Valeo Financial Advisors’s Wells Fargo WFC Stock Holding History

Valeo Financial Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.17M	Buy	52,108 +2,493	+5%	+$200K	0.1%	102
2025 Q1	$3.56M	Buy	49,615 +553	+1%	+$39.7K	0.1%	95
2024 Q4	$3.45M	Buy	49,062 +315	+0.6%	+$22.1K	0.1%	100
2024 Q3	$2.75M	Sell	48,747 -2,175	-4%	-$123K	0.08%	123
2024 Q2	$3.02M	Buy	50,922 +1,667	+3%	+$99K	0.09%	103
2024 Q1	$2.98M	Sell	49,255 -6,610	-12%	-$401K	0.11%	103
2023 Q4	$2.75M	Sell	55,865 -10,051	-15%	-$495K	0.11%	105
2023 Q3	$2.69M	Buy	65,916 +5,330	+9%	+$218K	0.12%	99
2023 Q2	$2.59M	Buy	60,586 +3,374	+6%	+$144K	0.12%	99
2023 Q1	$2.14M	Sell	57,212 -2,754	-5%	-$103K	0.1%	116
2022 Q4	$2.48M	Buy	59,966 +7,033	+13%	+$290K	0.14%	97
2022 Q3	$2.13M	Sell	52,933 -1,023	-2%	-$41.1K	0.14%	99
2022 Q2	$2.11M	Sell	53,956 -1,429	-3%	-$56K	0.13%	95
2022 Q1	$2.68M	Buy	55,385 +714	+1%	+$34.6K	0.14%	95
2021 Q4	$2.62M	Sell	54,671 -412	-0.7%	-$19.8K	0.14%	87
2021 Q3	$2.56M	Buy	55,083 +5,772	+12%	+$268K	0.15%	93
2021 Q2	$2.23M	Sell	49,311 -1,932	-4%	-$87.5K	0.14%	95
2021 Q1	$2M	Sell	51,243 -572	-1%	-$22.3K	0.09%	114
2020 Q4	$1.56M	Sell	51,815 -882	-2%	-$26.6K	0.08%	124
2020 Q3	$1.24M	Sell	52,697 -16,918	-24%	-$398K	0.11%	114
2020 Q2	$1.78M	Sell	69,615 -490	-0.7%	-$12.5K	0.16%	86
2020 Q1	$2.32M	Sell	70,105 -4,440	-6%	-$147K	0.25%	62
2019 Q4	$4.01M	Sell	74,545 -7,157	-9%	-$385K	0.39%	44
2019 Q3	$4.12M	Buy	81,702 +4,682	+6%	+$236K	0.46%	37
2019 Q2	$3.65M	Buy	77,020 +6,504	+9%	+$308K	0.42%	40
2019 Q1	$3.41M	Sell	70,516 -2,796	-4%	-$135K	0.41%	43
2018 Q4	$3.38M	Sell	73,312 -16,089	-18%	-$741K	0.47%	37
2018 Q3	$4.76M	Sell	89,401 -4,049	-4%	-$215K	0.64%	31
2018 Q2	$5.39M	Buy	93,450 +7,466	+9%	+$430K	0.75%	25
2018 Q1	$4.51M	Sell	85,984 -1,046	-1%	-$54.8K	0.72%	24
2017 Q4	$5.28M	Buy	87,030 +15,631	+22%	+$948K	0.87%	19
2017 Q3	$3.94M	Buy	+71,399	New	+$3.94M	0.89%	17