Optimum 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 | $86.2K | Hold |
1,076
| – | – | 0.04% | 274 |
|
|
2025
Q1 | $77.2K | Hold |
1,076
| – | – | 0.04% | 277 |
|
|
2024
Q4 | $75.6K | Hold |
1,076
| – | – | 0.03% | 294 |
|
|
2024
Q3 | $60.8K | Sell |
1,076
-200
| -16% | -$11.3K | 0.03% | 333 |
|
|
2024
Q2 | $75.8K | Hold |
1,276
| – | – | 0.03% | 304 |
|
|
2024
Q1 | $74K | Hold |
1,276
| – | – | 0.03% | 315 |
|
|
2023
Q4 | $62.8K | Sell |
1,276
-3
| -0.2% | -$148 | 0.03% | 322 |
|
|
2023
Q3 | $52.3K | Buy |
1,279
+3
| +0.2% | +$123 | 0.03% | 355 |
|
|
2023
Q2 | $54.5K | Hold |
1,276
| – | – | 0.03% | 361 |
|
|
2023
Q1 | $47.7K | Sell |
1,276
-227
| -15% | -$8.49K | 0.03% | 374 |
|
|
2022
Q4 | $62.1K | Sell |
1,503
-1,000
| -40% | -$41.3K | 0.03% | 347 |
|
|
2022
Q3 | $101K | Sell |
2,503
-273
| -10% | -$11K | 0.05% | 270 |
|
|
2022
Q2 | $109K | Hold |
2,776
| – | – | 0.05% | 275 |
|
|
2022
Q1 | $135K | Sell |
2,776
-200
| -7% | -$9.73K | 0.06% | 273 |
|
|
2021
Q4 | $143K | Hold |
2,976
| – | – | 0.06% | 288 |
|
|
2021
Q3 | $138K | Sell |
2,976
-500
| -14% | -$23.2K | 0.06% | 286 |
|
|
2021
Q2 | $157K | Hold |
3,476
| – | – | 0.05% | 303 |
|
|
2021
Q1 | $136K | Buy |
3,476
+400
| +13% | +$15.7K | 0.04% | 326 |
|
|
2020
Q4 | $93K | Sell |
3,076
-3,710
| -55% | -$112K | 0.03% | 362 |
|
|
2020
Q3 | $160K | Sell |
6,786
-4,543
| -40% | -$107K | 0.05% | 266 |
|
|
2020
Q2 | $290K | Sell |
11,329
-402
| -3% | -$10.3K | 0.1% | 185 |
|
|
2020
Q1 | $337K | Buy |
11,731
+852
| +8% | +$24.5K | 0.14% | 155 |
|
|
2019
Q4 | $585K | Hold |
10,879
| – | – | 0.17% | 145 |
|
|
2019
Q3 | $549K | Buy |
10,879
+169
| +2% | +$8.53K | 0.17% | 142 |
|
|
2019
Q2 | $507K | Sell |
10,710
-44
| -0.4% | -$2.08K | 0.16% | 149 |
|
|
2019
Q1 | $520K | Hold |
10,754
| – | – | 0.17% | 144 |
|
|
2018
Q4 | $496K | Hold |
10,754
| – | – | 0.17% | 145 |
|
|
2018
Q3 | $565K | Hold |
10,754
| – | – | 0.16% | 154 |
|
|
2018
Q2 | $596K | Buy |
10,754
+174
| +2% | +$9.64K | 0.17% | 140 |
|
|
2018
Q1 | $554K | Sell |
10,580
-507
| -5% | -$26.5K | 0.16% | 152 |
|
|
2017
Q4 | $673K | Buy |
11,087
+3
| +0% | +$182 | 0.21% | 137 |
|
|
2017
Q3 | $611K | Sell |
11,084
-412
| -4% | -$22.7K | 0.2% | 141 |
|
|
2017
Q2 | $637K | Buy |
11,496
+3,088
| +37% | +$171K | 0.22% | 135 |
|
|
2017
Q1 | $468K | Sell |
8,408
-1,700
| -17% | -$94.6K | 0.17% | 168 |
|
|
2016
Q4 | $557K | Sell |
10,108
-167
| -2% | -$9.2K | 0.21% | 135 |
|
|
2016
Q3 | $455K | Sell |
10,275
-199
| -2% | -$8.81K | 0.17% | 165 |
|
|
2016
Q2 | $496K | Sell |
10,474
-429
| -4% | -$20.3K | 0.19% | 147 |
|
|
2016
Q1 | $527K | Sell |
10,903
-2,051
| -16% | -$99.1K | 0.21% | 139 |
|
|
2015
Q4 | $704K | Buy |
12,954
+180
| +1% | +$9.78K | 0.27% | 113 |
|
|
2015
Q3 | $656K | Buy |
+12,774
| New | +$656K | 0.27% | 114 |
|
|
2015
Q1 | $717K | Buy |
13,186
+600
| +5% | +$32.6K | 0.23% | 120 |
|
|
2014
Q4 | $690K | Sell |
12,586
-917
| -7% | -$50.3K | 0.22% | 121 |
|
|
2014
Q3 | $700K | Sell |
13,503
-400
| -3% | -$20.7K | 0.23% | 117 |
|
|
2014
Q2 | $731K | Buy |
13,903
+433
| +3% | +$22.8K | 0.24% | 118 |
|
|
2014
Q1 | $670K | Sell |
13,470
-566
| -4% | -$28.2K | 0.25% | 115 |
|
|
2013
Q4 | $637K | Buy |
14,036
+544
| +4% | +$24.7K | 0.24% | 114 |
|
|
2013
Q3 | $557K | Buy |
+13,492
| New | +$557K | 0.23% | 121 |
|