Transcend Capital 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 | $3.79M | Sell |
47,323
-1,181
| -2% | -$94.6K | 0.29% | 76 |
|
|
2025
Q1 | $3.48M | Sell |
48,504
-1,055
| -2% | -$75.7K | 0.25% | 99 |
|
|
2024
Q4 | $3.48M | Sell |
49,559
-2,418
| -5% | -$170K | 0.25% | 100 |
|
|
2024
Q3 | $2.94M | Sell |
51,977
-638
| -1% | -$36K | 0.2% | 123 |
|
|
2024
Q2 | $3.12M | Buy |
52,615
+2,252
| +4% | +$134K | 0.23% | 110 |
|
|
2024
Q1 | $2.92M | Buy |
50,363
+1,501
| +3% | +$87K | 0.23% | 99 |
|
|
2023
Q4 | $2.4M | Sell |
48,862
-2,738
| -5% | -$135K | 0.21% | 112 |
|
|
2023
Q3 | $2.11M | Sell |
51,600
-19,495
| -27% | -$797K | 0.21% | 115 |
|
|
2023
Q2 | $3.03M | Sell |
71,095
-341
| -0.5% | -$14.6K | 0.29% | 82 |
|
|
2023
Q1 | $2.67M | Buy |
71,436
+1,788
| +3% | +$66.8K | 0.28% | 93 |
|
|
2022
Q4 | $2.88M | Sell |
69,648
-9,232
| -12% | -$381K | 0.31% | 78 |
|
|
2022
Q3 | $3.17M | Buy |
78,880
+1,285
| +2% | +$51.7K | 0.35% | 68 |
|
|
2022
Q2 | $3.04M | Sell |
77,595
-202
| -0.3% | -$7.91K | 0.32% | 80 |
|
|
2022
Q1 | $3.77M | Buy |
77,797
+665
| +0.9% | +$32.2K | 0.34% | 72 |
|
|
2021
Q4 | $3.7M | Buy |
77,132
+11
| +0% | +$528 | 0.33% | 81 |
|
|
2021
Q3 | $3.91M | Sell |
77,121
-16,640
| -18% | -$843K | 0.35% | 68 |
|
|
2021
Q2 | $4.25M | Sell |
93,761
-2,676
| -3% | -$121K | 0.61% | 39 |
|
|
2021
Q1 | $3.77M | Buy |
96,437
+5,880
| +6% | +$230K | 0.45% | 59 |
|
|
2020
Q4 | $2.73M | Buy |
90,557
+7,192
| +9% | +$217K | 0.36% | 75 |
|
|
2020
Q3 | $1.96M | Buy |
83,365
+62,492
| +299% | +$1.47M | 0.36% | 73 |
|
|
2020
Q2 | $534K | Sell |
20,873
-27,604
| -57% | -$706K | 0.17% | 94 |
|
|
2020
Q1 | $1.39M | Sell |
48,477
-628
| -1% | -$18K | 0.42% | 71 |
|
|
2019
Q4 | $2.64M | Buy |
+49,105
| New | +$2.64M | 0.71% | 39 |
|