VWA
Visionary Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $748K | Buy |
9,331
+3,887
| +71% | +$311K | 0.04% | 309 |
|
|
2025
Q1 | $391K | Sell |
5,444
-149
| -3% | -$10.7K | 0.02% | 383 |
|
|
2024
Q4 | $393K | Sell |
5,593
-165
| -3% | -$11.6K | 0.02% | 396 |
|
|
2024
Q3 | $325K | Buy |
5,758
+13
| +0.2% | +$734 | 0.02% | 416 |
|
|
2024
Q2 | $341K | Sell |
5,745
-669
| -10% | -$39.7K | 0.02% | 393 |
|
|
2024
Q1 | $372K | Sell |
6,414
-790
| -11% | -$45.8K | 0.03% | 374 |
|
|
2023
Q4 | $355K | Sell |
7,204
-533
| -7% | -$26.2K | 0.03% | 366 |
|
|
2023
Q3 | $316K | Sell |
7,737
-793
| -9% | -$32.4K | 0.03% | 357 |
|
|
2023
Q2 | $364K | Sell |
8,530
-890
| -9% | -$38K | 0.03% | 339 |
|
|
2023
Q1 | $352K | Buy |
9,420
+341
| +4% | +$12.7K | 0.03% | 329 |
|
|
2022
Q4 | $375K | Buy |
9,079
+1,642
| +22% | +$67.8K | 0.03% | 284 |
|
|
2022
Q3 | $299K | Sell |
7,437
-2,328
| -24% | -$93.6K | 0.03% | 300 |
|
|
2022
Q2 | $382K | Sell |
9,765
-5,813
| -37% | -$227K | 0.03% | 279 |
|
|
2022
Q1 | $755K | Buy |
15,578
+4,023
| +35% | +$195K | 0.06% | 201 |
|
|
2021
Q4 | $554K | Buy |
11,555
+4,526
| +64% | +$217K | 0.05% | 219 |
|
|
2021
Q3 | $326K | Sell |
7,029
-1,262
| -15% | -$58.5K | 0.03% | 239 |
|
|
2021
Q2 | $376K | Buy |
8,291
+1,192
| +17% | +$54.1K | 0.04% | 239 |
|
|
2021
Q1 | $277K | Sell |
7,099
-101,770
| -93% | -$3.97M | 0.03% | 268 |
|
|
2020
Q4 | $3.29M | Buy |
108,869
+3,020
| +3% | +$91.2K | 0.37% | 70 |
|
|
2020
Q3 | $2.49M | Buy |
105,849
+19,301
| +22% | +$454K | 0.35% | 74 |
|
|
2020
Q2 | $2.22M | Buy |
86,548
+28,997
| +50% | +$742K | 0.34% | 79 |
|
|
2020
Q1 | $1.65M | Buy |
57,551
+8,505
| +17% | +$244K | 0.31% | 82 |
|
|
2019
Q4 | $2.64M | Buy |
+49,046
| New | +$2.64M | 0.47% | 58 |
|