Toth Financial Advisory’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 | $15.5K | Hold |
193
| – | – | ﹤0.01% | 443 |
|
|
2025
Q1 | $13.9K | Buy |
193
+165
| +589% | +$11.8K | ﹤0.01% | 428 |
|
|
2024
Q4 | $1.97K | Hold |
28
| – | – | ﹤0.01% | 585 |
|
|
2024
Q3 | $1.58K | Sell |
28
-65
| -70% | -$3.67K | ﹤0.01% | 618 |
|
|
2024
Q2 | $5.52K | Hold |
93
| – | – | ﹤0.01% | 518 |
|
|
2024
Q1 | $5.39K | Hold |
93
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $4.58K | Hold |
93
| – | – | ﹤0.01% | 539 |
|
|
2023
Q3 | $3.8K | Hold |
93
| – | – | ﹤0.01% | 563 |
|
|
2023
Q2 | $3.97K | Hold |
93
| – | – | ﹤0.01% | 572 |
|
|
2023
Q1 | $3.48K | Sell |
93
-12
| -11% | -$449 | ﹤0.01% | 580 |
|
|
2022
Q4 | $4.34K | Buy |
105
+12
| +13% | +$495 | ﹤0.01% | 515 |
|
|
2022
Q3 | $4K | Hold |
93
| – | – | ﹤0.01% | 577 |
|
|
2022
Q2 | $4K | Sell |
93
-535
| -85% | -$23K | ﹤0.01% | 533 |
|
|
2022
Q1 | $30K | Buy |
628
+600
| +2,143% | +$28.7K | ﹤0.01% | 340 |
|
|
2021
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 716 |
|
|
2021
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 731 |
|
|
2021
Q2 | $1K | Hold |
28
| – | – | ﹤0.01% | 662 |
|
|
2021
Q1 | $1K | Hold |
28
| – | – | ﹤0.01% | 645 |
|
|
2020
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 578 |
|
|
2020
Q3 | $1K | Sell |
28
-641
| -96% | -$22.9K | ﹤0.01% | 525 |
|
|
2020
Q2 | $17K | Buy |
669
+623
| +1,354% | +$15.8K | ﹤0.01% | 300 |
|
|
2020
Q1 | $1K | Hold |
46
| – | – | ﹤0.01% | 426 |
|
|
2019
Q4 | $2K | Hold |
46
| – | – | ﹤0.01% | 424 |
|
|
2019
Q3 | $2K | Hold |
46
| – | – | ﹤0.01% | 419 |
|
|
2019
Q2 | $2K | Hold |
46
| – | – | ﹤0.01% | 417 |
|
|
2019
Q1 | $2K | Buy |
46
+18
| +64% | +$783 | ﹤0.01% | 395 |
|
|
2018
Q4 | $1K | Hold |
28
| – | – | ﹤0.01% | 391 |
|
|
2018
Q3 | $1K | Hold |
28
| – | – | ﹤0.01% | 416 |
|
|
2018
Q2 | $2K | Hold |
28
| – | – | ﹤0.01% | 397 |
|
|
2018
Q1 | $1K | Sell |
28
-442
| -94% | -$15.8K | ﹤0.01% | 420 |
|
|
2017
Q4 | $29K | Buy |
+470
| New | +$29K | 0.01% | 247 |
|