QPWM
Quadrant Private Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $770K | Buy |
9,606
+116
| +1% | +$9.29K | 0.16% | 116 |
|
|
2025
Q1 | $681K | Sell |
9,490
-390
| -4% | -$28K | 0.17% | 116 |
|
|
2024
Q4 | $694K | Buy |
9,880
+460
| +5% | +$32.3K | 0.17% | 117 |
|
|
2024
Q3 | $532K | Sell |
9,420
-584
| -6% | -$33K | 0.13% | 137 |
|
|
2024
Q2 | $594K | Sell |
10,004
-702
| -7% | -$41.7K | 0.14% | 130 |
|
|
2024
Q1 | $621K | Sell |
10,706
-3,415
| -24% | -$198K | 0.16% | 118 |
|
|
2023
Q4 | $695K | Buy |
14,121
+146
| +1% | +$7.19K | 0.19% | 106 |
|
|
2023
Q3 | $571K | Hold |
13,975
| – | – | 0.19% | 102 |
|
|
2023
Q2 | $596K | Sell |
13,975
-28
| -0.2% | -$1.2K | 0.17% | 117 |
|
|
2023
Q1 | $523K | Hold |
14,003
| – | – | 0.16% | 122 |
|
|
2022
Q4 | $578K | Buy |
+14,003
| New | +$578K | 0.19% | 114 |
|
|
2022
Q2 | $548K | Sell |
13,997
-316
| -2% | -$12.4K | 0.23% | 98 |
|
|
2022
Q1 | $694K | Buy |
14,313
+1,174
| +9% | +$56.9K | 0.26% | 85 |
|
|
2021
Q4 | $630K | Buy |
13,139
+108
| +0.8% | +$5.18K | 0.23% | 93 |
|
|
2021
Q3 | $605K | Sell |
13,031
-3,800
| -23% | -$176K | 0.25% | 89 |
|
|
2021
Q2 | $762K | Hold |
16,831
| – | – | 0.31% | 80 |
|
|
2021
Q1 | $658K | Sell |
16,831
-1,133
| -6% | -$44.3K | 0.29% | 84 |
|
|
2020
Q4 | $542K | Sell |
17,964
-221
| -1% | -$6.67K | 0.24% | 91 |
|
|
2020
Q3 | $428K | Sell |
18,185
-130
| -0.7% | -$3.06K | 0.22% | 99 |
|
|
2020
Q2 | $469K | Buy |
18,315
+5,138
| +39% | +$132K | 0.27% | 90 |
|
|
2020
Q1 | $378K | Buy |
13,177
+8,479
| +180% | +$243K | 0.32% | 73 |
|
|
2019
Q4 | $253K | Buy |
+4,698
| New | +$253K | 0.23% | 94 |
|
|
2019
Q3 | – | Sell |
-4,847
| Closed | -$229K | – | 92 |
|
|
2019
Q2 | $229K | Sell |
4,847
-421
| -8% | -$19.9K | 0.21% | 94 |
|
|
2019
Q1 | $255K | Sell |
5,268
-1,186
| -18% | -$57.4K | 0.23% | 87 |
|
|
2018
Q4 | $297K | Buy |
6,454
+437
| +7% | +$20.1K | 0.32% | 74 |
|
|
2018
Q3 | $316K | Buy |
6,017
+105
| +2% | +$5.51K | 0.28% | 71 |
|
|
2018
Q2 | $328K | Sell |
5,912
-20
| -0.3% | -$1.11K | 0.32% | 63 |
|
|
2018
Q1 | $311K | Buy |
5,932
+171
| +3% | +$8.97K | 0.41% | 59 |
|
|
2017
Q4 | $350K | Buy |
+5,761
| New | +$350K | 0.36% | 54 |
|