Wealth Alliance 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 | $365K | Hold |
4,556
| – | – | 0.07% | 134 |
|
|
2025
Q1 | $327K | Hold |
4,556
| – | – | 0.07% | 137 |
|
|
2024
Q4 | $320K | Hold |
4,556
| – | – | 0.07% | 134 |
|
|
2024
Q3 | $257K | Hold |
4,556
| – | – | 0.05% | 157 |
|
|
2024
Q2 | $271K | Hold |
4,556
| – | – | 0.06% | 151 |
|
|
2024
Q1 | $264K | Hold |
4,556
| – | – | 0.06% | 155 |
|
|
2023
Q4 | $224K | Buy |
+4,556
| New | +$224K | 0.06% | 164 |
|
|
2022
Q2 | – | Sell |
-4,433
| Closed | -$215K | – | 161 |
|
|
2022
Q1 | $215K | Hold |
4,433
| – | – | 0.09% | 140 |
|
|
2021
Q4 | $213K | Hold |
4,433
| – | – | 0.09% | 148 |
|
|
2021
Q3 | $206K | Hold |
4,433
| – | – | 0.1% | 136 |
|
|
2021
Q2 | $201K | Buy |
+4,433
| New | +$201K | 0.1% | 140 |
|
|
2021
Q1 | – | Sell |
-7,663
| Closed | -$231K | – | 158 |
|
|
2020
Q4 | $231K | Buy |
+7,663
| New | +$231K | 0.12% | 129 |
|
|
2020
Q1 | – | Sell |
-5,057
| Closed | -$272K | – | 137 |
|
|
2019
Q4 | $272K | Sell |
5,057
-1,000
| -17% | -$53.8K | 0.16% | 103 |
|
|
2019
Q3 | $298K | Buy |
6,057
+151
| +3% | +$7.43K | 0.19% | 82 |
|
|
2019
Q2 | $276K | Hold |
5,906
| – | – | 0.17% | 95 |
|
|
2019
Q1 | $279K | Sell |
5,906
-1,530
| -21% | -$72.3K | 0.18% | 91 |
|
|
2018
Q4 | $343K | Hold |
7,436
| – | – | 0.26% | 68 |
|
|
2018
Q3 | $391K | Hold |
7,436
| – | – | 0.2% | 86 |
|
|
2018
Q2 | $412K | Buy |
+7,436
| New | +$412K | 0.23% | 76 |
|