Procyon 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 | $265K | Sell |
3,303
-3,520
| -52% | -$282K | 0.02% | 388 |
|
|
2025
Q1 | $490K | Buy |
6,823
+184
| +3% | +$13.2K | 0.03% | 371 |
|
|
2024
Q4 | $466K | Buy |
6,639
+454
| +7% | +$31.9K | 0.03% | 340 |
|
|
2024
Q3 | $348K | Sell |
6,185
-41
| -0.7% | -$2.31K | 0.02% | 414 |
|
|
2024
Q2 | $370K | Sell |
6,226
-98,933
| -94% | -$5.88M | 0.03% | 371 |
|
|
2024
Q1 | $6.1M | Sell |
105,159
-298
| -0.3% | -$17.3K | 0.47% | 50 |
|
|
2023
Q4 | $5.19M | Buy |
105,457
+2,464
| +2% | +$121K | 0.44% | 50 |
|
|
2023
Q3 | $4.21M | Sell |
102,993
-1,284
| -1% | -$52.5K | 0.43% | 55 |
|
|
2023
Q2 | $4.45M | Buy |
+104,277
| New | +$4.45M | 0.56% | 39 |
|
|
2020
Q3 | – | Sell |
-780
| Closed | -$20K | – | 1048 |
|
|
2020
Q2 | $20K | Sell |
780
-253
| -24% | -$6.49K | 0.01% | 536 |
|
|
2020
Q1 | $30K | Buy |
1,033
+347
| +51% | +$10.1K | 0.02% | 411 |
|
|
2019
Q4 | $37K | Buy |
+686
| New | +$37K | 0.02% | 392 |
|