WBH Advisory’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 | $219K | Sell |
2,739
-61
| -2% | -$4.89K | 0.02% | 322 |
|
|
2025
Q1 | $201K | Buy |
+2,800
| New | +$201K | 0.02% | 322 |
|
|
2020
Q1 | – | Sell |
-7,595
| Closed | -$408K | – | 246 |
|
|
2019
Q4 | $408K | Sell |
7,595
-199
| -3% | -$10.7K | 0.08% | 173 |
|
|
2019
Q3 | $393K | Buy |
7,794
+2
| +0% | +$101 | 0.09% | 168 |
|
|
2019
Q2 | $368K | Sell |
7,792
-599
| -7% | -$28.3K | 0.09% | 172 |
|
|
2019
Q1 | $405K | Sell |
8,391
-399
| -5% | -$19.3K | 0.1% | 166 |
|
|
2018
Q4 | $405 | Sell |
8,790
-639
| -7% | -$29 | 0.1% | 161 |
|
|
2018
Q3 | $495K | Buy |
9,429
+101
| +1% | +$5.3K | 0.12% | 150 |
|
|
2018
Q2 | $517K | Buy |
9,328
+329
| +4% | +$18.2K | 0.13% | 141 |
|
|
2018
Q1 | $471K | Buy |
8,999
+1
| +0% | +$52 | 0.13% | 143 |
|
|
2017
Q4 | $545K | Sell |
8,998
-198
| -2% | -$12K | 0.15% | 136 |
|
|
2017
Q3 | $507K | Sell |
9,196
-124
| -1% | -$6.84K | 0.14% | 131 |
|
|
2017
Q2 | $516K | Sell |
9,320
-49
| -0.5% | -$2.71K | 0.14% | 130 |
|
|
2017
Q1 | $521K | Sell |
9,369
-1,522
| -14% | -$84.6K | 0.16% | 133 |
|
|
2016
Q4 | $600K | Sell |
10,891
-820
| -7% | -$45.2K | 0.2% | 111 |
|
|
2016
Q3 | $518K | Buy |
11,711
+3,499
| +43% | +$155K | 0.18% | 125 |
|
|
2016
Q2 | $388K | Sell |
8,212
-150
| -2% | -$7.09K | 0.15% | 132 |
|
|
2016
Q1 | $404K | Buy |
8,362
+2
| +0% | +$97 | 0.14% | 127 |
|
|
2015
Q4 | $454 | Sell |
8,360
-49
| -0.6% | -$3 | 0.16% | 121 |
|
|
2015
Q3 | $431K | Buy |
8,409
+49
| +0.6% | +$2.51K | 0.18% | 122 |
|
|
2015
Q2 | $470K | Sell |
8,360
-149
| -2% | -$8.38K | 0.18% | 123 |
|
|
2015
Q1 | $462 | Buy |
8,509
+2
| +0% | – | 0.13% | 129 |
|
|
2014
Q4 | $466K | Sell |
8,507
-15
| -0.2% | -$822 | 0.18% | 122 |
|
|
2014
Q3 | $442K | Sell |
8,522
-398
| -4% | -$20.6K | 0.16% | 134 |
|
|
2014
Q2 | $468K | Buy |
8,920
+4
| +0% | +$210 | 0.18% | 133 |
|
|
2014
Q1 | $443K | Sell |
8,916
-1,882
| -17% | -$93.5K | 0.18% | 133 |
|
|
2013
Q4 | $490K | Buy |
10,798
+3
| +0% | +$136 | 0.2% | 121 |
|
|
2013
Q3 | $446K | Sell |
10,795
-103
| -0.9% | -$4.26K | 0.2% | 121 |
|
|
2013
Q2 | $449K | Buy |
+10,898
| New | +$449K | 0.21% | 119 |
|