Professional Financial 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 | $346K | Buy |
4,321
+22
| +0.5% | +$1.76K | 0.08% | 91 |
|
|
2025
Q1 | $309K | Buy |
4,299
+20
| +0.5% | +$1.44K | 0.08% | 88 |
|
|
2024
Q4 | $301K | Buy |
4,279
+21
| +0.5% | +$1.48K | 0.08% | 89 |
|
|
2024
Q3 | $241K | Buy |
4,258
+27
| +0.6% | +$1.53K | 0.06% | 99 |
|
|
2024
Q2 | $251K | Buy |
4,231
+23
| +0.5% | +$1.37K | 0.07% | 91 |
|
|
2024
Q1 | $244K | Buy |
4,208
+25
| +0.6% | +$1.45K | 0.07% | 94 |
|
|
2023
Q4 | $206K | Buy |
+4,183
| New | +$206K | 0.07% | 92 |
|
|
2022
Q4 | – | Sell |
-4,045
| Closed | -$163K | – | 470 |
|
|
2022
Q3 | $163K | Buy |
4,045
+26
| +0.6% | +$1.05K | 0.1% | 79 |
|
|
2022
Q2 | $157K | Buy |
4,019
+21
| +0.5% | +$820 | 0.09% | 84 |
|
|
2022
Q1 | $194K | Buy |
3,998
+18
| +0.5% | +$873 | 0.08% | 77 |
|
|
2021
Q4 | $191K | Buy |
3,980
+15
| +0.4% | +$720 | 0.08% | 103 |
|
|
2021
Q3 | $184K | Buy |
3,965
+16
| +0.4% | +$742 | 0.11% | 86 |
|
|
2021
Q2 | $177K | Buy |
3,949
+8
| +0.2% | +$359 | 0.1% | 95 |
|
|
2021
Q1 | $154K | Buy |
3,941
+10
| +0.3% | +$391 | 0.1% | 91 |
|
|
2020
Q4 | $119K | Hold |
3,931
| – | – | 0.09% | 94 |
|
|
2020
Q3 | $84K | Buy |
+3,931
| New | +$84K | 0.08% | 101 |
|
|
2020
Q1 | – | Sell |
-4,352
| Closed | -$234K | – | 82 |
|
|
2019
Q4 | $234K | Buy |
+4,352
| New | +$234K | 0.22% | 75 |
|