Wealthspire Advisors (New York)’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 | $5.97M | Sell |
74,492
-69,096
| -48% | -$5.54M | 0.03% | 146 |
|
|
2025
Q1 | $10.3M | Buy |
143,588
+119,977
| +508% | +$8.61M | 0.06% | 109 |
|
|
2024
Q4 | $1.66M | Buy |
23,611
+2,507
| +12% | +$176K | 0.02% | 272 |
|
|
2024
Q3 | $1.19M | Sell |
21,104
-578
| -3% | -$32.7K | 0.01% | 343 |
|
|
2024
Q2 | $1.29M | Buy |
21,682
+53
| +0.2% | +$3.15K | 0.02% | 267 |
|
|
2024
Q1 | $1.25M | Sell |
21,629
-19,181
| -47% | -$1.11M | 0.02% | 280 |
|
|
2023
Q4 | $2.01M | Buy |
40,810
+25,448
| +166% | +$1.25M | 0.03% | 190 |
|
|
2023
Q3 | $628K | Buy |
15,362
+5,089
| +50% | +$208K | 0.01% | 352 |
|
|
2023
Q2 | $438K | Buy |
10,273
+789
| +8% | +$33.7K | 0.01% | 389 |
|
|
2023
Q1 | $355K | Sell |
9,484
-6,266
| -40% | -$234K | 0.01% | 411 |
|
|
2022
Q4 | $650K | Sell |
15,750
-3,920
| -20% | -$162K | 0.01% | 338 |
|
|
2022
Q3 | $791K | Buy |
19,670
+3,151
| +19% | +$127K | 0.02% | 261 |
|
|
2022
Q2 | $647K | Buy |
16,519
+11,991
| +265% | +$470K | 0.01% | 285 |
|
|
2022
Q1 | $219K | Sell |
4,528
-4,972
| -52% | -$240K | ﹤0.01% | 407 |
|
|
2021
Q4 | $456K | Sell |
9,500
-1,498
| -14% | -$71.9K | 0.01% | 335 |
|
|
2021
Q3 | $510K | Buy |
+10,998
| New | +$510K | 0.01% | 352 |
|
|
2021
Q2 | – | Sell |
-26,441
| Closed | -$1.03M | – | 670 |
|
|
2021
Q1 | $1.03M | Buy |
26,441
+7,474
| +39% | +$292K | 0.02% | 260 |
|
|
2020
Q4 | $572K | Buy |
18,967
+3,319
| +21% | +$100K | 0.02% | 283 |
|
|
2020
Q3 | $368K | Sell |
15,648
-6,465
| -29% | -$152K | 0.02% | 213 |
|
|
2020
Q2 | $566K | Sell |
22,113
-14,671
| -40% | -$376K | 0.04% | 144 |
|
|
2020
Q1 | $1.06M | Buy |
36,784
+23,328
| +173% | +$670K | 0.04% | 187 |
|
|
2019
Q4 | $724K | Buy |
13,456
+2,311
| +21% | +$124K | 0.05% | 85 |
|
|
2019
Q3 | $562K | Buy |
+11,145
| New | +$562K | 0.05% | 79 |
|
|
2019
Q1 | – | Sell |
-3,296
| Closed | -$152K | – | 795 |
|
|
2018
Q4 | $152K | Buy |
+3,296
| New | +$152K | 0.01% | 83 |
|