Strategic 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 | $783K | Sell |
9,882
-1,498
| -13% | -$119K | 0.08% | 116 |
|
|
2025
Q1 | $817K | Sell |
11,380
-1,126
| -9% | -$80.8K | 0.09% | 123 |
|
|
2024
Q4 | $878K | Sell |
12,506
-1,325
| -10% | -$93.1K | 0.09% | 122 |
|
|
2024
Q3 | $781K | Sell |
13,831
-448
| -3% | -$25.3K | 0.09% | 138 |
|
|
2024
Q2 | $848K | Sell |
14,279
-103
| -0.7% | -$6.12K | 0.1% | 125 |
|
|
2024
Q1 | $834K | Sell |
14,382
-2,316
| -14% | -$134K | 0.11% | 124 |
|
|
2023
Q4 | $822K | Sell |
16,698
-1,244
| -7% | -$61.2K | 0.12% | 113 |
|
|
2023
Q3 | $733K | Sell |
17,942
-15,370
| -46% | -$628K | 0.12% | 125 |
|
|
2023
Q2 | $1.42M | Buy |
33,312
+16,400
| +97% | +$700K | 0.2% | 52 |
|
|
2023
Q1 | $632K | Sell |
16,912
-215
| -1% | -$8.04K | 0.11% | 133 |
|
|
2022
Q4 | $707K | Buy |
17,127
+129
| +0.8% | +$5.33K | 0.15% | 121 |
|
|
2022
Q3 | $683K | Buy |
+16,998
| New | +$683K | 0.15% | 104 |
|