TWA
TCI Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $311K | Sell |
3,877
-64
| -2% | -$5.13K | 0.02% | 182 |
|
|
2025
Q1 | $283K | Sell |
3,941
-507
| -11% | -$36.4K | 0.02% | 175 |
|
|
2024
Q4 | $312K | Sell |
4,448
-393
| -8% | -$27.6K | 0.03% | 170 |
|
|
2024
Q3 | $273K | Buy |
4,841
+439
| +10% | +$24.8K | 0.02% | 193 |
|
|
2024
Q2 | $261K | Buy |
4,402
+160
| +4% | +$9.5K | 0.02% | 187 |
|
|
2024
Q1 | $246K | Buy |
4,242
+47
| +1% | +$2.72K | 0.02% | 189 |
|
|
2023
Q4 | $206K | Buy |
+4,195
| New | +$206K | 0.02% | 194 |
|
|
2023
Q2 | – | Sell |
-4,074
| Closed | -$152K | – | 2230 |
|
|
2023
Q1 | $152K | Sell |
4,074
-1,654
| -29% | -$61.8K | 0.02% | 217 |
|
|
2022
Q4 | $237K | Buy |
5,728
+794
| +16% | +$32.8K | 0.03% | 161 |
|
|
2022
Q3 | $198K | Buy |
4,934
+252
| +5% | +$10.1K | 0.03% | 163 |
|
|
2022
Q2 | $183K | Buy |
4,682
+833
| +22% | +$32.6K | 0.03% | 172 |
|
|
2022
Q1 | $186K | Sell |
3,849
-114
| -3% | -$5.51K | 0.03% | 187 |
|
|
2021
Q4 | $190K | Buy |
3,963
+1,299
| +49% | +$62.3K | 0.03% | 184 |
|
|
2021
Q3 | $124K | Sell |
2,664
-5
| -0.2% | -$233 | 0.02% | 241 |
|
|
2021
Q2 | $121K | Buy |
2,669
+14
| +0.5% | +$635 | 0.02% | 229 |
|
|
2021
Q1 | $104K | Buy |
2,655
+1,060
| +66% | +$41.5K | 0.04% | 220 |
|
|
2020
Q4 | $48K | Sell |
1,595
-1,083
| -40% | -$32.6K | 0.02% | 315 |
|
|
2020
Q3 | $63K | Sell |
2,678
-274
| -9% | -$6.45K | 0.02% | 261 |
|
|
2020
Q2 | $76K | Sell |
2,952
-772
| -21% | -$19.9K | 0.03% | 240 |
|
|
2020
Q1 | $107K | Sell |
3,724
-691
| -16% | -$19.9K | 0.05% | 188 |
|
|
2019
Q4 | $238K | Sell |
4,415
-14
| -0.3% | -$755 | 0.09% | 155 |
|
|
2019
Q3 | $223K | Sell |
4,429
-17
| -0.4% | -$856 | 0.1% | 132 |
|
|
2019
Q2 | $210K | Sell |
4,446
-289
| -6% | -$13.7K | 0.09% | 138 |
|
|
2019
Q1 | $229K | Buy |
4,735
+42
| +0.9% | +$2.03K | 0.1% | 137 |
|
|
2018
Q4 | $216K | Sell |
4,693
-9,388
| -67% | -$432K | 0.1% | 130 |
|
|
2018
Q3 | $740K | Sell |
14,081
-52
| -0.4% | -$2.73K | 0.31% | 65 |
|
|
2018
Q2 | $784K | Sell |
14,133
-191
| -1% | -$10.6K | 0.35% | 62 |
|
|
2018
Q1 | $751K | Sell |
14,324
-623
| -4% | -$32.7K | 0.35% | 65 |
|
|
2017
Q4 | $907K | Sell |
14,947
-10
| -0.1% | -$607 | 0.4% | 61 |
|
|
2017
Q3 | $825K | Sell |
14,957
-77
| -0.5% | -$4.25K | 0.4% | 60 |
|
|
2017
Q2 | $833K | Sell |
15,034
-891
| -6% | -$49.4K | 0.43% | 55 |
|
|
2017
Q1 | $886K | Sell |
15,925
-5,742
| -27% | -$319K | 0.46% | 54 |
|
|
2016
Q4 | $1.19M | Buy |
21,667
+422
| +2% | +$23.3K | 0.63% | 40 |
|
|
2016
Q3 | $941K | Buy |
21,245
+95
| +0.4% | +$4.21K | 0.51% | 48 |
|
|
2016
Q2 | $1M | Sell |
21,150
-1,144
| -5% | -$54.1K | 0.56% | 46 |
|
|
2016
Q1 | $1.08M | Buy |
22,294
+2,275
| +11% | +$110K | 0.6% | 42 |
|
|
2015
Q4 | $1.09M | Buy |
20,019
+2,746
| +16% | +$149K | 0.61% | 41 |
|
|
2015
Q3 | $887K | Buy |
17,273
+4,280
| +33% | +$220K | 0.53% | 47 |
|
|
2015
Q2 | $731K | Buy |
12,993
+1,328
| +11% | +$74.7K | 0.42% | 55 |
|
|
2015
Q1 | $635K | Sell |
11,665
-177
| -1% | -$9.64K | 0.4% | 59 |
|
|
2014
Q4 | $649K | Sell |
11,842
-135
| -1% | -$7.4K | 0.4% | 58 |
|
|
2014
Q3 | $621K | Sell |
11,977
-140
| -1% | -$7.26K | 0.39% | 59 |
|
|
2014
Q2 | $637K | Sell |
12,117
-910
| -7% | -$47.8K | 0.38% | 59 |
|
|
2014
Q1 | $648K | Sell |
13,027
-1,730
| -12% | -$86.1K | 0.42% | 56 |
|
|
2013
Q4 | $670K | Buy |
14,757
+1,959
| +15% | +$88.9K | 0.42% | 52 |
|
|
2013
Q3 | $529K | Buy |
12,798
+38
| +0.3% | +$1.57K | 0.4% | 55 |
|
|
2013
Q2 | $527K | Buy |
+12,760
| New | +$527K | 0.4% | 58 |
|