SIA
Soltis Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.97M | Buy |
24,599
+459
| +2% | +$36.8K | 0.15% | 129 |
|
|
2025
Q1 | $1.73M | Buy |
24,140
+281
| +1% | +$20.2K | 0.15% | 137 |
|
|
2024
Q4 | $1.68M | Buy |
23,859
+875
| +4% | +$61.5K | 0.16% | 137 |
|
|
2024
Q3 | $1.3M | Sell |
22,984
-1,305
| -5% | -$73.7K | 0.13% | 142 |
|
|
2024
Q2 | $1.44M | Buy |
24,289
+2,036
| +9% | +$121K | 0.15% | 136 |
|
|
2024
Q1 | $1.29M | Sell |
22,253
-343
| -2% | -$19.9K | 0.14% | 140 |
|
|
2023
Q4 | $1.11M | Sell |
22,596
-94,804
| -81% | -$4.67M | 0.13% | 136 |
|
|
2023
Q3 | $4.8M | Buy |
117,400
+87,389
| +291% | +$3.57M | 0.62% | 51 |
|
|
2023
Q2 | $1.28M | Buy |
30,011
+365
| +1% | +$15.6K | 0.15% | 122 |
|
|
2023
Q1 | $1.11M | Buy |
29,646
+3,672
| +14% | +$137K | 0.14% | 128 |
|
|
2022
Q4 | $1.07M | Sell |
25,974
-1,493
| -5% | -$61.6K | 0.14% | 124 |
|
|
2022
Q3 | $1.11M | Sell |
27,467
-1,205
| -4% | -$48.5K | 0.17% | 120 |
|
|
2022
Q2 | $1.12M | Buy |
28,672
+4,112
| +17% | +$161K | 0.16% | 118 |
|
|
2022
Q1 | $1.19M | Buy |
24,560
+7,375
| +43% | +$357K | 0.17% | 117 |
|
|
2021
Q4 | $825K | Buy |
17,185
+19
| +0.1% | +$912 | 0.12% | 137 |
|
|
2021
Q3 | $797K | Sell |
17,166
-462
| -3% | -$21.5K | 0.12% | 131 |
|
|
2021
Q2 | $798K | Sell |
17,628
-281
| -2% | -$12.7K | 0.13% | 129 |
|
|
2021
Q1 | $700K | Sell |
17,909
-10,385
| -37% | -$406K | 0.13% | 122 |
|
|
2020
Q4 | $854K | Sell |
28,294
-1,212
| -4% | -$36.6K | 0.16% | 106 |
|
|
2020
Q3 | $694K | Buy |
29,506
+1,909
| +7% | +$44.9K | 0.16% | 107 |
|
|
2020
Q2 | $706K | Sell |
27,597
-11,876
| -30% | -$304K | 0.18% | 89 |
|
|
2020
Q1 | $1.13M | Buy |
39,473
+4,643
| +13% | +$133K | 0.35% | 45 |
|
|
2019
Q4 | $1.87M | Buy |
+34,830
| New | +$1.87M | 0.36% | 43 |
|