World Investment Advisors’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 | $7.36M | Buy |
91,807
+4,167
| +5% | +$334K | 0.17% | 140 |
|
|
2025
Q1 | $6.29M | Buy |
87,640
+6,712
| +8% | +$482K | 0.16% | 151 |
|
|
2024
Q4 | $5.68M | Buy |
80,928
+5,496
| +7% | +$386K | 0.16% | 152 |
|
|
2024
Q3 | $4.26M | Buy |
75,432
+69,901
| +1,264% | +$3.95M | 0.13% | 175 |
|
|
2024
Q2 | $328K | Buy |
+5,531
| New | +$328K | 0.02% | 480 |
|
|
2021
Q4 | – | Sell |
-5,376
| Closed | -$250K | – | 287 |
|
|
2021
Q3 | $250K | Sell |
5,376
-402
| -7% | -$18.7K | 0.06% | 213 |
|
|
2021
Q2 | $259K | Sell |
5,778
-1,586
| -22% | -$71.1K | 0.06% | 209 |
|
|
2021
Q1 | $302K | Buy |
7,364
+122
| +2% | +$5K | 0.07% | 173 |
|
|
2020
Q4 | $229K | Buy |
+7,242
| New | +$229K | 0.06% | 203 |
|
|
2019
Q4 | – | Sell |
-8,042
| Closed | -$245K | – | 179 |
|
|
2019
Q3 | $245K | Sell |
8,042
-476,117
| -98% | -$14.5M | 0.11% | 120 |
|
|
2019
Q2 | $753K | Buy |
+484,159
| New | +$753K | 0.33% | 39 |
|