Pure 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 | $1.68M | Buy |
20,993
+786
| +4% | +$63K | 0.03% | 167 |
|
|
2025
Q1 | $1.45M | Buy |
20,207
+2,317
| +13% | +$166K | 0.03% | 146 |
|
|
2024
Q4 | $1.26M | Buy |
17,890
+255
| +1% | +$17.9K | 0.03% | 152 |
|
|
2024
Q3 | $996K | Buy |
17,635
+815
| +5% | +$46K | 0.02% | 154 |
|
|
2024
Q2 | $999K | Buy |
16,820
+705
| +4% | +$41.9K | 0.03% | 148 |
|
|
2024
Q1 | $934K | Sell |
16,115
-1,278
| -7% | -$74.1K | 0.03% | 150 |
|
|
2023
Q4 | $856K | Buy |
17,393
+2,199
| +14% | +$108K | 0.03% | 154 |
|
|
2023
Q3 | $621K | Buy |
15,194
+414
| +3% | +$16.9K | 0.03% | 153 |
|
|
2023
Q2 | $631K | Sell |
14,780
-2,101
| -12% | -$89.7K | 0.03% | 151 |
|
|
2023
Q1 | $631K | Buy |
16,881
+2,111
| +14% | +$78.9K | 0.03% | 147 |
|
|
2022
Q4 | $610K | Sell |
14,770
-777
| -5% | -$32.1K | 0.03% | 143 |
|
|
2022
Q3 | $625K | Buy |
15,547
+725
| +5% | +$29.1K | 0.04% | 138 |
|
|
2022
Q2 | $581K | Buy |
14,822
+781
| +6% | +$30.6K | 0.04% | 140 |
|
|
2022
Q1 | $680K | Buy |
14,041
+362
| +3% | +$17.5K | 0.03% | 133 |
|
|
2021
Q4 | $656K | Buy |
13,679
+428
| +3% | +$20.5K | 0.03% | 125 |
|
|
2021
Q3 | $615K | Buy |
13,251
+99
| +0.8% | +$4.6K | 0.05% | 120 |
|
|
2021
Q2 | $596K | Buy |
13,152
+70
| +0.5% | +$3.17K | 0.05% | 124 |
|
|
2021
Q1 | $511K | Buy |
13,082
+37
| +0.3% | +$1.45K | 0.05% | 119 |
|
|
2020
Q4 | $394K | Buy |
+13,045
| New | +$394K | 0.05% | 126 |
|
|
2020
Q1 | – | Sell |
-5,285
| Closed | -$284K | – | 146 |
|
|
2019
Q4 | $284K | Sell |
5,285
-1,516
| -22% | -$81.5K | 0.05% | 122 |
|
|
2019
Q3 | $343K | Sell |
6,801
-314
| -4% | -$15.8K | 0.06% | 103 |
|
|
2019
Q2 | $337K | Hold |
7,115
| – | – | 0.06% | 105 |
|
|
2019
Q1 | $344K | Sell |
7,115
-5
| -0.1% | -$242 | 0.06% | 105 |
|
|
2018
Q4 | $328K | Sell |
7,120
-1,117
| -14% | -$51.5K | 0.07% | 108 |
|
|
2018
Q3 | $433K | Buy |
+8,237
| New | +$433K | 0.09% | 93 |
|
|
2017
Q4 | – | Sell |
-6,759
| Closed | -$373K | – | 109 |
|
|
2017
Q3 | $373K | Sell |
6,759
-1,601
| -19% | -$88.4K | 0.1% | 84 |
|
|
2017
Q2 | $463K | Buy |
8,360
+112
| +1% | +$6.2K | 0.12% | 76 |
|
|
2017
Q1 | $459K | Sell |
8,248
-76
| -0.9% | -$4.23K | 0.13% | 70 |
|
|
2016
Q4 | $459K | Buy |
8,324
+1,365
| +20% | +$75.3K | 0.14% | 64 |
|
|
2016
Q3 | $308K | Hold |
6,959
| – | – | 0.1% | 80 |
|
|
2016
Q2 | $329K | Buy |
6,959
+190
| +3% | +$8.98K | 0.11% | 76 |
|
|
2016
Q1 | $328K | Sell |
6,769
-113
| -2% | -$5.48K | 0.12% | 71 |
|
|
2015
Q4 | $374K | Buy |
6,882
+113
| +2% | +$6.14K | 0.16% | 49 |
|
|
2015
Q3 | $348K | Sell |
6,769
-5,049
| -43% | -$260K | 0.16% | 46 |
|
|
2015
Q2 | $665K | Buy |
11,818
+2,109
| +22% | +$119K | 0.33% | 31 |
|
|
2015
Q1 | $528K | Buy |
9,709
+2,223
| +30% | +$121K | 0.18% | 32 |
|
|
2014
Q4 | $410K | Buy |
7,486
+727
| +11% | +$39.8K | 0.14% | 42 |
|
|
2014
Q3 | $351K | Sell |
6,759
-268
| -4% | -$13.9K | 0.13% | 41 |
|
|
2014
Q2 | $369K | Sell |
7,027
-480
| -6% | -$25.2K | 0.14% | 43 |
|
|
2014
Q1 | $370K | Sell |
7,507
-1,085
| -13% | -$53.5K | 0.15% | 39 |
|
|
2013
Q4 | $390K | Buy |
8,592
+885
| +11% | +$40.2K | 0.17% | 37 |
|
|
2013
Q3 | $318K | Buy |
7,707
+200
| +3% | +$8.25K | 0.15% | 39 |
|
|
2013
Q2 | $310K | Buy |
+7,507
| New | +$310K | 0.17% | 38 |
|