Pinnacle Wealth Planning Services’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 | $1.17M | Sell |
14,646
-1,782
| -11% | -$143K | 0.15% | 85 |
|
|
2025
Q1 | $1.18M | Buy |
16,428
+1,562
| +11% | +$112K | 0.18% | 69 |
|
|
2024
Q4 | $1.04M | Sell |
14,866
-288
| -2% | -$20.2K | 0.16% | 74 |
|
|
2024
Q3 | $856K | Sell |
15,154
-1,113
| -7% | -$62.9K | 0.12% | 113 |
|
|
2024
Q2 | $966K | Sell |
16,267
-112
| -0.7% | -$6.65K | 0.14% | 97 |
|
|
2024
Q1 | $949K | Sell |
16,379
-16,766
| -51% | -$972K | 0.14% | 101 |
|
|
2023
Q4 | $1.63M | Sell |
33,145
-71
| -0.2% | -$3.5K | 0.26% | 61 |
|
|
2023
Q3 | $1.36M | Buy |
33,216
+4,913
| +17% | +$201K | 0.22% | 65 |
|
|
2023
Q2 | $1.21M | Sell |
28,303
-2,041
| -7% | -$87.1K | 0.2% | 78 |
|
|
2023
Q1 | $1.13M | Buy |
30,344
+14,722
| +94% | +$550K | 0.19% | 82 |
|
|
2022
Q4 | $645K | Sell |
15,622
-835
| -5% | -$34.5K | 0.11% | 125 |
|
|
2022
Q3 | $662K | Buy |
16,457
+5,283
| +47% | +$213K | 0.12% | 108 |
|
|
2022
Q2 | $438K | Sell |
11,174
-4,802
| -30% | -$188K | 0.08% | 173 |
|
|
2022
Q1 | $774K | Buy |
15,976
+2,606
| +19% | +$126K | 0.14% | 115 |
|
|
2021
Q4 | $641K | Buy |
13,370
+2,501
| +23% | +$120K | 0.13% | 121 |
|
|
2021
Q3 | $504K | Buy |
10,869
+140
| +1% | +$6.49K | 0.11% | 136 |
|
|
2021
Q2 | $486K | Sell |
10,729
-10,104
| -48% | -$458K | 0.11% | 134 |
|
|
2021
Q1 | $814K | Buy |
20,833
+3,078
| +17% | +$120K | 0.21% | 80 |
|
|
2020
Q4 | $536K | Sell |
17,755
-974
| -5% | -$29.4K | 0.13% | 105 |
|
|
2020
Q3 | $440K | Buy |
18,729
+4,612
| +33% | +$108K | 0.15% | 110 |
|
|
2020
Q2 | $361K | Sell |
14,117
-3,251
| -19% | -$83.1K | 0.12% | 139 |
|
|
2020
Q1 | $497K | Buy |
17,368
+2,491
| +17% | +$71.3K | 0.24% | 85 |
|
|
2019
Q4 | $800K | Buy |
14,877
+901
| +6% | +$48.5K | 0.38% | 58 |
|
|
2019
Q3 | $704K | Buy |
13,976
+3,452
| +33% | +$174K | 0.38% | 57 |
|
|
2019
Q2 | $498K | Sell |
10,524
-2,736
| -21% | -$129K | 0.3% | 66 |
|
|
2019
Q1 | $640K | Buy |
13,260
+3,418
| +35% | +$165K | 0.43% | 41 |
|
|
2018
Q4 | $453K | Sell |
9,842
-3,927
| -29% | -$181K | 0.29% | 72 |
|
|
2018
Q3 | $723K | Buy |
13,769
+1,243
| +10% | +$65.3K | 0.66% | 40 |
|
|
2018
Q2 | $695K | Buy |
12,526
+1,982
| +19% | +$110K | 0.68% | 41 |
|
|
2018
Q1 | $552K | Buy |
10,544
+7,192
| +215% | +$377K | 0.57% | 55 |
|
|
2017
Q4 | $203K | Buy |
+3,352
| New | +$203K | 0.41% | 58 |
|