One 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 | $2.62M | Sell |
32,688
-414
| -1% | -$33.2K | 0.36% | 52 |
|
|
2025
Q1 | $2.38M | Buy |
33,102
+5,374
| +19% | +$386K | 0.35% | 52 |
|
|
2024
Q4 | $1.95M | Buy |
27,728
+2,515
| +10% | +$177K | 0.29% | 57 |
|
|
2024
Q3 | $1.42M | Buy |
25,213
+329
| +1% | +$18.6K | 0.22% | 64 |
|
|
2024
Q2 | $1.32M | Buy |
24,884
+6,298
| +34% | +$335K | 0.28% | 48 |
|
|
2024
Q1 | $1.08M | Buy |
18,586
+5,481
| +42% | +$318K | 0.19% | 75 |
|
|
2023
Q4 | $645K | Sell |
13,105
-14,364
| -52% | -$707K | 0.12% | 88 |
|
|
2023
Q3 | $1.12M | Sell |
27,469
-6,552
| -19% | -$268K | 0.25% | 61 |
|
|
2023
Q2 | $1.45M | Buy |
34,021
+17,495
| +106% | +$747K | 0.31% | 52 |
|
|
2023
Q1 | $618K | Buy |
16,526
+2,153
| +15% | +$80.5K | 0.14% | 84 |
|
|
2022
Q4 | $593K | Buy |
14,373
+182
| +1% | +$7.52K | 0.14% | 86 |
|
|
2022
Q3 | $571K | Buy |
14,191
+2,875
| +25% | +$116K | 0.19% | 70 |
|
|
2022
Q2 | $443K | Buy |
+11,316
| New | +$443K | 0.12% | 98 |
|
|
2020
Q2 | – | Sell |
-7,026
| Closed | -$202K | – | 100 |
|
|
2020
Q1 | $202K | Sell |
7,026
-130
| -2% | -$3.74K | 0.2% | 76 |
|
|
2019
Q4 | $385K | Buy |
7,156
+1,664
| +30% | +$89.5K | 0.28% | 51 |
|
|
2019
Q3 | $277K | Sell |
5,492
-856
| -13% | -$43.2K | 0.24% | 70 |
|
|
2019
Q2 | $300K | Sell |
6,348
-210
| -3% | -$9.92K | 0.25% | 72 |
|
|
2019
Q1 | $317K | Buy |
+6,558
| New | +$317K | 0.26% | 68 |
|
|
2018
Q4 | – | Sell |
-438
| Closed | -$23K | – | 474 |
|
|
2018
Q3 | $23K | Buy |
438
+68
| +18% | +$3.57K | 0.02% | 305 |
|
|
2018
Q2 | $21K | Buy |
370
+67
| +22% | +$3.8K | 0.02% | 307 |
|
|
2018
Q1 | $16K | Buy |
303
+28
| +10% | +$1.48K | 0.01% | 307 |
|
|
2017
Q4 | $17K | Buy |
+275
| New | +$17K | 0.01% | 337 |
|