U.S. Capital 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 | $2.31M | Buy |
28,810
+270
| +0.9% | +$21.6K | 0.07% | 274 |
|
|
2025
Q1 | $2.05M | Buy |
28,540
+1,690
| +6% | +$121K | 0.06% | 282 |
|
|
2024
Q4 | $1.89M | Buy |
26,850
+304
| +1% | +$21.4K | 0.06% | 307 |
|
|
2024
Q3 | $1.5M | Sell |
26,546
-3,104
| -10% | -$175K | 0.05% | 294 |
|
|
2024
Q2 | $1.76M | Sell |
29,650
-5,030
| -15% | -$299K | 0.07% | 259 |
|
|
2024
Q1 | $2.01M | Sell |
34,680
-5,122
| -13% | -$297K | 0.08% | 232 |
|
|
2023
Q4 | $1.96M | Sell |
39,802
-17,842
| -31% | -$878K | 0.08% | 230 |
|
|
2023
Q3 | $2.36M | Sell |
57,644
-1,486
| -3% | -$60.7K | 0.11% | 175 |
|
|
2023
Q2 | $2.52M | Sell |
59,130
-1,458
| -2% | -$62.2K | 0.12% | 171 |
|
|
2023
Q1 | $2.26M | Sell |
60,588
-2,264
| -4% | -$84.6K | 0.1% | 185 |
|
|
2022
Q4 | $2.6M | Sell |
62,852
-310
| -0.5% | -$12.8K | 0.12% | 167 |
|
|
2022
Q3 | $2.54M | Sell |
63,162
-1,913
| -3% | -$76.9K | 0.13% | 156 |
|
|
2022
Q2 | $2.55M | Sell |
65,075
-453
| -0.7% | -$17.7K | 0.11% | 179 |
|
|
2022
Q1 | $3.18M | Sell |
65,528
-422
| -0.6% | -$20.4K | 0.12% | 181 |
|
|
2021
Q4 | $3.16M | Buy |
65,950
+539
| +0.8% | +$25.9K | 0.13% | 179 |
|
|
2021
Q3 | $3.04M | Buy |
+65,411
| New | +$3.04M | 0.13% | 183 |
|