Wealthcare Advisory Partners’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 | $1.03M | Buy |
12,816
+912
| +8% | +$73.1K | 0.02% | 474 |
|
|
2025
Q1 | $855K | Sell |
11,904
-255
| -2% | -$18.3K | 0.02% | 473 |
|
|
2024
Q4 | $854K | Buy |
12,159
+311
| +3% | +$21.8K | 0.02% | 456 |
|
|
2024
Q3 | $669K | Sell |
11,848
-1,044
| -8% | -$59K | 0.02% | 502 |
|
|
2024
Q2 | $766K | Sell |
12,892
-522
| -4% | -$31K | 0.02% | 450 |
|
|
2024
Q1 | $778K | Buy |
13,414
+391
| +3% | +$22.7K | 0.03% | 444 |
|
|
2023
Q4 | $641K | Buy |
13,023
+706
| +6% | +$34.7K | 0.03% | 432 |
|
|
2023
Q3 | $503K | Sell |
12,317
-1,284
| -9% | -$52.5K | 0.02% | 431 |
|
|
2023
Q2 | $580K | Sell |
13,601
-196
| -1% | -$8.37K | 0.03% | 407 |
|
|
2023
Q1 | $516K | Buy |
13,797
+145
| +1% | +$5.42K | 0.02% | 452 |
|
|
2022
Q4 | $564K | Buy |
13,652
+2,604
| +24% | +$108K | 0.03% | 391 |
|
|
2022
Q3 | $444K | Buy |
11,048
+456
| +4% | +$18.3K | 0.03% | 390 |
|
|
2022
Q2 | $415K | Buy |
10,592
+944
| +10% | +$37K | 0.03% | 366 |
|
|
2022
Q1 | $468K | Buy |
9,648
+1,025
| +12% | +$49.7K | 0.03% | 322 |
|
|
2021
Q4 | $414K | Buy |
8,623
+1,203
| +16% | +$57.8K | 0.02% | 358 |
|
|
2021
Q3 | $344K | Buy |
7,420
+602
| +9% | +$27.9K | 0.02% | 382 |
|
|
2021
Q2 | $309K | Sell |
6,818
-1,866
| -21% | -$84.6K | 0.02% | 421 |
|
|
2021
Q1 | $339K | Buy |
+8,684
| New | +$339K | 0.02% | 362 |
|
|
2020
Q4 | – | Sell |
-17,217
| Closed | -$405K | – | 454 |
|
|
2020
Q3 | $405K | Sell |
17,217
-225
| -1% | -$5.29K | 0.04% | 232 |
|
|
2020
Q2 | $447K | Buy |
17,442
+4,376
| +33% | +$112K | 0.06% | 189 |
|
|
2020
Q1 | $375K | Buy |
13,066
+8,218
| +170% | +$236K | 0.06% | 190 |
|
|
2019
Q4 | $261K | Buy |
4,848
+11
| +0.2% | +$592 | 0.03% | 258 |
|
|
2019
Q3 | $244K | Buy |
4,837
+78
| +2% | +$3.94K | 0.04% | 239 |
|
|
2019
Q2 | $225K | Sell |
4,759
-142
| -3% | -$6.71K | 0.04% | 255 |
|
|
2019
Q1 | $237K | Sell |
4,901
-1,677
| -25% | -$81.1K | 0.04% | 217 |
|
|
2018
Q4 | $303K | Sell |
6,578
-1,527
| -19% | -$70.3K | 0.06% | 158 |
|
|
2018
Q3 | $426K | Sell |
8,105
-570
| -7% | -$30K | 0.08% | 136 |
|
|
2018
Q2 | $481K | Sell |
8,675
-23
| -0.3% | -$1.28K | 0.09% | 125 |
|
|
2018
Q1 | $456K | Sell |
8,698
-2,307
| -21% | -$121K | 0.1% | 112 |
|
|
2017
Q4 | $668K | Buy |
11,005
+503
| +5% | +$30.5K | 0.17% | 75 |
|
|
2017
Q3 | $579K | Buy |
10,502
+10,453
| +21,333% | +$576K | 0.17% | 71 |
|
|
2017
Q2 | $3K | Sell |
49
-141
| -74% | -$8.63K | ﹤0.01% | 94 |
|
|
2017
Q1 | $11K | Hold |
190
| – | – | 0.01% | 77 |
|
|
2016
Q4 | $10K | Hold |
190
| – | – | 0.01% | 84 |
|
|
2016
Q3 | $8K | Hold |
190
| – | – | 0.01% | 69 |
|
|
2016
Q2 | $9K | Buy |
+190
| New | +$9K | 0.01% | 82 |
|