WAS
Winch Advisory Services’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $222K | Buy |
2,770
+14
| +0.5% | +$1.12K | 0.05% | 93 |
|
|
2025
Q1 | $198K | Buy |
2,756
+12
| +0.4% | +$862 | 0.05% | 92 |
|
|
2024
Q4 | $193K | Buy |
2,744
+915
| +50% | +$64.3K | 0.05% | 92 |
|
|
2024
Q3 | $103K | Sell |
1,829
-9
| -0.5% | -$508 | 0.03% | 113 |
|
|
2024
Q2 | $109K | Buy |
1,838
+10
| +0.5% | +$594 | 0.03% | 108 |
|
|
2024
Q1 | $106K | Buy |
1,828
+10
| +0.6% | +$580 | 0.03% | 109 |
|
|
2023
Q4 | $89.5K | Buy |
1,818
+14
| +0.8% | +$689 | 0.03% | 111 |
|
|
2023
Q3 | $74K | Buy |
1,804
+15
| +0.8% | +$615 | 0.03% | 112 |
|
|
2023
Q2 | $76K | Buy |
1,789
+13
| +0.7% | +$552 | 0.03% | 110 |
|
|
2023
Q1 | $66K | Buy |
1,776
+12
| +0.7% | +$446 | 0.03% | 117 |
|
|
2022
Q4 | $73K | Buy |
1,764
+11
| +0.6% | +$455 | 0.03% | 109 |
|
|
2022
Q3 | $71K | Buy |
1,753
+12
| +0.7% | +$486 | 0.03% | 98 |
|
|
2022
Q2 | $68K | Buy |
1,741
+8
| +0.5% | +$312 | 0.03% | 109 |
|
|
2022
Q1 | $84K | Sell |
1,733
-765
| -31% | -$37.1K | 0.03% | 103 |
|
|
2021
Q4 | $120K | Buy |
2,498
+10
| +0.4% | +$480 | 0.04% | 89 |
|
|
2021
Q3 | $115K | Buy |
2,488
+11
| +0.4% | +$508 | 0.04% | 85 |
|
|
2021
Q2 | $112K | Sell |
2,477
-244
| -9% | -$11K | 0.04% | 82 |
|
|
2021
Q1 | $106K | Buy |
2,721
+7
| +0.3% | +$273 | 0.04% | 79 |
|
|
2020
Q4 | $82K | Buy |
2,714
+10
| +0.4% | +$302 | 0.03% | 80 |
|
|
2020
Q3 | $64K | Buy |
2,704
+11
| +0.4% | +$260 | 0.03% | 82 |
|
|
2020
Q2 | $69K | Buy |
2,693
+48
| +2% | +$1.23K | 0.03% | 81 |
|
|
2020
Q1 | $76K | Buy |
2,645
+33
| +1% | +$948 | 0.04% | 69 |
|
|
2019
Q4 | $141K | Sell |
2,612
-181
| -6% | -$9.77K | 0.07% | 70 |
|
|
2019
Q3 | $141K | Buy |
2,793
+22
| +0.8% | +$1.11K | 0.07% | 69 |
|
|
2019
Q2 | $131K | Buy |
2,771
+35
| +1% | +$1.66K | 0.07% | 69 |
|
|
2019
Q1 | $132K | Buy |
2,736
+25
| +0.9% | +$1.21K | 0.07% | 78 |
|
|
2018
Q4 | $125K | Buy |
2,711
+39
| +1% | +$1.8K | 0.07% | 73 |
|
|
2018
Q3 | $140K | Buy |
2,672
+19
| +0.7% | +$996 | 0.07% | 77 |
|
|
2018
Q2 | $147K | Buy |
2,653
+19
| +0.7% | +$1.05K | 0.08% | 79 |
|
|
2018
Q1 | $138K | Buy |
2,634
+18
| +0.7% | +$943 | 0.08% | 83 |
|
|
2017
Q4 | $159K | Sell |
2,616
-181
| -6% | -$11K | 0.1% | 65 |
|
|
2017
Q3 | $154K | Buy |
2,797
+21
| +0.8% | +$1.16K | 0.1% | 62 |
|
|
2017
Q2 | $154K | Buy |
2,776
+20
| +0.7% | +$1.11K | 0.1% | 79 |
|
|
2017
Q1 | $153K | Buy |
2,756
+18
| +0.7% | +$999 | 0.1% | 85 |
|
|
2016
Q4 | $151K | Buy |
2,738
+19
| +0.7% | +$1.05K | 0.1% | 77 |
|
|
2016
Q3 | $120K | Sell |
2,719
-34,341
| -93% | -$1.52M | 0.1% | 74 |
|
|
2016
Q2 | $1.75M | Buy |
37,060
+27,466
| +286% | +$1.3M | 2.13% | 13 |
|
|
2016
Q1 | $464K | Buy |
9,594
+11
| +0.1% | +$532 | 0.75% | 18 |
|
|
2015
Q4 | $521K | Sell |
9,583
-830
| -8% | -$45.1K | 0.59% | 19 |
|
|
2015
Q3 | $535K | Sell |
10,413
-14,984
| -59% | -$770K | 0.78% | 24 |
|
|
2015
Q2 | $1.43M | Buy |
25,397
+22,724
| +850% | +$1.28M | 0.78% | 34 |
|
|
2015
Q1 | $145K | Sell |
2,673
-109,631
| -98% | -$5.95M | 0.08% | 65 |
|
|
2014
Q4 | $6.16M | Buy |
112,304
+79,321
| +240% | +$4.35M | 3.35% | 8 |
|
|
2014
Q3 | $1.71M | Sell |
32,983
-4,139
| -11% | -$215K | 1.1% | 28 |
|
|
2014
Q2 | $1.95M | Buy |
37,122
+2,832
| +8% | +$149K | 1.14% | 28 |
|
|
2014
Q1 | $1.71M | Buy |
+34,290
| New | +$1.71M | 1.08% | 25 |
|