Stratos Wealth Partners’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 | $9.16M | Buy |
114,270
+1,378
| +1% | +$110K | 0.12% | 175 |
|
|
2025
Q1 | $8.1M | Buy |
112,892
+36,416
| +48% | +$2.61M | 0.12% | 173 |
|
|
2024
Q4 | $5.37M | Sell |
76,476
-20,269
| -21% | -$1.42M | 0.08% | 260 |
|
|
2024
Q3 | $5.47M | Buy |
96,745
+6,317
| +7% | +$357K | 0.08% | 250 |
|
|
2024
Q2 | $5.37M | Buy |
90,428
+2,722
| +3% | +$162K | 0.09% | 233 |
|
|
2024
Q1 | $5.08M | Sell |
87,706
-6,352
| -7% | -$368K | 0.08% | 242 |
|
|
2023
Q4 | $4.63M | Buy |
94,058
+17,458
| +23% | +$859K | 0.09% | 236 |
|
|
2023
Q3 | $3.13M | Buy |
76,600
+3,647
| +5% | +$149K | 0.07% | 282 |
|
|
2023
Q2 | $3.11M | Buy |
72,953
+14,468
| +25% | +$617K | 0.07% | 273 |
|
|
2023
Q1 | $2.19M | Sell |
58,485
-64,259
| -52% | -$2.4M | 0.06% | 298 |
|
|
2022
Q4 | $5.07M | Buy |
122,744
+27,094
| +28% | +$1.12M | 0.13% | 173 |
|
|
2022
Q3 | $3.85M | Sell |
95,650
-38,669
| -29% | -$1.56M | 0.11% | 192 |
|
|
2022
Q2 | $5.26M | Buy |
134,319
+33,379
| +33% | +$1.31M | 0.13% | 158 |
|
|
2022
Q1 | $4.89M | Buy |
100,940
+25,694
| +34% | +$1.25M | 0.11% | 192 |
|
|
2021
Q4 | $3.61M | Buy |
75,246
+5,248
| +7% | +$252K | 0.08% | 236 |
|
|
2021
Q3 | $3.25M | Buy |
69,998
+3,580
| +5% | +$166K | 0.08% | 239 |
|
|
2021
Q2 | $3.01M | Buy |
66,418
+2,644
| +4% | +$120K | 0.07% | 258 |
|
|
2021
Q1 | $2.49M | Buy |
63,774
+343
| +0.5% | +$13.4K | 0.07% | 256 |
|
|
2020
Q4 | $1.91M | Sell |
63,431
-19,893
| -24% | -$600K | 0.06% | 275 |
|
|
2020
Q3 | $1.96M | Sell |
83,324
-45,864
| -36% | -$1.08M | 0.06% | 265 |
|
|
2020
Q2 | $3.31M | Buy |
129,188
+54,655
| +73% | +$1.4M | 0.12% | 182 |
|
|
2020
Q1 | $2.14M | Buy |
74,533
+9,736
| +15% | +$279K | 0.1% | 211 |
|
|
2019
Q4 | $3.49M | Buy |
64,797
+939
| +1% | +$50.5K | 0.14% | 165 |
|
|
2019
Q3 | $3.22M | Sell |
63,858
-1,783
| -3% | -$89.9K | 0.14% | 163 |
|
|
2019
Q2 | $3.11M | Buy |
65,641
+361
| +0.6% | +$17.1K | 0.13% | 166 |
|
|
2019
Q1 | $3.15M | Sell |
65,280
-1,832
| -3% | -$88.5K | 0.14% | 167 |
|
|
2018
Q4 | $3.09M | Sell |
67,112
-3,640
| -5% | -$168K | 0.16% | 143 |
|
|
2018
Q3 | $3.72M | Sell |
70,752
-1,529
| -2% | -$80.4K | 0.17% | 128 |
|
|
2018
Q2 | $4.01M | Sell |
72,281
-13,623
| -16% | -$755K | 0.18% | 118 |
|
|
2018
Q1 | $4.5M | Sell |
85,904
-363
| -0.4% | -$19K | 0.19% | 113 |
|
|
2017
Q4 | $5.23M | Sell |
86,267
-15,022
| -15% | -$911K | 0.23% | 89 |
|
|
2017
Q3 | $5.59M | Sell |
101,289
-10,685
| -10% | -$589K | 0.26% | 79 |
|
|
2017
Q2 | $6.2M | Buy |
111,974
+5,197
| +5% | +$288K | 0.32% | 66 |
|
|
2017
Q1 | $5.94M | Buy |
106,777
+15,959
| +18% | +$888K | 0.34% | 66 |
|
|
2016
Q4 | $5.01M | Sell |
90,818
-6,431
| -7% | -$354K | 0.31% | 70 |
|
|
2016
Q3 | $4.31M | Buy |
97,249
+34,421
| +55% | +$1.52M | 0.29% | 70 |
|
|
2016
Q2 | $2.97M | Buy |
62,828
+15,790
| +34% | +$747K | 0.22% | 89 |
|
|
2016
Q1 | $2.28M | Sell |
47,038
-42
| -0.1% | -$2.03K | 0.2% | 95 |
|
|
2015
Q4 | $2.56M | Sell |
47,080
-17,521
| -27% | -$952K | 0.21% | 89 |
|
|
2015
Q3 | $3.32M | Buy |
64,601
+8,091
| +14% | +$415K | 0.42% | 48 |
|
|
2015
Q2 | $3.18M | Sell |
56,510
-62,040
| -52% | -$3.49M | 0.41% | 48 |
|
|
2015
Q1 | $6.45M | Buy |
118,550
+32,452
| +38% | +$1.77M | 0.77% | 22 |
|
|
2014
Q4 | $4.72M | Buy |
86,098
+13,358
| +18% | +$732K | 0.85% | 18 |
|
|
2014
Q3 | $3.77M | Sell |
72,740
-6,998
| -9% | -$363K | 0.88% | 19 |
|
|
2014
Q2 | $4.19M | Buy |
+79,738
| New | +$4.19M | 1.4% | 7 |
|