Pin Oak 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 | $633K | Hold |
8,829
| – | – | 0.54% | 40 |
|
|
2025
Q1 | $624K | Hold |
8,829
| – | – | 0.48% | 42 |
|
|
2024
Q4 | $499K | Hold |
8,829
| – | – | 0.45% | 43 |
|
|
2024
Q3 | $498K | Hold |
8,829
| – | – | 0.45% | 43 |
|
|
2024
Q2 | $524K | Buy |
8,829
+500
| +6% | +$29.7K | 0.5% | 37 |
|
|
2024
Q1 | $483K | Hold |
8,329
| – | – | 0.46% | 46 |
|
|
2023
Q4 | $410K | Sell |
8,329
-34
| -0.4% | -$1.67K | 0.42% | 48 |
|
|
2023
Q3 | $342K | Hold |
8,363
| – | – | 0.39% | 50 |
|
|
2023
Q2 | $357K | Hold |
8,363
| – | – | 0.4% | 47 |
|
|
2023
Q1 | $313K | Buy |
8,363
+1,095
| +15% | +$41K | 0.39% | 48 |
|
|
2022
Q4 | $300K | Sell |
7,268
-250
| -3% | -$10.3K | 0.37% | 46 |
|
|
2022
Q3 | $302K | Hold |
7,518
| – | – | 0.38% | 45 |
|
|
2022
Q2 | $294K | Sell |
7,518
-343
| -4% | -$13.4K | 0.36% | 47 |
|
|
2022
Q1 | $381K | Sell |
7,861
-435
| -5% | -$21.1K | 0.41% | 47 |
|
|
2021
Q4 | $398K | Sell |
8,296
-698
| -8% | -$33.5K | 0.4% | 46 |
|
|
2021
Q3 | $417K | Hold |
8,994
| – | – | 0.46% | 43 |
|
|
2021
Q2 | $407K | Hold |
8,994
| – | – | 0.41% | 48 |
|
|
2021
Q1 | $351K | Hold |
8,994
| – | – | 0.3% | 66 |
|
|
2020
Q4 | $271K | Buy |
8,994
+676
| +8% | +$20.4K | 0.22% | 84 |
|
|
2020
Q3 | $196K | Buy |
8,318
+198
| +2% | +$4.67K | 0.19% | 95 |
|
|
2020
Q2 | $208K | Buy |
8,120
+470
| +6% | +$12K | 0.19% | 99 |
|
|
2020
Q1 | $220K | Buy |
7,650
+5,368
| +235% | +$154K | 0.23% | 86 |
|
|
2019
Q4 | $123K | Sell |
2,282
-2,006
| -47% | -$108K | 0.1% | 132 |
|
|
2019
Q3 | $216K | Sell |
4,288
-132
| -3% | -$6.65K | 0.18% | 97 |
|
|
2019
Q2 | $209K | Buy |
4,420
+664
| +18% | +$31.4K | 0.16% | 105 |
|
|
2019
Q1 | $181K | Sell |
3,756
-93
| -2% | -$4.48K | 0.14% | 113 |
|
|
2018
Q4 | $177K | Hold |
3,849
| – | – | 0.16% | 106 |
|
|
2018
Q3 | $202K | Sell |
3,849
-54
| -1% | -$2.83K | 0.15% | 113 |
|
|
2018
Q2 | $216K | Buy |
3,903
+54
| +1% | +$2.99K | 0.16% | 99 |
|
|
2018
Q1 | $202K | Hold |
3,849
| – | – | 0.16% | 105 |
|
|
2017
Q4 | $234K | Buy |
+3,849
| New | +$234K | 0.18% | 102 |
|