Mount Yale Investment 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 | $3.29M | Buy |
41,023
+7,813
| +24% | +$626K | 0.26% | 78 |
|
|
2025
Q1 | $2.38M | Buy |
33,210
+4,643
| +16% | +$333K | 0.2% | 104 |
|
|
2024
Q4 | $2.01M | Sell |
28,567
-4,415
| -13% | -$310K | 0.16% | 122 |
|
|
2024
Q3 | $1.86M | Sell |
32,982
-5,689
| -15% | -$321K | 0.18% | 123 |
|
|
2024
Q2 | $2.3M | Sell |
38,671
-1,738
| -4% | -$103K | 0.18% | 108 |
|
|
2024
Q1 | $2.34M | Sell |
40,409
-3,491
| -8% | -$202K | 0.18% | 113 |
|
|
2023
Q4 | $2.16M | Sell |
43,900
-12,130
| -22% | -$597K | 0.21% | 111 |
|
|
2023
Q3 | $2.29M | Sell |
56,030
-36
| -0.1% | -$1.47K | 0.25% | 96 |
|
|
2023
Q2 | $2.39M | Sell |
56,066
-772
| -1% | -$32.9K | 0.25% | 91 |
|
|
2023
Q1 | $2.12M | Buy |
56,838
+14,303
| +34% | +$535K | 0.24% | 101 |
|
|
2022
Q4 | $1.76M | Sell |
42,535
-12,571
| -23% | -$519K | 0.2% | 112 |
|
|
2022
Q3 | $2.22M | Buy |
55,106
+4,681
| +9% | +$188K | 0.29% | 81 |
|
|
2022
Q2 | $1.98M | Buy |
50,425
+2,336
| +5% | +$91.5K | 0.25% | 94 |
|
|
2022
Q1 | $2.33M | Sell |
48,089
-16,732
| -26% | -$811K | 0.25% | 91 |
|
|
2021
Q4 | $3.11M | Buy |
64,821
+9,322
| +17% | +$447K | 0.32% | 79 |
|
|
2021
Q3 | $2.58M | Buy |
55,499
+45,415
| +450% | +$2.11M | 0.3% | 81 |
|
|
2021
Q2 | $457K | Buy |
+10,084
| New | +$457K | 0.06% | 276 |
|
|
2020
Q2 | – | Sell |
-42,044
| Closed | -$1.21M | – | 364 |
|
|
2020
Q1 | $1.21M | Sell |
42,044
-6,696
| -14% | -$192K | 0.27% | 97 |
|
|
2019
Q4 | $2.29M | Buy |
48,740
+1,077
| +2% | +$50.6K | 0.4% | 54 |
|
|
2019
Q3 | $2.58M | Sell |
47,663
-261
| -0.5% | -$14.2K | 0.46% | 53 |
|
|
2019
Q2 | $2.2M | Buy |
47,924
+319
| +0.7% | +$14.6K | 0.41% | 61 |
|
|
2019
Q1 | $2.3M | Sell |
47,605
-3,683
| -7% | -$178K | 0.43% | 56 |
|
|
2018
Q4 | $2.44M | Sell |
51,288
-912
| -2% | -$43.5K | 0.5% | 47 |
|
|
2018
Q3 | $2.8M | Sell |
52,200
-380
| -0.7% | -$20.4K | 0.49% | 44 |
|
|
2018
Q2 | $2.92M | Buy |
52,580
+2,109
| +4% | +$117K | 0.55% | 42 |
|
|
2018
Q1 | $2.65M | Buy |
+50,471
| New | +$2.65M | 0.57% | 47 |
|