VisionPoint Advisory Group’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 | $295K | Buy |
+3,676
| New | +$295K | 0.06% | 275 |
|
|
2024
Q3 | – | Sell |
-255
| Closed | -$15.1K | – | 788 |
|
|
2024
Q2 | $15.1K | Hold |
255
| – | – | 0.01% | 438 |
|
|
2024
Q1 | $14.8K | Sell |
255
-460
| -64% | -$26.7K | 0.01% | 417 |
|
|
2023
Q4 | $35.2K | Buy |
715
+460
| +180% | +$22.6K | 0.01% | 297 |
|
|
2023
Q3 | $10.4K | Hold |
255
| – | – | ﹤0.01% | 441 |
|
|
2023
Q2 | $10.9K | Buy |
+255
| New | +$10.9K | ﹤0.01% | 387 |
|
|
2020
Q4 | – | Sell |
-9,030
| Closed | -$212K | – | 165 |
|
|
2020
Q3 | $212K | Buy |
9,030
+860
| +11% | +$20.2K | 0.09% | 120 |
|
|
2020
Q2 | $215K | Buy |
+8,170
| New | +$215K | 0.09% | 103 |
|
|
2020
Q1 | – | Sell |
-4,474
| Closed | -$241K | – | 154 |
|
|
2019
Q4 | $241K | Sell |
4,474
-1,451
| -24% | -$78.2K | 0.1% | 105 |
|
|
2019
Q3 | $292K | Sell |
5,925
-695
| -10% | -$34.3K | 0.08% | 105 |
|
|
2019
Q2 | $313K | Buy |
6,620
+650
| +11% | +$30.7K | 0.09% | 87 |
|
|
2019
Q1 | $288K | Sell |
5,970
-351
| -6% | -$16.9K | 0.08% | 102 |
|
|
2018
Q4 | $291K | Buy |
+6,321
| New | +$291K | 0.09% | 82 |
|