Powell 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 | $226K | Hold |
2,817
| – | – | 0.08% | 121 |
|
|
2025
Q1 | $202K | Hold |
2,817
| – | – | 0.1% | 112 |
|
|
2024
Q4 | $198K | Hold |
2,817
| – | – | 0.09% | 124 |
|
|
2024
Q3 | $159K | Hold |
2,817
| – | – | 0.07% | 123 |
|
|
2024
Q2 | $167K | Sell |
2,817
-352
| -11% | -$20.9K | 0.09% | 119 |
|
|
2024
Q1 | $184K | Hold |
3,169
| – | – | 0.1% | 119 |
|
|
2023
Q4 | $156K | Hold |
3,169
| – | – | 0.09% | 121 |
|
|
2023
Q3 | $129K | Hold |
3,169
| – | – | 0.08% | 115 |
|
|
2023
Q2 | $135K | Hold |
3,169
| – | – | 0.08% | 108 |
|
|
2023
Q1 | $118K | Hold |
3,169
| – | – | 0.07% | 111 |
|
|
2022
Q4 | $131K | Hold |
3,169
| – | – | 0.08% | 110 |
|
|
2022
Q3 | $127K | Hold |
3,169
| – | – | 0.08% | 107 |
|
|
2022
Q2 | $124K | Hold |
3,169
| – | – | 0.08% | 115 |
|
|
2022
Q1 | $154K | Buy |
3,169
+1,288
| +68% | +$62.6K | 0.09% | 108 |
|
|
2021
Q4 | $90K | Hold |
1,881
| – | – | 0.05% | 120 |
|
|
2021
Q3 | $87K | Hold |
1,881
| – | – | 0.05% | 115 |
|
|
2021
Q2 | $85K | Hold |
1,881
| – | – | 0.05% | 113 |
|
|
2021
Q1 | $73K | Hold |
1,881
| – | – | 0.05% | 113 |
|
|
2020
Q4 | $57K | Hold |
1,881
| – | – | 0.04% | 100 |
|
|
2020
Q3 | $44K | Sell |
1,881
-5,744
| -75% | -$134K | 0.04% | 105 |
|
|
2020
Q2 | $195K | Buy |
7,625
+48
| +0.6% | +$1.23K | 0.19% | 87 |
|
|
2020
Q1 | $217K | Buy |
7,577
+33
| +0.4% | +$945 | 0.26% | 80 |
|
|
2019
Q4 | $406K | Buy |
+7,544
| New | +$406K | 0.42% | 52 |
|