TIA
Traphagen Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Sell |
6,219
-229
| -4% | -$18.3K | 0.05% | 117 |
|
|
2025
Q1 | $463K | Buy |
6,448
+538
| +9% | +$38.6K | 0.05% | 117 |
|
|
2024
Q4 | $415K | Sell |
5,910
-532
| -8% | -$37.4K | 0.04% | 119 |
|
|
2024
Q3 | $364K | Buy |
6,442
+5
| +0.1% | +$282 | 0.04% | 119 |
|
|
2024
Q2 | $382K | Buy |
6,437
+517
| +9% | +$30.7K | 0.04% | 113 |
|
|
2024
Q1 | $343K | Sell |
5,920
-475
| -7% | -$27.5K | 0.04% | 124 |
|
|
2023
Q4 | $315K | Buy |
6,395
+10
| +0.2% | +$492 | 0.04% | 127 |
|
|
2023
Q3 | $261K | Sell |
6,385
-6,980
| -52% | -$285K | 0.03% | 131 |
|
|
2023
Q2 | $570K | Buy |
13,365
+4,444
| +50% | +$190K | 0.07% | 78 |
|
|
2023
Q1 | $333K | Sell |
8,921
-300
| -3% | -$11.2K | 0.05% | 114 |
|
|
2022
Q4 | $278K | Buy |
9,221
+386
| +4% | +$11.7K | 0.04% | 125 |
|
|
2022
Q3 | $355K | Buy |
8,835
+15
| +0.2% | +$603 | 0.07% | 88 |
|
|
2022
Q2 | $345K | Buy |
8,820
+3,862
| +78% | +$151K | 0.06% | 95 |
|
|
2022
Q1 | $240K | Sell |
4,958
-2,845
| -36% | -$138K | 0.04% | 123 |
|
|
2021
Q4 | $374K | Sell |
7,803
-150
| -2% | -$7.2K | 0.06% | 93 |
|
|
2021
Q3 | $369K | Sell |
7,953
-293
| -4% | -$13.6K | 0.07% | 89 |
|
|
2021
Q2 | $373K | Sell |
8,246
-88
| -1% | -$3.99K | 0.06% | 96 |
|
|
2021
Q1 | $326K | Sell |
8,334
-373
| -4% | -$14.6K | 0.06% | 102 |
|
|
2020
Q4 | $263K | Sell |
8,707
-2,000
| -19% | -$60.4K | 0.05% | 114 |
|
|
2020
Q3 | $252K | Sell |
10,707
-972
| -8% | -$22.9K | 0.05% | 102 |
|
|
2020
Q2 | $299K | Sell |
11,679
-2,788
| -19% | -$71.4K | 0.07% | 96 |
|
|
2020
Q1 | $415K | Buy |
14,467
+747
| +5% | +$21.4K | 0.11% | 73 |
|
|
2019
Q4 | $738K | Buy |
13,720
+59
| +0.4% | +$3.17K | 0.18% | 46 |
|
|
2019
Q3 | $689K | Buy |
13,661
+632
| +5% | +$31.9K | 0.18% | 45 |
|
|
2019
Q2 | $617K | Buy |
13,029
+1,630
| +14% | +$77.1K | 0.16% | 48 |
|
|
2019
Q1 | $551K | Buy |
+11,399
| New | +$551K | 0.16% | 53 |
|