Wealth Enhancement Advisory Services’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 | $154M | Sell |
1,840,682
-150,891
| -8% | -$12.6M | 0.25% | 74 |
|
|
2025
Q1 | $143M | Sell |
1,991,573
-733,123
| -27% | -$52.6M | 0.27% | 69 |
|
|
2024
Q4 | $191M | Buy |
2,724,696
+839,113
| +45% | +$58.9M | 0.37% | 50 |
|
|
2024
Q3 | $107M | Sell |
1,885,583
-93,642
| -5% | -$5.29M | 0.23% | 85 |
|
|
2024
Q2 | $118M | Buy |
1,979,225
+973,063
| +97% | +$57.8M | 0.28% | 71 |
|
|
2024
Q1 | $58.3M | Buy |
1,006,162
+185,006
| +23% | +$10.7M | 0.15% | 141 |
|
|
2023
Q4 | $40.4M | Buy |
821,156
+35,089
| +4% | +$1.73M | 0.12% | 175 |
|
|
2023
Q3 | $32.1M | Buy |
786,067
+748,756
| +2,007% | +$30.6M | 0.11% | 198 |
|
|
2023
Q2 | $1.59M | Sell |
37,311
-3,666
| -9% | -$156K | 0.02% | 225 |
|
|
2023
Q1 | $1.53M | Sell |
40,977
-254,641
| -86% | -$9.52M | 0.02% | 253 |
|
|
2022
Q4 | $13.7M | Buy |
295,618
+246,811
| +506% | +$11.4M | 0.18% | 72 |
|
|
2022
Q3 | $2.04M | Sell |
48,807
-28,384
| -37% | -$1.19M | 0.03% | 169 |
|
|
2022
Q2 | $3.1M | Sell |
77,191
-26,788
| -26% | -$1.08M | 0.04% | 167 |
|
|
2022
Q1 | $5.04M | Buy |
103,979
+5,194
| +5% | +$252K | 0.07% | 133 |
|
|
2021
Q4 | $5.38M | Buy |
+98,785
| New | +$5.38M | 0.08% | 116 |
|
|
2020
Q1 | – | Sell |
-30,107
| Closed | -$1.62M | – | 274 |
|
|
2019
Q4 | $1.62M | Buy |
+30,107
| New | +$1.62M | 0.06% | 130 |
|
|
2019
Q3 | – | Sell |
-43,011
| Closed | -$2.08M | – | 245 |
|
|
2019
Q2 | $2.08M | Buy |
+43,011
| New | +$2.08M | 0.09% | 93 |
|
|
2016
Q4 | – | Sell |
-33,754
| Closed | -$1.52M | – | 188 |
|
|
2016
Q3 | $1.52M | Buy |
+33,754
| New | +$1.52M | 0.23% | 64 |
|
|
2015
Q1 | – | Sell |
-41,973
| Closed | -$2.3M | – | 121 |
|
|
2014
Q4 | $2.3M | Buy |
+41,973
| New | +$2.3M | 0.91% | 25 |
|