PA
PFG Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $963K | Buy |
12,026
+3,980
| +49% | +$319K | 0.04% | 311 |
|
|
2025
Q1 | $578K | Buy |
8,046
+302
| +4% | +$21.7K | 0.03% | 431 |
|
|
2024
Q4 | $544K | Sell |
7,744
-94,017
| -92% | -$6.6M | 0.03% | 444 |
|
|
2024
Q3 | $5.75M | Buy |
101,761
+3,536
| +4% | +$200K | 0.36% | 65 |
|
|
2024
Q2 | $5.83M | Sell |
98,225
-645
| -0.7% | -$38.3K | 0.39% | 57 |
|
|
2024
Q1 | $5.73M | Sell |
98,870
-500
| -0.5% | -$29K | 0.42% | 55 |
|
|
2023
Q4 | $4.89M | Sell |
99,370
-593
| -0.6% | -$29.2K | 0.39% | 61 |
|
|
2023
Q3 | $4.08M | Sell |
99,963
-10,321
| -9% | -$422K | 0.37% | 68 |
|
|
2023
Q2 | $4.71M | Sell |
110,284
-4,333
| -4% | -$185K | 0.36% | 70 |
|
|
2023
Q1 | $4.28M | Buy |
114,617
+237
| +0.2% | +$8.86K | 0.36% | 71 |
|
|
2022
Q4 | $4.72M | Sell |
114,380
-1,049
| -0.9% | -$43.3K | 0.46% | 43 |
|
|
2022
Q3 | $4.64M | Sell |
115,429
-944
| -0.8% | -$38K | 0.53% | 37 |
|
|
2022
Q2 | $4.56M | Buy |
116,373
+2,399
| +2% | +$94K | 0.52% | 31 |
|
|
2022
Q1 | $5.52M | Buy |
113,974
+926
| +0.8% | +$44.9K | 0.55% | 27 |
|
|
2021
Q4 | $5.42M | Sell |
113,048
-2,225
| -2% | -$107K | 0.53% | 36 |
|
|
2021
Q3 | $5.35M | Buy |
115,273
+87,556
| +316% | +$4.06M | 0.59% | 28 |
|
|
2021
Q2 | $1.26M | Buy |
27,717
+872
| +3% | +$39.5K | 0.14% | 189 |
|
|
2021
Q1 | $1.05M | Sell |
26,845
-63,162
| -70% | -$2.47M | 0.13% | 200 |
|
|
2020
Q4 | $2.72M | Buy |
90,007
+2,169
| +2% | +$65.5K | 0.46% | 55 |
|
|
2020
Q3 | $2.18M | Hold |
87,838
| – | – | 0.42% | 61 |
|
|
2020
Q2 | $2.24M | Hold |
87,838
| – | – | 0.5% | 50 |
|
|
2020
Q1 | $2.43M | Buy |
87,838
+82,502
| +1,546% | +$2.28M | 0.65% | 37 |
|
|
2019
Q4 | $282K | Buy |
+5,336
| New | +$282K | 0.07% | 249 |
|
|
2019
Q1 | – | Sell |
-88,179
| Closed | -$4.33M | – | 309 |
|
|
2018
Q4 | $4.33M | Buy |
+88,179
| New | +$4.33M | 1.36% | 8 |
|