Valley Wealth Managers’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 | $2.08K | Sell |
26
-360
| -93% | -$28.8K | ﹤0.01% | 273 |
|
|
2025
Q1 | $27.7K | Hold |
386
| – | – | ﹤0.01% | 231 |
|
|
2024
Q4 | $27.1K | Hold |
386
| – | – | ﹤0.01% | 246 |
|
|
2024
Q3 | $21.8K | Hold |
386
| – | – | ﹤0.01% | 263 |
|
|
2024
Q2 | $22.9K | Buy |
386
+360
| +1,385% | +$21.4K | ﹤0.01% | 253 |
|
|
2024
Q1 | $1.51K | Hold |
26
| – | – | ﹤0.01% | 282 |
|
|
2023
Q4 | $1.28K | Hold |
26
| – | – | ﹤0.01% | 303 |
|
|
2023
Q3 | $1.06K | Hold |
26
| – | – | ﹤0.01% | 335 |
|
|
2023
Q2 | $1.11K | Hold |
26
| – | – | ﹤0.01% | 309 |
|
|
2023
Q1 | $972 | Hold |
26
| – | – | ﹤0.01% | 326 |
|
|
2022
Q4 | $1.07K | Sell |
26
-400
| -94% | -$16.5K | ﹤0.01% | 338 |
|
|
2022
Q3 | $17K | Hold |
426
| – | – | ﹤0.01% | 300 |
|
|
2022
Q2 | $17K | Buy |
+426
| New | +$17K | ﹤0.01% | 304 |
|
|
2020
Q1 | – | Sell |
-307,006
| Closed | -$16.5M | – | 188 |
|
|
2019
Q4 | $16.5M | Sell |
307,006
-76
| -0% | -$4.09K | 1.65% | 32 |
|
|
2019
Q3 | $15.5M | Buy |
307,082
+6,577
| +2% | +$332K | 1.64% | 33 |
|
|
2019
Q2 | $14.2M | Buy |
300,505
+4,197
| +1% | +$199K | 1.51% | 35 |
|
|
2019
Q1 | $14.3M | Buy |
296,308
+16,871
| +6% | +$815K | 1.56% | 37 |
|
|
2018
Q4 | $12.9M | Sell |
279,437
-9,767
| -3% | -$450K | 1.68% | 32 |
|
|
2018
Q3 | $15.2M | Sell |
289,204
-4,670
| -2% | -$245K | 1.8% | 33 |
|
|
2018
Q2 | $16.3M | Buy |
293,874
+3,171
| +1% | +$176K | 1.99% | 26 |
|
|
2018
Q1 | $15.2M | Buy |
290,703
+11,490
| +4% | +$602K | 1.85% | 33 |
|
|
2017
Q4 | $16.9M | Sell |
279,213
-2,594
| -0.9% | -$157K | 2.04% | 27 |
|
|
2017
Q3 | $15.5M | Sell |
281,807
-6,270
| -2% | -$346K | 1.95% | 31 |
|
|
2017
Q2 | $16M | Buy |
288,077
+3,589
| +1% | +$199K | 2.14% | 18 |
|
|
2017
Q1 | $15.8M | Sell |
284,488
-709
| -0.2% | -$39.5K | 2.1% | 11 |
|
|
2016
Q4 | $15.7M | Sell |
285,197
-4,819
| -2% | -$266K | 2.25% | 10 |
|
|
2016
Q3 | $12.8M | Buy |
290,016
+12,275
| +4% | +$544K | 1.89% | 32 |
|
|
2016
Q2 | $13.1M | Buy |
277,741
+19,074
| +7% | +$903K | 2% | 25 |
|
|
2016
Q1 | $12.5M | Buy |
258,667
+10,684
| +4% | +$517K | 2.11% | 28 |
|
|
2015
Q4 | $13.5M | Buy |
247,983
+141
| +0.1% | +$7.67K | 2.42% | 10 |
|
|
2015
Q3 | $12.7M | Buy |
247,842
+4,679
| +2% | +$240K | 2.32% | 12 |
|
|
2015
Q2 | $13.7M | Sell |
243,163
-830
| -0.3% | -$46.7K | 2.38% | 8 |
|
|
2015
Q1 | $13.3M | Sell |
243,993
-2,399
| -1% | -$131K | 2.29% | 13 |
|
|
2014
Q4 | $13.5M | Buy |
246,392
+3,413
| +1% | +$187K | 2.41% | 10 |
|
|
2014
Q3 | $12.6M | Sell |
242,979
-8,650
| -3% | -$449K | 2.41% | 8 |
|
|
2014
Q2 | $13.2M | Sell |
251,629
-2,895
| -1% | -$152K | 2.51% | 6 |
|
|
2014
Q1 | $12.7M | Sell |
254,524
-7,977
| -3% | -$397K | 2.53% | 4 |
|
|
2013
Q4 | $11.9M | Sell |
262,501
-7,705
| -3% | -$350K | 2.45% | 6 |
|
|
2013
Q3 | $11.2M | Sell |
270,206
-93
| -0% | -$3.84K | 2.44% | 8 |
|
|
2013
Q2 | $11.2M | Buy |
+270,299
| New | +$11.2M | 2.53% | 5 |
|