Valmark Advisers’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 | $673K | Sell |
8,400
-5
| -0.1% | -$401 | 0.01% | 398 |
|
|
2025
Q1 | $603K | Buy |
8,405
+105
| +1% | +$7.54K | 0.01% | 391 |
|
|
2024
Q4 | $583K | Buy |
8,300
+431
| +5% | +$30.3K | 0.01% | 390 |
|
|
2024
Q3 | $445K | Sell |
7,869
-695
| -8% | -$39.3K | 0.01% | 437 |
|
|
2024
Q2 | $509K | Buy |
8,564
+1,321
| +18% | +$78.5K | 0.01% | 384 |
|
|
2024
Q1 | $420K | Sell |
7,243
-884
| -11% | -$51.2K | 0.01% | 408 |
|
|
2023
Q4 | $400K | Sell |
8,127
-6,635
| -45% | -$327K | 0.01% | 385 |
|
|
2023
Q3 | $603K | Sell |
14,762
-74
| -0.5% | -$3.02K | 0.01% | 297 |
|
|
2023
Q2 | $633K | Sell |
14,836
-178
| -1% | -$7.6K | 0.01% | 293 |
|
|
2023
Q1 | $561K | Sell |
15,014
-2,043
| -12% | -$76.4K | 0.01% | 306 |
|
|
2022
Q4 | $704K | Buy |
17,057
+6,798
| +66% | +$281K | 0.02% | 259 |
|
|
2022
Q3 | $413K | Buy |
10,259
+391
| +4% | +$15.7K | 0.01% | 310 |
|
|
2022
Q2 | $387K | Buy |
9,868
+1,980
| +25% | +$77.7K | 0.01% | 320 |
|
|
2022
Q1 | $382K | Buy |
7,888
+87
| +1% | +$4.21K | 0.01% | 336 |
|
|
2021
Q4 | $374K | Buy |
7,801
+1,720
| +28% | +$82.5K | 0.01% | 316 |
|
|
2021
Q3 | $282K | Sell |
6,081
-266
| -4% | -$12.3K | 0.01% | 330 |
|
|
2021
Q2 | $287K | Sell |
6,347
-71
| -1% | -$3.21K | 0.01% | 335 |
|
|
2021
Q1 | $251K | Buy |
+6,418
| New | +$251K | ﹤0.01% | 339 |
|
|
2020
Q1 | – | Sell |
-6,548
| Closed | -$352K | – | 244 |
|
|
2019
Q4 | $352K | Buy |
6,548
+731
| +13% | +$39.3K | 0.01% | 175 |
|
|
2019
Q3 | $293K | Buy |
5,817
+823
| +16% | +$41.5K | 0.01% | 193 |
|
|
2019
Q2 | $236K | Hold |
4,994
| – | – | 0.01% | 203 |
|
|
2019
Q1 | $241K | Sell |
4,994
-56
| -1% | -$2.7K | 0.01% | 199 |
|
|
2018
Q4 | $233K | Sell |
5,050
-752
| -13% | -$34.7K | 0.01% | 188 |
|
|
2018
Q3 | $305K | Hold |
5,802
| – | – | 0.01% | 155 |
|
|
2018
Q2 | $322K | Hold |
5,802
| – | – | 0.01% | 146 |
|
|
2018
Q1 | $304K | Buy |
5,802
+492
| +9% | +$25.8K | 0.01% | 148 |
|
|
2017
Q4 | $322K | Buy |
+5,310
| New | +$322K | 0.01% | 143 |
|