Providence Capital Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.07M | Sell |
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|
2025
Q1 | $1.03M | Buy |
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|
2024
Q4 | $670K | Sell |
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|
2024
Q3 | $624K | Buy |
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|
2024
Q2 | $650K | Sell |
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|
2024
Q1 | $6.59M | Sell |
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|
2023
Q4 | $5.68M | Buy |
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|
2023
Q3 | $166K | Buy |
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|
2023
Q2 | $170K | Hold |
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|
2023
Q1 | $149K | Sell |
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|
2022
Q4 | $434K | Sell |
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|
2022
Q3 | $429K | Sell |
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|
2022
Q2 | $422K | Sell |
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|
2022
Q1 | $523K | Buy |
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|
2021
Q4 | $509K | Buy |
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|
2021
Q3 | $414K | Sell |
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|
2021
Q2 | $412K | Buy |
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|
2021
Q1 | $312K | Sell |
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|
2020
Q4 | $468K | Buy |
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|
2020
Q3 | $324K | Buy |
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|
2020
Q2 | $268K | Buy |
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|
2020
Q1 | $42K | Sell |
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|
2019
Q4 | $91K | Sell |
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|
2019
Q3 | $2.81M | Buy |
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|
2019
Q2 | $2.56M | Buy |
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|
2019
Q1 | $17K | Buy |
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|
2018
Q4 | $12K | Sell |
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|
2018
Q3 | $28K | Sell |
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|
2018
Q2 | $35K | Sell |
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|
2018
Q1 | $36K | Sell |
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|
2017
Q4 | $50K | Buy |
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