | $455K | Buy |
12,177
+227
| +2% | +$8.49K | 0.06% | 313 |
|
|
2022
Q4 | $493K | Sell |
11,950
-2,330
| -16% | -$96.2K | 0.07% | 284 |
|
|
2022
Q3 | $574K | Sell |
14,280
-853
| -6% | -$34.3K | 0.08% | 255 |
|
|
2022
Q2 | $593K | Buy |
15,133
+920
| +6% | +$36.1K | 0.08% | 272 |
|
|
2022
Q1 | $688K | Sell |
14,213
-1,839
| -11% | -$89K | 0.07% | 303 |
|
|
2021
Q4 | $770K | Sell |
16,052
-3,406
| -18% | -$163K | 0.07% | 283 |
|
|
2021
Q3 | $903K | Buy |
19,458
+2,113
| +12% | +$98.1K | 0.1% | 235 |
|
|
2021
Q2 | $786K | Buy |
17,345
+513
| +3% | +$23.2K | 0.09% | 247 |
|
|
2021
Q1 | $658K | Buy |
16,832
+3,061
| +22% | +$120K | 0.09% | 256 |
|
|
2020
Q4 | $416K | Buy |
13,771
+1,322
| +11% | +$39.9K | 0.06% | 323 |
|
|
2020
Q3 | $293K | Buy |
12,449
+1,018
| +9% | +$24K | 0.05% | 334 |
|
|
2020
Q2 | $293K | Buy |
+11,431
| New | +$293K | 0.06% | 327 |
|
|
2020
Q1 | – | Sell |
-6,943
| Closed | -$374K | – | 545 |
|
|
2019
Q4 | $374K | Sell |
6,943
-820
| -11% | -$44.2K | 0.07% | 317 |
|
|
2019
Q3 | $392K | Buy |
7,763
+253
| +3% | +$12.8K | 0.08% | 279 |
|
|
2019
Q2 | $355K | Sell |
7,510
-1,099
| -13% | -$52K | 0.08% | 264 |
|
|
2019
Q1 | $416K | Sell |
8,609
-343
| -4% | -$16.6K | 0.1% | 228 |
|
|
2018
Q4 | $413K | Buy |
8,952
+62
| +0.7% | +$2.86K | 0.12% | 197 |
|
|
2018
Q3 | $467K | Sell |
8,890
-334
| -4% | -$17.5K | 0.12% | 207 |
|
|
2018
Q2 | $511K | Sell |
9,224
-2,751
| -23% | -$152K | 0.14% | 172 |
|
|
2018
Q1 | $628K | Buy |
11,975
+1,185
| +11% | +$62.1K | 0.16% | 155 |
|
|
2017
Q4 | $655K | Buy |
10,790
+3,537
| +49% | +$215K | 0.17% | 152 |
|
|
2017
Q3 | $400K | Sell |
7,253
-2,260
| -24% | -$125K | 0.13% | 185 |
|
|
2017
Q2 | $527K | Buy |
9,513
+1,800
| +23% | +$99.7K | 0.17% | 152 |
|
|
2017
Q1 | $429K | Buy |
7,713
+158
| +2% | +$8.79K | 0.17% | 143 |
|
|
2016
Q4 | $416K | Sell |
7,555
-10,935
| -59% | -$602K | 0.2% | 123 |
|
|
2016
Q3 | $819K | Buy |
18,490
+7,905
| +75% | +$350K | 0.4% | 60 |
|
|
2016
Q2 | $501K | Buy |
10,585
+1,238
| +13% | +$58.6K | 0.27% | 94 |
|
|
2016
Q1 | $452K | Sell |
9,347
-299
| -3% | -$14.5K | 0.28% | 99 |
|
|
2015
Q4 | $524K | Buy |
9,646
+697
| +8% | +$37.9K | 0.35% | 80 |
|
|
2015
Q3 | $460K | Buy |
8,949
+1,845
| +26% | +$94.8K | 0.32% | 81 |
|
|
2015
Q2 | $400K | Buy |
7,104
+1,371
| +24% | +$77.2K | 0.28% | 87 |
|
|
2015
Q1 | $312K | Buy |
5,733
+629
| +12% | +$34.2K | 0.26% | 105 |
|
|
2014
Q4 | $280K | Buy |
+5,104
| New | +$280K | 0.29% | 91 |
|