Laurel Wealth Advisors (North Carolina)’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 | $24.6M | Buy |
1,973,730
+1,949,395
| +8,011% | +$24.3M | 0.35% | 62 |
|
|
2025
Q1 | $1.75M | Buy |
24,335
+13
| +0.1% | +$933 | 0.27% | 82 |
|
|
2024
Q4 | $1.71M | Sell |
24,322
-58
| -0.2% | -$4.07K | 0.27% | 81 |
|
|
2024
Q3 | $1.38M | Buy |
24,380
+520
| +2% | +$29.4K | 0.22% | 95 |
|
|
2024
Q2 | $1.42M | Buy |
23,860
+133
| +0.6% | +$7.9K | 0.25% | 86 |
|
|
2024
Q1 | $1.38M | Buy |
23,727
+423
| +2% | +$24.5K | 0.23% | 88 |
|
|
2023
Q4 | $1.15M | Buy |
23,304
+1,803
| +8% | +$88.7K | 0.22% | 94 |
|
|
2023
Q3 | $879K | Sell |
21,501
-736
| -3% | -$30.1K | 0.19% | 100 |
|
|
2023
Q2 | $949K | Buy |
22,237
+1,291
| +6% | +$55.1K | 0.19% | 99 |
|
|
2023
Q1 | $783K | Sell |
20,946
-3,900
| -16% | -$146K | 0.17% | 104 |
|
|
2022
Q4 | $1.03M | Buy |
24,846
+655
| +3% | +$27K | 0.23% | 84 |
|
|
2022
Q3 | $973K | Buy |
24,191
+15
| +0.1% | +$603 | 0.24% | 85 |
|
|
2022
Q2 | $947K | Buy |
24,176
+47
| +0.2% | +$1.84K | 0.23% | 84 |
|
|
2022
Q1 | $1.17M | Sell |
24,129
-200
| -0.8% | -$9.69K | 0.25% | 85 |
|
|
2021
Q4 | $1.17M | Hold |
24,329
| – | – | 0.24% | 86 |
|
|
2021
Q3 | $1.13M | Sell |
24,329
-350
| -1% | -$16.2K | 0.25% | 82 |
|
|
2021
Q2 | $1.12M | Buy |
24,679
+3,149
| +15% | +$143K | 0.24% | 85 |
|
|
2021
Q1 | $841K | Sell |
21,530
-3,280
| -13% | -$128K | 0.2% | 94 |
|
|
2020
Q4 | $749K | Sell |
24,810
-15,799
| -39% | -$477K | 0.19% | 93 |
|
|
2020
Q3 | $955K | Sell |
40,609
-6,943
| -15% | -$163K | 0.29% | 77 |
|
|
2020
Q2 | $1.22M | Sell |
47,552
-9,162
| -16% | -$234K | 0.4% | 67 |
|
|
2020
Q1 | $1.63M | Buy |
56,714
+17,332
| +44% | +$498K | 0.61% | 56 |
|
|
2019
Q4 | $2.12M | Sell |
39,382
-450
| -1% | -$24.2K | 0.67% | 50 |
|
|
2019
Q3 | $2.01M | Buy |
39,832
+1,043
| +3% | +$52.6K | 0.69% | 46 |
|
|
2019
Q2 | $1.84M | Sell |
38,789
-4,675
| -11% | -$222K | 0.65% | 46 |
|
|
2019
Q1 | $2.1M | Buy |
43,464
+136
| +0.3% | +$6.57K | 0.77% | 43 |
|
|
2018
Q4 | $2M | Buy |
+43,328
| New | +$2M | 0.8% | 38 |
|