Stratos Wealth 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 | $732K | Buy |
9,139
+84
| +0.9% | +$6.73K | 0.04% | 371 |
|
|
2025
Q1 | $650K | Buy |
9,055
+1,822
| +25% | +$131K | 0.04% | 383 |
|
|
2024
Q4 | $508K | Sell |
7,233
-230
| -3% | -$16.2K | 0.02% | 469 |
|
|
2024
Q3 | $422K | Buy |
7,463
+98
| +1% | +$5.54K | 0.02% | 535 |
|
|
2024
Q2 | $437K | Sell |
7,365
-384
| -5% | -$22.8K | 0.02% | 508 |
|
|
2024
Q1 | $449K | Sell |
7,749
-400
| -5% | -$23.2K | 0.03% | 481 |
|
|
2023
Q4 | $401K | Sell |
8,149
-12,880
| -61% | -$634K | 0.02% | 498 |
|
|
2023
Q3 | $859K | Buy |
21,029
+2,009
| +11% | +$82.1K | 0.06% | 334 |
|
|
2023
Q2 | $812K | Buy |
19,020
+204
| +1% | +$8.71K | 0.06% | 344 |
|
|
2023
Q1 | $703K | Sell |
18,816
-526
| -3% | -$19.7K | 0.05% | 357 |
|
|
2022
Q4 | $799K | Sell |
19,342
-1,691
| -8% | -$69.8K | 0.07% | 320 |
|
|
2022
Q3 | $846K | Sell |
21,033
-1,605
| -7% | -$64.6K | 0.09% | 267 |
|
|
2022
Q2 | $887K | Sell |
22,638
-600
| -3% | -$23.5K | 0.08% | 283 |
|
|
2022
Q1 | $1.13M | Sell |
23,238
-4,769
| -17% | -$231K | 0.09% | 260 |
|
|
2021
Q4 | $1.34M | Buy |
28,007
+1,137
| +4% | +$54.6K | 0.1% | 247 |
|
|
2021
Q3 | $1.25M | Sell |
26,870
-9,856
| -27% | -$457K | 0.11% | 228 |
|
|
2021
Q2 | $1.66M | Buy |
36,726
+76
| +0.2% | +$3.44K | 0.15% | 181 |
|
|
2021
Q1 | $1.43M | Buy |
36,650
+24,237
| +195% | +$947K | 0.15% | 171 |
|
|
2020
Q4 | $375K | Hold |
12,413
| – | – | 0.05% | 285 |
|
|
2020
Q3 | $292K | Sell |
12,413
-1,502
| -11% | -$35.3K | 0.07% | 258 |
|
|
2020
Q2 | $356K | Buy |
+13,915
| New | +$356K | 0.11% | 182 |
|
|
2020
Q1 | – | Sell |
-6,224
| Closed | -$335K | – | 304 |
|
|
2019
Q4 | $335K | Sell |
6,224
-16,704
| -73% | -$899K | 0.19% | 123 |
|
|
2019
Q3 | $1.16M | Buy |
22,928
+1,125
| +5% | +$56.7K | 0.44% | 57 |
|
|
2019
Q2 | $1.03M | Buy |
21,803
+5,826
| +36% | +$276K | 0.41% | 61 |
|
|
2019
Q1 | $772K | Sell |
15,977
-403
| -2% | -$19.5K | 0.42% | 62 |
|
|
2018
Q4 | $755K | Buy |
+16,380
| New | +$755K | 0.5% | 60 |
|