OneDigital 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 | $5.71M | Buy |
71,241
+3,695
| +5% | +$296K | 0.06% | 229 |
|
|
2025
Q1 | $4.85M | Sell |
67,546
-8,593
| -11% | -$617K | 0.06% | 238 |
|
|
2024
Q4 | $5.35M | Sell |
76,139
-83,567
| -52% | -$5.87M | 0.06% | 230 |
|
|
2024
Q3 | $9.02M | Buy |
159,706
+16,644
| +12% | +$940K | 0.1% | 168 |
|
|
2024
Q2 | $8.5M | Buy |
143,062
+95,853
| +203% | +$5.69M | 0.11% | 162 |
|
|
2024
Q1 | $2.74M | Sell |
47,209
-8,168
| -15% | -$473K | 0.04% | 273 |
|
|
2023
Q4 | $2.73M | Buy |
55,377
+5,929
| +12% | +$292K | 0.05% | 260 |
|
|
2023
Q3 | $2.02M | Sell |
49,448
-483
| -1% | -$19.7K | 0.04% | 282 |
|
|
2023
Q2 | $2.13M | Sell |
49,931
-2,992
| -6% | -$128K | 0.05% | 268 |
|
|
2023
Q1 | $1.98M | Buy |
52,923
+4,652
| +10% | +$174K | 0.05% | 277 |
|
|
2022
Q4 | $1.99M | Buy |
48,271
+1,316
| +3% | +$54.3K | 0.06% | 254 |
|
|
2022
Q3 | $1.89M | Buy |
46,955
+7,054
| +18% | +$284K | 0.07% | 196 |
|
|
2022
Q2 | $1.56M | Sell |
39,901
-2,934
| -7% | -$115K | 0.07% | 197 |
|
|
2022
Q1 | $2.08M | Buy |
42,835
+2,113
| +5% | +$102K | 0.08% | 158 |
|
|
2021
Q4 | $1.95M | Sell |
40,722
-5,083
| -11% | -$244K | 0.07% | 166 |
|
|
2021
Q3 | $2.13M | Sell |
45,805
-2,309
| -5% | -$107K | 0.08% | 153 |
|
|
2021
Q2 | $2.18M | Sell |
48,114
-4,217
| -8% | -$191K | 0.09% | 145 |
|
|
2021
Q1 | $2.05M | Buy |
52,331
+4,915
| +10% | +$192K | 0.1% | 148 |
|
|
2020
Q4 | $1.5M | Sell |
47,416
-14,181
| -23% | -$448K | 0.08% | 176 |
|
|
2020
Q3 | $1.47M | Sell |
61,597
-12,146
| -16% | -$289K | 0.1% | 160 |
|
|
2020
Q2 | $1.92M | Buy |
73,743
+625
| +0.9% | +$16.2K | 0.14% | 140 |
|
|
2020
Q1 | $1.87M | Buy |
73,118
+2,598
| +4% | +$66.3K | 0.17% | 125 |
|
|
2019
Q4 | $3.79M | Sell |
70,520
-462
| -0.7% | -$24.9K | 0.3% | 73 |
|
|
2019
Q3 | $3.58M | Buy |
70,982
+55,303
| +353% | +$2.79M | 0.32% | 75 |
|
|
2019
Q2 | $742K | Sell |
15,679
-26,688
| -63% | -$1.26M | 0.06% | 198 |
|
|
2019
Q1 | $1.97M | Buy |
42,367
+30
| +0.1% | +$1.4K | 0.29% | 74 |
|
|
2018
Q4 | $1.95M | Sell |
42,337
-1,745
| -4% | -$80.4K | 0.33% | 74 |
|
|
2018
Q3 | $2.32M | Sell |
44,082
-40
| -0.1% | -$2.1K | 0.54% | 33 |
|
|
2018
Q2 | $2.46M | Buy |
44,122
+6
| +0% | +$334 | 0.52% | 35 |
|
|
2018
Q1 | $2.31M | Sell |
44,116
-599
| -1% | -$31.4K | 0.51% | 41 |
|
|
2017
Q4 | $2.32M | Buy |
44,715
+40,289
| +910% | +$2.09M | 0.26% | 41 |
|
|
2017
Q3 | $244K | Sell |
4,426
-44,143
| -91% | -$2.43M | 0.09% | 130 |
|
|
2017
Q2 | $2.69M | Buy |
+48,569
| New | +$2.69M | 0.8% | 24 |
|