PAI
Pittenger & Anderson Inc’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $82.9K | Hold |
1,035
| – | – | ﹤0.01% | 265 |
|
|
2025
Q1 | $74.3K | Hold |
1,035
| – | – | ﹤0.01% | 265 |
|
|
2024
Q4 | $72.7K | Hold |
1,035
| – | – | ﹤0.01% | 278 |
|
|
2024
Q3 | $58.5K | Buy |
1,035
+204
| +25% | +$11.5K | ﹤0.01% | 292 |
|
|
2024
Q2 | $49.4K | Hold |
831
| – | – | ﹤0.01% | 298 |
|
|
2024
Q1 | $48.2K | Hold |
831
| – | – | ﹤0.01% | 297 |
|
|
2023
Q4 | $40.9K | Sell |
831
-304
| -27% | -$15K | ﹤0.01% | 300 |
|
|
2023
Q3 | $46.4K | Sell |
1,135
-2,200
| -66% | -$89.9K | ﹤0.01% | 276 |
|
|
2023
Q2 | $142K | Buy |
3,335
+1,200
| +56% | +$51.2K | 0.01% | 223 |
|
|
2023
Q1 | $79.8K | Hold |
2,135
| – | – | ﹤0.01% | 257 |
|
|
2022
Q4 | $88.2K | Buy |
2,135
+735
| +53% | +$30.3K | ﹤0.01% | 248 |
|
|
2022
Q3 | $56K | Buy |
1,400
+1,000
| +250% | +$40K | ﹤0.01% | 266 |
|
|
2022
Q2 | $16K | Hold |
400
| – | – | ﹤0.01% | 326 |
|
|
2022
Q1 | $19K | Hold |
400
| – | – | ﹤0.01% | 321 |
|
|
2021
Q4 | $19K | Hold |
400
| – | – | ﹤0.01% | 315 |
|
|
2021
Q3 | $19K | Hold |
400
| – | – | ﹤0.01% | 328 |
|
|
2021
Q2 | $18K | Hold |
400
| – | – | ﹤0.01% | 307 |
|
|
2021
Q1 | $16K | Sell |
400
-400
| -50% | -$16K | ﹤0.01% | 300 |
|
|
2020
Q4 | $24K | Hold |
800
| – | – | ﹤0.01% | 282 |
|
|
2020
Q3 | $19K | Sell |
800
-4,100
| -84% | -$97.4K | ﹤0.01% | 282 |
|
|
2020
Q2 | $125K | Sell |
4,900
-1,000
| -17% | -$25.5K | 0.01% | 216 |
|
|
2020
Q1 | $169K | Sell |
5,900
-200
| -3% | -$5.73K | 0.01% | 194 |
|
|
2019
Q4 | $328K | Sell |
6,100
-200
| -3% | -$10.8K | 0.02% | 199 |
|
|
2019
Q3 | $318K | Hold |
6,300
| – | – | 0.02% | 199 |
|
|
2019
Q2 | $298K | Sell |
6,300
-500
| -7% | -$23.7K | 0.02% | 196 |
|
|
2019
Q1 | $329K | Sell |
6,800
-6,500
| -49% | -$314K | 0.03% | 195 |
|
|
2018
Q4 | $613K | Hold |
13,300
| – | – | 0.06% | 176 |
|
|
2018
Q3 | $699K | Hold |
13,300
| – | – | 0.06% | 177 |
|
|
2018
Q2 | $737K | Sell |
13,300
-1,000
| -7% | -$55.4K | 0.06% | 176 |
|
|
2018
Q1 | $749K | Sell |
14,300
-11,827
| -45% | -$619K | 0.07% | 183 |
|
|
2017
Q4 | $1.59M | Buy |
26,127
+5,487
| +27% | +$333K | 0.14% | 156 |
|
|
2017
Q3 | $1.14M | Hold |
20,640
| – | – | 0.1% | 162 |
|
|
2017
Q2 | $1.14M | Buy |
20,640
+140
| +0.7% | +$7.76K | 0.11% | 165 |
|
|
2017
Q1 | $1.14M | Sell |
20,500
-57,518
| -74% | -$3.2M | 0.11% | 163 |
|
|
2016
Q4 | $4.3M | Sell |
78,018
-14,365
| -16% | -$792K | 0.46% | 56 |
|
|
2016
Q3 | $4.09M | Sell |
92,383
-6,425
| -7% | -$285K | 0.45% | 59 |
|
|
2016
Q2 | $4.68M | Sell |
98,808
-8,680
| -8% | -$411K | 0.52% | 48 |
|
|
2016
Q1 | $5.2M | Buy |
107,488
+5,180
| +5% | +$250K | 0.6% | 37 |
|
|
2015
Q4 | $5.56M | Buy |
102,308
+4,920
| +5% | +$267K | 0.7% | 19 |
|
|
2015
Q3 | $5M | Sell |
97,388
-360
| -0.4% | -$18.5K | 0.66% | 22 |
|
|
2015
Q2 | $5.5M | Sell |
97,748
-2,445
| -2% | -$137K | 0.71% | 19 |
|
|
2015
Q1 | $5.45M | Sell |
100,193
-1,190
| -1% | -$64.7K | 0.7% | 19 |
|
|
2014
Q4 | $5.56M | Buy |
101,383
+46,995
| +86% | +$2.58M | 0.73% | 16 |
|
|
2014
Q3 | $2.82M | Buy |
54,388
+5,360
| +11% | +$278K | 0.41% | 57 |
|
|
2014
Q2 | $2.58M | Buy |
49,028
+10,195
| +26% | +$536K | 0.38% | 71 |
|
|
2014
Q1 | $1.93M | Buy |
38,833
+500
| +1% | +$24.9K | 0.27% | 99 |
|
|
2013
Q4 | $1.74M | Buy |
38,333
+7,668
| +25% | +$348K | 0.24% | 107 |
|
|
2013
Q3 | $1.27M | Buy |
30,665
+3,865
| +14% | +$160K | 0.2% | 122 |
|
|
2013
Q2 | $1.11M | Buy |
+26,800
| New | +$1.11M | 0.19% | 129 |
|