VCA
Verdence Capital Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.16M | Buy |
51,919
+1,873
| +4% | +$150K | 0.28% | 88 |
|
|
2025
Q1 | $3.59M | Sell |
50,046
-2,761
| -5% | -$198K | 0.27% | 93 |
|
|
2024
Q4 | $3.71M | Buy |
52,807
+4,461
| +9% | +$313K | 0.3% | 85 |
|
|
2024
Q3 | $2.73M | Buy |
48,346
+12,713
| +36% | +$718K | 0.22% | 118 |
|
|
2024
Q2 | $2.12M | Buy |
35,633
+8,798
| +33% | +$523K | 0.19% | 141 |
|
|
2024
Q1 | $1.56M | Buy |
26,835
+8,901
| +50% | +$516K | 0.14% | 177 |
|
|
2023
Q4 | $883K | Sell |
17,934
-3,729
| -17% | -$184K | 0.09% | 236 |
|
|
2023
Q3 | $885K | Sell |
21,663
-41,854
| -66% | -$1.71M | 0.1% | 224 |
|
|
2023
Q2 | $2.71M | Buy |
63,517
+1,356
| +2% | +$57.9K | 0.31% | 84 |
|
|
2023
Q1 | $2.32M | Buy |
62,161
+4,246
| +7% | +$159K | 0.28% | 93 |
|
|
2022
Q4 | $2.39M | Sell |
57,915
-2,139
| -4% | -$88.3K | 0.29% | 84 |
|
|
2022
Q3 | $2.42M | Buy |
60,054
+7,862
| +15% | +$316K | 0.33% | 80 |
|
|
2022
Q2 | $2.04M | Sell |
52,192
-1,946
| -4% | -$76.2K | 0.26% | 100 |
|
|
2022
Q1 | $2.62M | Buy |
54,138
+12,162
| +29% | +$589K | 0.3% | 90 |
|
|
2021
Q4 | $2.01M | Sell |
41,976
-280
| -0.7% | -$13.4K | 0.24% | 101 |
|
|
2021
Q3 | $1.96M | Buy |
42,256
+4,966
| +13% | +$230K | 0.26% | 104 |
|
|
2021
Q2 | $1.69M | Buy |
37,290
+7,221
| +24% | +$327K | 0.23% | 112 |
|
|
2021
Q1 | $1.18M | Buy |
30,069
+15,014
| +100% | +$587K | 0.2% | 127 |
|
|
2020
Q4 | $454K | Sell |
15,055
-9,037
| -38% | -$273K | 0.09% | 222 |
|
|
2020
Q3 | $566K | Sell |
24,092
-20,627
| -46% | -$485K | 0.13% | 177 |
|
|
2020
Q2 | $1.15M | Buy |
44,719
+73
| +0.2% | +$1.87K | 0.28% | 98 |
|
|
2020
Q1 | $1.28M | Buy |
44,646
+13,998
| +46% | +$402K | 0.38% | 73 |
|
|
2019
Q4 | $1.65M | Buy |
30,648
+12,175
| +66% | +$655K | 0.4% | 72 |
|
|
2019
Q3 | $932K | Buy |
18,473
+8,826
| +91% | +$445K | 0.26% | 113 |
|
|
2019
Q2 | $456K | Buy |
9,647
+2,720
| +39% | +$129K | 0.13% | 180 |
|
|
2019
Q1 | $335K | Buy |
6,927
+1,256
| +22% | +$60.7K | 0.09% | 190 |
|
|
2018
Q4 | $261K | Buy |
5,671
+418
| +8% | +$19.2K | 0.07% | 201 |
|
|
2018
Q3 | $276K | Sell |
5,253
-2,868
| -35% | -$151K | 0.07% | 216 |
|
|
2018
Q2 | $450K | Sell |
8,121
-1,449
| -15% | -$80.3K | 0.11% | 175 |
|
|
2018
Q1 | $502K | Sell |
9,570
-5,430
| -36% | -$285K | 0.12% | 167 |
|
|
2017
Q4 | $910K | Buy |
+15,000
| New | +$910K | 0.22% | 92 |
|