Prime Capital 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 | $3.44M | Sell |
42,997
-16,277
| -27% | -$1.3M | 0.05% | 252 |
|
|
2025
Q1 | $4.26M | Buy |
59,274
+18,727
| +46% | +$1.34M | 0.05% | 248 |
|
|
2024
Q4 | $2.85M | Sell |
40,547
-91
| -0.2% | -$6.39K | 0.04% | 259 |
|
|
2024
Q3 | $2.3M | Sell |
40,638
-2,070
| -5% | -$117K | 0.03% | 292 |
|
|
2024
Q2 | $2.54M | Sell |
42,708
-5,600
| -12% | -$333K | 0.04% | 284 |
|
|
2024
Q1 | $2.8M | Sell |
48,308
-16,209
| -25% | -$939K | 0.04% | 288 |
|
|
2023
Q4 | $3.18M | Buy |
64,517
+29,580
| +85% | +$1.46M | 0.05% | 265 |
|
|
2023
Q3 | $1.43M | Sell |
34,937
-6,749
| -16% | -$276K | 0.03% | 299 |
|
|
2023
Q2 | $1.78M | Buy |
41,686
+21,852
| +110% | +$933K | 0.04% | 271 |
|
|
2023
Q1 | $741K | Buy |
19,834
+2,224
| +13% | +$83.1K | 0.03% | 291 |
|
|
2022
Q4 | $727K | Buy |
17,610
+11,154
| +173% | +$461K | 0.03% | 272 |
|
|
2022
Q3 | $260K | Buy |
6,456
+575
| +10% | +$23.2K | 0.01% | 333 |
|
|
2022
Q2 | $230K | Buy |
+5,881
| New | +$230K | 0.01% | 335 |
|
|
2021
Q3 | – | Sell |
-4,844
| Closed | -$219K | – | 394 |
|
|
2021
Q2 | $219K | Buy |
+4,844
| New | +$219K | 0.01% | 347 |
|
|
2020
Q3 | – | Sell |
-3,345
| Closed | -$86K | – | 510 |
|
|
2020
Q2 | $86K | Buy |
3,345
+1,823
| +120% | +$46.9K | 0.01% | 284 |
|
|
2020
Q1 | $44K | Buy |
1,522
+772
| +103% | +$22.3K | 0.01% | 294 |
|
|
2019
Q4 | $40K | Buy |
750
+540
| +257% | +$28.8K | ﹤0.01% | 326 |
|
|
2019
Q3 | $11K | Buy |
+210
| New | +$11K | ﹤0.01% | 506 |
|