Providence Wealth 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 | $1.32M | Buy |
17,030
+725
| +4% | +$56.1K | 0.9% | 38 |
|
|
2025
Q1 | $1.16M | Buy |
16,305
+235
| +1% | +$16.7K | 0.88% | 41 |
|
|
2024
Q4 | $1.16M | Buy |
16,070
+116
| +0.7% | +$8.39K | 0.88% | 39 |
|
|
2024
Q3 | $1.03M | Buy |
15,954
+475
| +3% | +$30.8K | 0.76% | 43 |
|
|
2024
Q2 | $924K | Buy |
15,479
+300
| +2% | +$17.9K | 0.74% | 45 |
|
|
2024
Q1 | $873K | Sell |
15,179
-1,802
| -11% | -$104K | 0.75% | 45 |
|
|
2023
Q4 | $1.73M | Buy |
16,981
+2,957
| +21% | +$301K | 1.56% | 18 |
|
|
2023
Q3 | $554K | Buy |
14,024
+350
| +3% | +$13.8K | 0.62% | 48 |
|
|
2023
Q2 | $595K | Sell |
13,674
-1,965
| -13% | -$85.4K | 0.66% | 48 |
|
|
2023
Q1 | $655K | Buy |
15,639
+1,140
| +8% | +$47.8K | 0.48% | 60 |
|
|
2022
Q4 | $615K | Buy |
14,499
+150
| +1% | +$6.36K | 0.46% | 60 |
|
|
2022
Q3 | $670K | Sell |
14,349
-619
| -4% | -$28.9K | 0.5% | 58 |
|
|
2022
Q2 | $585K | Buy |
14,968
+1,550
| +12% | +$60.6K | 0.42% | 67 |
|
|
2022
Q1 | $654K | Buy |
13,418
+450
| +3% | +$21.9K | 0.42% | 67 |
|
|
2021
Q4 | $719K | Hold |
12,968
| – | – | 0.45% | 62 |
|
|
2021
Q3 | $606K | Buy |
12,968
+200
| +2% | +$9.35K | 0.42% | 66 |
|
|
2021
Q2 | $566K | Hold |
12,768
| – | – | 0.39% | 65 |
|
|
2021
Q1 | $499K | Buy |
12,768
+599
| +5% | +$23.4K | 0.37% | 66 |
|
|
2020
Q4 | $362K | Buy |
12,169
+1,720
| +16% | +$51.2K | 0.3% | 72 |
|
|
2020
Q3 | $246K | Sell |
10,449
-600
| -5% | -$14.1K | 0.24% | 77 |
|
|
2020
Q2 | $283K | Sell |
11,049
-497
| -4% | -$12.7K | 0.29% | 76 |
|
|
2020
Q1 | $309K | Sell |
11,546
-12,275
| -52% | -$329K | 0.37% | 67 |
|
|
2019
Q4 | $1.24M | Buy |
23,821
+11,771
| +98% | +$612K | 1.14% | 33 |
|
|
2019
Q3 | $608K | Buy |
12,050
+175
| +1% | +$8.83K | 0.54% | 59 |
|
|
2019
Q2 | $565K | Hold |
11,875
| – | – | 0.53% | 61 |
|
|
2019
Q1 | $577K | Buy |
11,875
+456
| +4% | +$22.2K | 0.54% | 60 |
|
|
2018
Q4 | $523K | Sell |
11,419
-1,533
| -12% | -$70.2K | 0.58% | 58 |
|
|
2018
Q3 | $681K | Buy |
12,952
+500
| +4% | +$26.3K | 0.62% | 52 |
|
|
2018
Q2 | $690K | Buy |
12,452
+1,150
| +10% | +$63.7K | 0.67% | 52 |
|
|
2018
Q1 | $580K | Buy |
+11,302
| New | +$580K | 0.86% | 45 |
|