PSI 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 | – | Sell |
-2,012
| Closed | -$144K | – | 698 |
|
|
2025
Q1 | $144K | Sell |
2,012
-148
| -7% | -$10.6K | 0.05% | 134 |
|
|
2024
Q4 | $152K | Buy |
2,160
+1
| +0% | +$70 | 0.05% | 146 |
|
|
2024
Q3 | $122K | Sell |
2,159
-24
| -1% | -$1.36K | 0.04% | 168 |
|
|
2024
Q2 | $130K | Sell |
2,183
-177
| -8% | -$10.5K | 0.04% | 158 |
|
|
2024
Q1 | $137K | Sell |
2,360
-649
| -22% | -$37.6K | 0.05% | 154 |
|
|
2023
Q4 | $148K | Sell |
3,009
-1,349
| -31% | -$66.4K | 0.06% | 149 |
|
|
2023
Q3 | $178K | Sell |
4,358
-421
| -9% | -$17.2K | 0.08% | 133 |
|
|
2023
Q2 | $204K | Sell |
4,779
-68
| -1% | -$2.9K | 0.09% | 120 |
|
|
2023
Q1 | $181K | Hold |
4,847
| – | – | 0.09% | 123 |
|
|
2022
Q4 | $200K | Sell |
4,847
-2,005
| -29% | -$82.8K | 0.11% | 106 |
|
|
2022
Q3 | $276K | Sell |
6,852
-1,449
| -17% | -$58.4K | 0.15% | 98 |
|
|
2022
Q2 | $325K | Sell |
8,301
-219
| -3% | -$8.57K | 0.16% | 95 |
|
|
2022
Q1 | $413K | Sell |
8,520
-199
| -2% | -$9.65K | 0.17% | 102 |
|
|
2021
Q4 | $418K | Sell |
8,719
-815
| -9% | -$39.1K | 0.17% | 102 |
|
|
2021
Q3 | $442K | Sell |
9,534
-345
| -3% | -$16K | 0.2% | 92 |
|
|
2021
Q2 | $447K | Sell |
9,879
-5,274
| -35% | -$239K | 0.24% | 81 |
|
|
2021
Q1 | $592K | Sell |
15,153
-10,900
| -42% | -$426K | 0.35% | 61 |
|
|
2020
Q4 | $786K | Sell |
26,053
-4,630
| -15% | -$140K | 0.54% | 41 |
|
|
2020
Q3 | $721K | Buy |
30,683
+601
| +2% | +$14.1K | 0.55% | 36 |
|
|
2020
Q2 | $770K | Buy |
30,082
+6,952
| +30% | +$178K | 0.62% | 36 |
|
|
2020
Q1 | $663K | Buy |
23,130
+9,380
| +68% | +$269K | 0.61% | 38 |
|
|
2019
Q4 | $739K | Buy |
+13,750
| New | +$739K | 0.48% | 44 |
|