Semmax 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 | $6.4M | Sell |
81,727
-2,415
| -3% | -$189K | 1.65% | 14 |
|
|
2025
Q1 | $6.1M | Buy |
84,142
+2,583
| +3% | +$187K | 1.65% | 16 |
|
|
2024
Q4 | $6.46M | Sell |
81,559
-11,560
| -12% | -$916K | 1.72% | 14 |
|
|
2024
Q3 | $6.8M | Buy |
93,119
+10,459
| +13% | +$764K | 1.87% | 10 |
|
|
2024
Q2 | $4.4M | Buy |
82,660
+4,416
| +6% | +$235K | 1.32% | 21 |
|
|
2024
Q1 | $4.82M | Sell |
78,244
-14,102
| -15% | -$869K | 1.59% | 16 |
|
|
2023
Q4 | $4.49M | Sell |
92,346
-7,366
| -7% | -$358K | 1.63% | 15 |
|
|
2023
Q3 | $4.1M | Buy |
+99,712
| New | +$4.1M | 1.64% | 21 |
|
|
2022
Q4 | $4.92M | Buy |
111,430
+4,392
| +4% | +$194K | 1.96% | 20 |
|
|
2022
Q3 | $5.07M | Sell |
107,038
-1,708
| -2% | -$80.9K | 2.15% | 12 |
|
|
2022
Q2 | $4.85M | Buy |
108,746
+10,734
| +11% | +$479K | 1.98% | 18 |
|
|
2022
Q1 | $4.75M | Buy |
98,012
+5,540
| +6% | +$268K | 1.87% | 12 |
|
|
2021
Q4 | $4.44M | Sell |
92,472
-10,823
| -10% | -$519K | 1.64% | 16 |
|
|
2021
Q3 | $4.79M | Sell |
103,295
-6,590
| -6% | -$306K | 1.66% | 15 |
|
|
2021
Q2 | $4.98M | Buy |
109,885
+5,228
| +5% | +$237K | 1.59% | 16 |
|
|
2021
Q1 | $4.09M | Sell |
104,657
-4,073
| -4% | -$159K | 1.46% | 19 |
|
|
2020
Q4 | $3.28M | Buy |
108,730
+890
| +0.8% | +$26.9K | 1.36% | 19 |
|
|
2020
Q3 | $2.54M | Buy |
107,840
+4,105
| +4% | +$96.5K | 1.21% | 27 |
|
|
2020
Q2 | $2.66M | Buy |
103,735
+5,223
| +5% | +$134K | 1.39% | 22 |
|
|
2020
Q1 | $2.83M | Buy |
98,512
+17,761
| +22% | +$510K | 1.79% | 14 |
|
|
2019
Q4 | $4.34M | Buy |
80,751
+4,820
| +6% | +$259K | 2.39% | 9 |
|
|
2019
Q3 | $3.83M | Buy |
75,931
+10,984
| +17% | +$554K | 2.29% | 10 |
|
|
2019
Q2 | $3.07M | Buy |
64,947
+38,951
| +150% | +$1.84M | 1.98% | 11 |
|
|
2019
Q1 | $1.26M | Buy |
25,996
+14,343
| +123% | +$693K | 0.87% | 25 |
|
|
2018
Q4 | $537K | Buy |
+11,653
| New | +$537K | 0.42% | 61 |
|