TRUE Private Wealth 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 | $1.64M | Buy |
20,501
+211
| +1% | +$16.9K | 0.18% | 83 |
|
|
2025
Q1 | $1.46M | Sell |
20,290
-7
| -0% | -$503 | 0.18% | 78 |
|
|
2024
Q4 | $1.43M | Sell |
20,297
-1,951
| -9% | -$137K | 0.17% | 79 |
|
|
2024
Q3 | $1.26M | Sell |
22,248
-1,737
| -7% | -$98.1K | 0.15% | 84 |
|
|
2024
Q2 | $1.42M | Sell |
23,985
-600
| -2% | -$35.6K | 0.16% | 82 |
|
|
2024
Q1 | $1.42M | Sell |
24,585
-1,122
| -4% | -$65K | 0.16% | 78 |
|
|
2023
Q4 | $1.27M | Sell |
25,707
-30
| -0.1% | -$1.48K | 0.16% | 85 |
|
|
2023
Q3 | $1.05M | Buy |
25,737
+256
| +1% | +$10.5K | 0.15% | 88 |
|
|
2023
Q2 | $1.09M | Hold |
25,481
| – | – | 0.16% | 82 |
|
|
2023
Q1 | $952K | Sell |
25,481
-185
| -0.7% | -$6.92K | 0.14% | 85 |
|
|
2022
Q4 | $1.06M | Buy |
25,666
+1
| +0% | +$41 | 0.16% | 71 |
|
|
2022
Q3 | $1.03M | Hold |
25,665
| – | – | 0.16% | 66 |
|
|
2022
Q2 | $1.01M | Hold |
25,665
| – | – | 0.15% | 79 |
|
|
2022
Q1 | $1.18M | Sell |
25,665
-80
| -0.3% | -$3.68K | 0.17% | 77 |
|
|
2021
Q4 | $1.24M | Buy |
25,745
+1,746
| +7% | +$83.8K | 0.18% | 80 |
|
|
2021
Q3 | $1.11M | Buy |
23,999
+1,042
| +5% | +$48.3K | 0.16% | 83 |
|
|
2021
Q2 | $1.04M | Sell |
22,957
-3,487
| -13% | -$158K | 0.15% | 83 |
|
|
2021
Q1 | $1.03M | Buy |
26,444
+4,116
| +18% | +$161K | 0.17% | 84 |
|
|
2020
Q4 | $673K | Buy |
22,328
+1,500
| +7% | +$45.2K | 0.11% | 102 |
|
|
2020
Q3 | $489K | Sell |
20,828
-3,273
| -14% | -$76.8K | 0.08% | 126 |
|
|
2020
Q2 | $616K | Sell |
24,101
-2,849
| -11% | -$72.8K | 0.11% | 102 |
|
|
2020
Q1 | $773K | Sell |
26,950
-7,526
| -22% | -$216K | 0.16% | 75 |
|
|
2019
Q4 | $1.85M | Buy |
34,476
+3,144
| +10% | +$169K | 0.28% | 52 |
|
|
2019
Q3 | $1.58M | Sell |
31,332
-6,474
| -17% | -$326K | 0.27% | 54 |
|
|
2019
Q2 | $1.79M | Sell |
37,806
-1,920
| -5% | -$90.8K | 0.3% | 47 |
|
|
2019
Q1 | $1.92M | Sell |
39,726
-3,688
| -8% | -$178K | 0.37% | 50 |
|
|
2018
Q4 | $2M | Sell |
43,414
-849
| -2% | -$39.1K | 0.35% | 55 |
|
|
2018
Q3 | $2.33M | Buy |
44,263
+2,522
| +6% | +$133K | 0.33% | 59 |
|
|
2018
Q2 | $2.31M | Sell |
41,741
-361
| -0.9% | -$20K | 0.36% | 53 |
|
|
2018
Q1 | $2.21M | Sell |
42,102
-573
| -1% | -$30K | 0.38% | 48 |
|
|
2017
Q4 | $2.59M | Buy |
42,675
+3,250
| +8% | +$197K | 0.45% | 44 |
|
|
2017
Q3 | $2.17M | Sell |
39,425
-701
| -2% | -$38.7K | 0.49% | 34 |
|
|
2017
Q2 | $2.22M | Buy |
40,126
+1,607
| +4% | +$89K | 0.52% | 33 |
|
|
2017
Q1 | $2.11M | Sell |
38,519
-1,449
| -4% | -$79.4K | 0.48% | 32 |
|
|
2016
Q4 | $2.23M | Buy |
39,968
+43
| +0.1% | +$2.4K | 0.55% | 27 |
|
|
2016
Q3 | $1.79M | Sell |
39,925
-5,017
| -11% | -$224K | 0.57% | 30 |
|
|
2016
Q2 | $2.13M | Sell |
44,942
-2,171
| -5% | -$103K | 0.71% | 30 |
|
|
2016
Q1 | $2.28M | Buy |
47,113
+10,682
| +29% | +$516K | 0.89% | 25 |
|
|
2015
Q4 | $1.98M | Buy |
+36,431
| New | +$1.98M | 0.87% | 24 |
|