Wealth Alliance’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 | $904K | Buy |
11,277
+394
| +4% | +$31.6K | 0.1% | 183 |
|
|
2025
Q1 | $781K | Buy |
10,883
+195
| +2% | +$14K | 0.09% | 192 |
|
|
2024
Q4 | $751K | Sell |
10,688
-513
| -5% | -$36K | 0.09% | 200 |
|
|
2024
Q3 | $633K | Sell |
11,201
-1,827
| -14% | -$103K | 0.08% | 226 |
|
|
2024
Q2 | $774K | Sell |
13,028
-1,273
| -9% | -$75.6K | 0.1% | 180 |
|
|
2024
Q1 | $829K | Sell |
14,301
-1,301
| -8% | -$75.4K | 0.11% | 186 |
|
|
2023
Q4 | $768K | Buy |
15,602
+1,197
| +8% | +$58.9K | 0.11% | 187 |
|
|
2023
Q3 | $589K | Buy |
14,405
+923
| +7% | +$37.7K | 0.09% | 213 |
|
|
2023
Q2 | $575K | Buy |
13,482
+188
| +1% | +$8.02K | 0.09% | 228 |
|
|
2023
Q1 | $497K | Buy |
13,294
+678
| +5% | +$25.3K | 0.08% | 240 |
|
|
2022
Q4 | $521K | Buy |
12,616
+982
| +8% | +$40.5K | 0.09% | 230 |
|
|
2022
Q3 | $468K | Sell |
11,634
-4
| -0% | -$161 | 0.09% | 228 |
|
|
2022
Q2 | $456K | Buy |
11,638
+228
| +2% | +$8.93K | 0.09% | 230 |
|
|
2022
Q1 | $553K | Sell |
11,410
-783
| -6% | -$37.9K | 0.11% | 197 |
|
|
2021
Q4 | $585K | Buy |
12,193
+203
| +2% | +$9.74K | 0.12% | 196 |
|
|
2021
Q3 | $556K | Buy |
11,990
+1,359
| +13% | +$63K | 0.12% | 183 |
|
|
2021
Q2 | $481K | Buy |
10,631
+841
| +9% | +$38.1K | 0.11% | 202 |
|
|
2021
Q1 | $382K | Buy |
9,790
+2,078
| +27% | +$81.1K | 0.11% | 230 |
|
|
2020
Q4 | $233K | Buy |
+7,712
| New | +$233K | 0.07% | 336 |
|