West Paces Advisors’s Wells Fargo WFC Stock Holding History

West Paces Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$218K	Sell	2,723 -70	-3%	-$5.61K	0.05%	143
2025 Q1	$201K	Hold	2,793	–	–	0.05%	134
2024 Q4	$196K	Hold	2,793	–	–	0.05%	134
2024 Q3	$158K	Hold	2,793	–	–	0.04%	162
2024 Q2	$166K	Sell	2,793 -120	-4%	-$7.13K	0.04%	136
2024 Q1	$169K	Sell	2,913 -400	-12%	-$23.2K	0.04%	143
2023 Q4	$163K	Buy	3,313 +128	+4%	+$6.3K	0.05%	136
2023 Q3	$130K	Hold	3,185	–	–	0.04%	144
2023 Q2	$136K	Buy	3,185 +800	+34%	+$34.1K	0.04%	148
2023 Q1	$89.2K	Hold	2,385	–	–	0.03%	183
2022 Q4	$98.5K	Hold	2,385	–	–	0.03%	169
2022 Q3	$95.9K	Sell	2,385 -22	-0.9%	-$885	0.03%	167
2022 Q2	$94.3K	Buy	2,407 +58	+2%	+$2.27K	0.03%	170
2022 Q1	$114K	Buy	2,349 +22	+0.9%	+$1.07K	0.04%	157
2021 Q4	$112K	Hold	2,327	–	–	0.03%	156
2021 Q3	$108K	Sell	2,327 -128	-5%	-$5.94K	0.04%	147
2021 Q2	$111K	Hold	2,455	–	–	0.04%	135
2021 Q1	$95.9K	Hold	2,455	–	–	0.04%	144
2020 Q4	$74.1K	Sell	2,455 -317	-11%	-$9.57K	0.03%	157
2020 Q3	$65.2K	Sell	2,772 -446	-14%	-$10.5K	0.03%	157
2020 Q2	$82.4K	Sell	3,218 -1,010	-24%	-$25.9K	0.04%	145
2020 Q1	$121K	Sell	4,228 -9,297	-69%	-$267K	0.08%	114
2019 Q4	$728K	Buy	13,525 +698	+5%	+$37.6K	0.4%	52
2019 Q3	$647K	Sell	12,827 -137	-1%	-$6.91K	0.39%	56
2019 Q2	$613K	Buy	12,964 +2,287	+21%	+$108K	0.38%	56
2019 Q1	$516K	Sell	10,677 -1,675	-14%	-$80.9K	0.36%	59
2018 Q4	$569K	Sell	12,352 -340	-3%	-$15.7K	0.44%	57
2018 Q3	$667K	Hold	12,692	–	–	0.48%	50
2018 Q2	$704K	Sell	12,692 -455	-3%	-$25.2K	0.53%	46
2018 Q1	$689K	Sell	13,147 -571	-4%	-$29.9K	0.51%	44
2017 Q4	$832K	Sell	13,718 -581	-4%	-$35.2K	0.62%	37
2017 Q3	$789K	Sell	14,299 -380	-3%	-$21K	0.59%	39
2017 Q2	$813K	Buy	14,679 +705	+5%	+$39.1K	0.65%	35
2017 Q1	$778K	Hold	13,974	–	–	0.62%	40
2016 Q4	$770K	Buy	+13,974	New	+$770K	0.72%	30