WealthTrust Axiom’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 | $480K | Buy |
5,987
+1,000
| +20% | +$80.1K | 0.14% | 138 |
|
|
2025
Q1 | $358K | Buy |
4,987
+750
| +18% | +$53.8K | 0.11% | 170 |
|
|
2024
Q4 | $298K | Hold |
4,237
| – | – | 0.09% | 186 |
|
|
2024
Q3 | $239K | Hold |
4,237
| – | – | 0.07% | 217 |
|
|
2024
Q2 | $252K | Hold |
4,237
| – | – | 0.08% | 197 |
|
|
2024
Q1 | $246K | Hold |
4,237
| – | – | 0.08% | 202 |
|
|
2023
Q4 | $209K | Buy |
+4,237
| New | +$209K | 0.07% | 218 |
|
|
2019
Q3 | – | Sell |
-7,174
| Closed | -$339K | – | 242 |
|
|
2019
Q2 | $339K | Sell |
7,174
-771
| -10% | -$36.4K | 0.12% | 142 |
|
|
2019
Q1 | $383K | Hold |
7,945
| – | – | 0.14% | 128 |
|
|
2018
Q4 | $366K | Sell |
7,945
-33
| -0.4% | -$1.52K | 0.15% | 121 |
|
|
2018
Q3 | $419K | Sell |
7,978
-40
| -0.5% | -$2.1K | 0.14% | 126 |
|
|
2018
Q2 | $444K | Sell |
8,018
-860
| -10% | -$47.6K | 0.16% | 121 |
|
|
2018
Q1 | $465K | Sell |
8,878
-8,762
| -50% | -$459K | 0.17% | 119 |
|
|
2017
Q4 | $1.07M | Hold |
17,640
| – | – | 0.4% | 68 |
|
|
2017
Q3 | $972K | Sell |
17,640
-299
| -2% | -$16.5K | 0.37% | 68 |
|
|
2017
Q2 | $993K | Buy |
17,939
+301
| +2% | +$16.7K | 0.37% | 72 |
|
|
2017
Q1 | $981K | Sell |
17,638
-50
| -0.3% | -$2.78K | 0.36% | 75 |
|
|
2016
Q4 | $974K | Buy |
17,688
+101
| +0.6% | +$5.56K | 0.35% | 72 |
|
|
2016
Q3 | $778K | Sell |
17,587
-1,265
| -7% | -$56K | 0.29% | 88 |
|
|
2016
Q2 | $892K | Sell |
18,852
-43
| -0.2% | -$2.04K | 0.34% | 75 |
|
|
2016
Q1 | $913K | Buy |
18,895
+6
| +0% | +$290 | 0.36% | 71 |
|
|
2015
Q4 | $1.03M | Sell |
18,889
-1,496
| -7% | -$81.3K | 0.41% | 65 |
|
|
2015
Q3 | $1.05M | Sell |
20,385
-245
| -1% | -$12.6K | 0.44% | 66 |
|
|
2015
Q2 | $1.16M | Buy |
20,630
+4
| +0% | +$225 | 0.43% | 65 |
|
|
2015
Q1 | $1.12M | Buy |
20,626
+204
| +1% | +$11.1K | 0.4% | 66 |
|
|
2014
Q4 | $1.12M | Sell |
20,422
-496
| -2% | -$27.2K | 0.4% | 64 |
|
|
2014
Q3 | $1.08M | Buy |
20,918
+5
| +0% | +$259 | 0.38% | 69 |
|
|
2014
Q2 | $1.1M | Sell |
20,913
-196
| -0.9% | -$10.3K | 0.37% | 64 |
|
|
2014
Q1 | $1.05M | Buy |
21,109
+1,210
| +6% | +$60.1K | 0.38% | 63 |
|
|
2013
Q4 | $903K | Buy |
19,899
+584
| +3% | +$26.5K | 0.35% | 64 |
|
|
2013
Q3 | $798K | Hold |
19,315
| – | – | 0.33% | 69 |
|
|
2013
Q2 | $797K | Buy |
+19,315
| New | +$797K | 0.34% | 67 |
|