Pacific Capital 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
Q1 | – | Sell |
-2,245
| Closed | -$158K | – | 388 |
|
|
2024
Q4 | $158K | Sell |
2,245
-553
| -20% | -$38.8K | 0.03% | 93 |
|
|
2024
Q3 | $158K | Buy |
2,798
+83
| +3% | +$4.69K | 0.03% | 90 |
|
|
2024
Q2 | $161K | Buy |
2,715
+400
| +17% | +$23.8K | 0.03% | 85 |
|
|
2024
Q1 | $134K | Buy |
2,315
+49
| +2% | +$2.84K | 0.03% | 83 |
|
|
2023
Q4 | $112K | Buy |
+2,266
| New | +$112K | 0.03% | 90 |
|