TCI Wealth Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $397K | Buy |
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|
2025
Q2 | $311K | Sell |
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|
2025
Q1 | $283K | Sell |
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|
2024
Q4 | $312K | Sell |
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|
2024
Q3 | $273K | Buy |
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|
2024
Q2 | $261K | Buy |
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|
2024
Q1 | $246K | Buy |
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|
2023
Q4 | $206K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $152K | Sell |
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|
2022
Q4 | $237K | Buy |
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|
2022
Q3 | $198K | Buy |
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|
2022
Q2 | $183K | Buy |
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|
2022
Q1 | $186K | Sell |
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|
2021
Q4 | $190K | Buy |
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|
2021
Q3 | $124K | Sell |
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|
2021
Q2 | $121K | Buy |
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|
2021
Q1 | $104K | Buy |
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|
2020
Q4 | $48K | Sell |
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|
2020
Q3 | $63K | Sell |
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|
2020
Q2 | $76K | Sell |
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|
2020
Q1 | $107K | Sell |
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|
2019
Q4 | $238K | Sell |
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|
2019
Q3 | $223K | Sell |
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|
2019
Q2 | $210K | Sell |
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|
2019
Q1 | $229K | Buy |
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|
2018
Q4 | $216K | Sell |
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|
2018
Q3 | $740K | Sell |
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|
2018
Q2 | $784K | Sell |
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|
2018
Q1 | $751K | Sell |
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|
2017
Q4 | $907K | Sell |
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|
2017
Q3 | $825K | Sell |
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|
2017
Q2 | $833K | Sell |
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|
2017
Q1 | $886K | Sell |
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|
2016
Q4 | $1.19M | Buy |
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|
2016
Q3 | $941K | Buy |
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|
2016
Q2 | $1M | Sell |
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|
2016
Q1 | $1.08M | Buy |
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|
2015
Q4 | $1.09M | Buy |
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|
2015
Q3 | $887K | Buy |
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|
2015
Q2 | $731K | Buy |
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|
2015
Q1 | $635K | Sell |
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|
2014
Q4 | $649K | Sell |
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|
2014
Q3 | $621K | Sell |
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|
2014
Q2 | $637K | Sell |
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|
2014
Q1 | $648K | Sell |
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|
2013
Q4 | $670K | Buy |
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|
2013
Q3 | $529K | Buy |
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|
2013
Q2 | $527K | Buy |
|