SWM
SeaCrest Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.02M | Sell |
12,767
-9,707
| -43% | -$778K | 0.11% | 174 |
|
|
2025
Q1 | $1.61M | Buy |
22,474
+853
| +4% | +$61.2K | 0.18% | 101 |
|
|
2024
Q4 | $1.52M | Buy |
21,621
+3,305
| +18% | +$232K | 0.16% | 117 |
|
|
2024
Q3 | $1.03M | Sell |
18,316
-46
| -0.3% | -$2.6K | 0.11% | 180 |
|
|
2024
Q2 | $1.09M | Buy |
18,362
+1,330
| +8% | +$79K | 0.12% | 164 |
|
|
2024
Q1 | $987K | Sell |
17,032
-14,792
| -46% | -$857K | 0.12% | 176 |
|
|
2023
Q4 | $1.59M | Buy |
31,824
+2,050
| +7% | +$102K | 0.2% | 107 |
|
|
2023
Q3 | $1.22M | Sell |
29,774
-1,485
| -5% | -$60.7K | 0.16% | 129 |
|
|
2023
Q2 | $1.33M | Sell |
31,259
-7,575
| -20% | -$323K | 0.17% | 126 |
|
|
2023
Q1 | $1.45M | Sell |
38,834
-1,228
| -3% | -$45.9K | 0.2% | 107 |
|
|
2022
Q4 | $1.65M | Buy |
40,062
+7,454
| +23% | +$308K | 0.24% | 86 |
|
|
2022
Q3 | $1.31M | Sell |
32,608
-1,707
| -5% | -$68.6K | 0.2% | 105 |
|
|
2022
Q2 | $1.34M | Buy |
34,315
+2,237
| +7% | +$87.6K | 0.17% | 118 |
|
|
2022
Q1 | $1.56M | Buy |
32,078
+3,135
| +11% | +$152K | 0.18% | 118 |
|
|
2021
Q4 | $1.39M | Buy |
28,943
+647
| +2% | +$31.1K | 0.15% | 136 |
|
|
2021
Q3 | $1.31M | Buy |
28,296
+900
| +3% | +$41.8K | 0.16% | 136 |
|
|
2021
Q2 | $1.24M | Sell |
27,396
-1,382
| -5% | -$62.6K | 0.15% | 144 |
|
|
2021
Q1 | $1.12M | Buy |
28,778
+1,051
| +4% | +$41.1K | 0.15% | 150 |
|
|
2020
Q4 | $837K | Sell |
27,727
-1,306
| -4% | -$39.4K | 0.12% | 186 |
|
|
2020
Q3 | $683K | Sell |
29,033
-5,321
| -15% | -$125K | 0.11% | 209 |
|
|
2020
Q2 | $879K | Buy |
34,354
+4,326
| +14% | +$111K | 0.15% | 150 |
|
|
2020
Q1 | $862K | Sell |
30,028
-1,698
| -5% | -$48.7K | 0.19% | 122 |
|
|
2019
Q4 | $1.71M | Buy |
31,726
+2,176
| +7% | +$117K | 0.29% | 78 |
|
|
2019
Q3 | $1.49M | Buy |
29,550
+312
| +1% | +$15.7K | 0.28% | 81 |
|
|
2019
Q2 | $1.38M | Sell |
29,238
-971
| -3% | -$46K | 0.28% | 81 |
|
|
2019
Q1 | $1.46M | Sell |
30,209
-561
| -2% | -$27.1K | 0.25% | 83 |
|
|
2018
Q4 | $1.42M | Sell |
30,770
-1,788
| -5% | -$82.4K | 0.29% | 72 |
|
|
2018
Q3 | $1.71M | Sell |
32,558
-1,646
| -5% | -$86.5K | 0.29% | 65 |
|
|
2018
Q2 | $1.9M | Sell |
34,204
-44
| -0.1% | -$2.44K | 0.34% | 54 |
|
|
2018
Q1 | $1.8M | Sell |
34,248
-678
| -2% | -$35.5K | 0.33% | 59 |
|
|
2017
Q4 | $2.12M | Buy |
+34,926
| New | +$2.12M | 0.39% | 48 |
|