Wells Fargo’s Achieve Life Sciences ACHV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $300K | Buy |
101,971
+31,912
| +46% | +$142K | ﹤0.01% | 4452 |
|
|
2025
Q4 | $348K | Sell |
70,059
-1,537
| -2% | -$6.7K | ﹤0.01% | 4736 |
|
|
2025
Q3 | $226K | Buy |
71,596
+8,541
| +14% | +$23.4K | ﹤0.01% | 4874 |
|
|
2025
Q2 | $143K | Sell |
63,055
-11,215
| -15% | -$31.9K | ﹤0.01% | 4971 |
|
|
2025
Q1 | $198K | Sell |
74,270
-663
| -0.9% | -$2.06K | ﹤0.01% | 4707 |
|
|
2024
Q4 | $264K | Buy |
74,933
+5,059
| +7% | +$22.9K | ﹤0.01% | 4618 |
|
|
2024
Q3 | $331K | Sell |
69,874
-6,006
| -8% | -$27.4K | ﹤0.01% | 4268 |
|
|
2024
Q2 | $357K | Buy |
75,880
+7,075
| +10% | +$34.1K | ﹤0.01% | 4131 |
|
|
2024
Q1 | $313K | Sell |
68,805
-1,086
| -2% | -$4.82K | ﹤0.01% | 4194 |
|
|
2023
Q4 | $288K | Sell |
69,891
-51,090
| -42% | -$223K | ﹤0.01% | 4242 |
|
|
2023
Q3 | $520K | Sell |
120,981
-1,512
| -1% | -$7.62K | ﹤0.01% | 3751 |
|
|
2023
Q2 | $636K | Sell |
122,493
-2,030
| -2% | -$14.2K | ﹤0.01% | 3769 |
|
|
2023
Q1 | $847K | Sell |
124,523
-1,447
| -1% | -$6.88K | ﹤0.01% | 3488 |
|
|
2022
Q4 | $309K | Sell |
125,970
-11,998
| -9% | -$30.8K | ﹤0.01% | 3933 |
|
|
2022
Q3 | $455K | Buy |
137,968
+12,995
| +10% | +$62K | ﹤0.01% | 3742 |
|
|
2022
Q2 | $610K | Buy |
124,973
+119,380
| +2,134% | +$810K | ﹤0.01% | 3621 |
|
|
2022
Q1 | $42K | Hold |
5,593
| – | – | ﹤0.01% | 5733 |
|
|
2021
Q4 | $43K | Buy |
5,593
+1,003
| +22% | +$7.88K | ﹤0.01% | 6036 |
|
|
2021
Q3 | $39K | Buy |
4,590
+3,697
| +414% | +$29K | ﹤0.01% | 5714 |
|
|
2021
Q2 | $8K | Buy |
893
+570
| +176% | +$5.43K | ﹤0.01% | 6198 |
|
|
2021
Q1 | $3K | Sell |
323
-221
| -41% | -$2.62K | ﹤0.01% | 6572 |
|
|
2020
Q4 | $4K | Buy |
544
+233
| +75% | +$1.97K | ﹤0.01% | 6168 |
|
|
2020
Q3 | $3K | Buy |
311
+300
| +2,727% | +$2.75K | ﹤0.01% | 6069 |
|
|
2020
Q2 | $0 | Buy |
11
+3
| +38% | +$24 | ﹤0.01% | 6235 |
|
|
2020
Q1 | $0 | Buy |
+8
| New | +$77 | ﹤0.01% | 6133 |
|
|
2019
Q4 | – | Sell |
-250
| Closed | -$9K | – | 6317 |
|
|
2019
Q3 | $9K | Buy |
+250
| New | +$9.82K | ﹤0.01% | 5947 |
|
|
2015
Q1 | – | Sell |
-2
| Closed | -$9.82K | – | 6136 |
|
|
2014
Q4 | $11K | Buy |
+2
| New | +$9.78K | ﹤0.01% | 5577 |
|
|
2014
Q2 | – | Sell |
-5
| Closed | -$61.4K | – | 6085 |
|
|
2014
Q1 | $118K | Buy |
+5
| New | +$123K | ﹤0.01% | 4579 |
|
Other funds holding ACHV
PBM
VCM
SAM
NCM