Signature Estate & Investment 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 | $749K | Buy |
9,352
+859
| +10% | +$68.8K | 0.02% | 277 |
|
|
2025
Q1 | $610K | Sell |
8,493
-199
| -2% | -$14.3K | 0.02% | 301 |
|
|
2024
Q4 | $610K | Buy |
8,692
+2,177
| +33% | +$153K | 0.02% | 295 |
|
|
2024
Q3 | $368K | Buy |
6,515
+45
| +0.7% | +$2.54K | 0.01% | 374 |
|
|
2024
Q2 | $384K | Buy |
+6,470
| New | +$384K | 0.01% | 341 |
|
|
2019
Q3 | – | Sell |
-4,658
| Closed | -$221K | – | 166 |
|
|
2019
Q2 | $221K | Sell |
4,658
-500
| -10% | -$23.7K | 0.01% | 143 |
|
|
2019
Q1 | $249K | Buy |
5,158
+100
| +2% | +$4.83K | 0.02% | 143 |
|
|
2018
Q4 | $233K | Buy |
5,058
+105
| +2% | +$4.84K | 0.02% | 134 |
|
|
2018
Q3 | $260K | Buy |
+4,953
| New | +$260K | 0.02% | 112 |
|
|
2017
Q3 | – | Sell |
-1,841
| Closed | -$102K | – | 158 |
|
|
2017
Q2 | $102K | Sell |
1,841
-392
| -18% | -$21.7K | 0.01% | 143 |
|
|
2017
Q1 | $124K | Buy |
+2,233
| New | +$124K | 0.02% | 175 |
|
|
2016
Q3 | – | Sell |
-7,221
| Closed | -$342K | – | 171 |
|
|
2016
Q2 | $342K | Buy |
+7,221
| New | +$342K | 0.05% | 94 |
|