Octavia Wealth 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 | $277K | Sell |
3,457
-387
| -10% | -$31K | 0.03% | 173 |
|
|
2025
Q1 | $276K | Sell |
3,844
-189
| -5% | -$13.6K | 0.03% | 175 |
|
|
2024
Q4 | $283K | Sell |
4,033
-364
| -8% | -$25.6K | 0.03% | 174 |
|
|
2024
Q3 | $248K | Sell |
4,397
-246
| -5% | -$13.9K | 0.03% | 192 |
|
|
2024
Q2 | $276K | Buy |
4,643
+71
| +2% | +$4.22K | 0.04% | 177 |
|
|
2024
Q1 | $265K | Sell |
4,572
-103
| -2% | -$5.97K | 0.04% | 182 |
|
|
2023
Q4 | $230K | Buy |
+4,675
| New | +$230K | 0.04% | 203 |
|
|
2022
Q2 | – | Sell |
-5,249
| Closed | -$254K | – | 193 |
|
|
2022
Q1 | $254K | Sell |
5,249
-99
| -2% | -$4.79K | 0.06% | 159 |
|
|
2021
Q4 | $257K | Sell |
5,348
-9
| -0.2% | -$432 | 0.06% | 169 |
|
|
2021
Q3 | $250K | Buy |
+5,357
| New | +$250K | 0.06% | 156 |
|
|
2021
Q2 | – | Sell |
-7,783
| Closed | -$304K | – | 175 |
|
|
2021
Q1 | $304K | Buy |
7,783
+1,101
| +16% | +$43K | 0.09% | 131 |
|
|
2020
Q4 | $202K | Buy |
+6,682
| New | +$202K | 0.07% | 150 |
|