Pinnacle Wealth Management Advisory Group’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 | $938K | Buy |
11,710
+406
| +4% | +$32.5K | 0.08% | 148 |
|
|
2025
Q1 | $812K | Sell |
11,304
-177
| -2% | -$12.7K | 0.08% | 150 |
|
|
2024
Q4 | $806K | Sell |
11,481
-536
| -4% | -$37.6K | 0.08% | 148 |
|
|
2024
Q3 | $679K | Sell |
12,017
-679
| -5% | -$38.4K | 0.06% | 164 |
|
|
2024
Q2 | $754K | Buy |
12,696
+148
| +1% | +$8.79K | 0.08% | 148 |
|
|
2024
Q1 | $727K | Buy |
12,548
+296
| +2% | +$17.2K | 0.08% | 154 |
|
|
2023
Q4 | $603K | Buy |
12,252
+246
| +2% | +$12.1K | 0.07% | 160 |
|
|
2023
Q3 | $491K | Buy |
12,006
+154
| +1% | +$6.29K | 0.06% | 177 |
|
|
2023
Q2 | $506K | Sell |
11,852
-821
| -6% | -$35K | 0.06% | 181 |
|
|
2023
Q1 | $474K | Buy |
12,673
+3,671
| +41% | +$137K | 0.06% | 180 |
|
|
2022
Q4 | $372K | Sell |
9,002
-5,128
| -36% | -$212K | 0.06% | 200 |
|
|
2022
Q3 | $568K | Buy |
14,130
+6,670
| +89% | +$268K | 0.09% | 145 |
|
|
2022
Q2 | $292K | Buy |
+7,460
| New | +$292K | 0.05% | 224 |
|
|
2018
Q2 | – | Sell |
-4,341
| Closed | -$228K | – | 154 |
|
|
2018
Q1 | $228K | Hold |
4,341
| – | – | 0.13% | 128 |
|
|
2017
Q4 | $263K | Sell |
4,341
-202
| -4% | -$12.2K | 0.15% | 121 |
|
|
2017
Q3 | $251K | Sell |
4,543
-27,933
| -86% | -$1.54M | 0.15% | 128 |
|
|
2017
Q2 | $1.8M | Buy |
32,476
+1,967
| +6% | +$109K | 1.11% | 25 |
|
|
2017
Q1 | $1.7M | Buy |
30,509
+35
| +0.1% | +$1.95K | 1.17% | 23 |
|
|
2016
Q4 | $1.68M | Sell |
30,474
-825
| -3% | -$45.5K | 1.21% | 20 |
|
|
2016
Q3 | $1.39M | Buy |
31,299
+850
| +3% | +$37.6K | 1.05% | 24 |
|
|
2016
Q2 | $1.44M | Buy |
30,449
+1,450
| +5% | +$68.6K | 1.14% | 24 |
|
|
2016
Q1 | $1.4M | Sell |
28,999
-1,725
| -6% | -$83.4K | 1.25% | 23 |
|
|
2015
Q4 | $1.67M | Buy |
30,724
+2,200
| +8% | +$120K | 1.52% | 19 |
|
|
2015
Q3 | $1.47M | Buy |
28,524
+1,905
| +7% | +$97.8K | 1.41% | 21 |
|
|
2015
Q2 | $1.5M | Sell |
26,619
-1,591
| -6% | -$89.5K | 1.39% | 21 |
|
|
2015
Q1 | $1.54M | Buy |
28,210
+477
| +2% | +$26K | 1.38% | 21 |
|
|
2014
Q4 | $1.52M | Buy |
+27,733
| New | +$1.52M | 1.41% | 22 |
|