WP 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 | $1.19M | Sell |
14,850
-48
| -0.3% | -$3.85K | 0.33% | 46 |
|
|
2025
Q1 | $1.07M | Sell |
14,898
-142
| -0.9% | -$10.2K | 0.36% | 50 |
|
|
2024
Q4 | $1.06M | Buy |
15,040
+79
| +0.5% | +$5.55K | 0.35% | 47 |
|
|
2024
Q3 | $845K | Sell |
14,961
-3,341
| -18% | -$189K | 0.31% | 54 |
|
|
2024
Q2 | $1.09M | Buy |
18,302
+307
| +2% | +$18.2K | 0.35% | 51 |
|
|
2024
Q1 | $1.04M | Buy |
17,995
+112
| +0.6% | +$6.49K | 0.34% | 53 |
|
|
2023
Q4 | $880K | Sell |
17,883
-286
| -2% | -$14.1K | 0.33% | 52 |
|
|
2023
Q3 | $742K | Buy |
18,169
+151
| +0.8% | +$6.17K | 0.31% | 55 |
|
|
2023
Q2 | $769K | Sell |
18,018
-531
| -3% | -$22.7K | 0.31% | 54 |
|
|
2023
Q1 | $693K | Sell |
18,549
-3,125
| -14% | -$117K | 0.29% | 59 |
|
|
2022
Q4 | $895K | Sell |
21,674
-544
| -2% | -$22.5K | 0.4% | 52 |
|
|
2022
Q3 | $894K | Sell |
22,218
-530
| -2% | -$21.3K | 0.4% | 49 |
|
|
2022
Q2 | $891K | Buy |
22,748
+524
| +2% | +$20.5K | 0.39% | 52 |
|
|
2022
Q1 | $1.08M | Sell |
22,224
-4,306
| -16% | -$209K | 0.44% | 47 |
|
|
2021
Q4 | $1.27M | Sell |
26,530
-215
| -0.8% | -$10.3K | 0.53% | 43 |
|
|
2021
Q3 | $1.24M | Buy |
26,745
+117
| +0.4% | +$5.43K | 0.51% | 40 |
|
|
2021
Q2 | $1.21M | Sell |
26,628
-552
| -2% | -$25K | 0.5% | 38 |
|
|
2021
Q1 | $1.06M | Sell |
27,180
-9,278
| -25% | -$363K | 0.46% | 41 |
|
|
2020
Q4 | $1.1M | Buy |
36,458
+1,269
| +4% | +$38.3K | 0.53% | 39 |
|
|
2020
Q3 | $827K | Sell |
35,189
-1,088
| -3% | -$25.6K | 0.5% | 39 |
|
|
2020
Q2 | $929K | Buy |
36,277
+2,855
| +9% | +$73.1K | 0.65% | 26 |
|
|
2020
Q1 | $959K | Sell |
33,422
-7,368
| -18% | -$211K | 0.93% | 15 |
|
|
2019
Q4 | $2.19M | Buy |
40,790
+362
| +0.9% | +$19.5K | 2.26% | 14 |
|
|
2019
Q3 | $2.04M | Buy |
40,428
+140
| +0.3% | +$7.06K | 2.34% | 13 |
|
|
2019
Q2 | $1.91M | Buy |
40,288
+4,544
| +13% | +$215K | 2.13% | 16 |
|
|
2019
Q1 | $17.3K | Buy |
35,744
+2,202
| +7% | +$1.06K | 1.88% | 16 |
|
|
2018
Q4 | $1.55M | Buy |
33,542
+140
| +0.4% | +$6.45K | 1.52% | 22 |
|
|
2018
Q3 | $1.76M | Buy |
33,402
+240
| +0.7% | +$12.6K | 1.63% | 17 |
|
|
2018
Q2 | $1.84M | Buy |
33,162
+1,553
| +5% | +$86.1K | 1.74% | 17 |
|
|
2018
Q1 | $1.66M | Buy |
31,609
+1,374
| +5% | +$72K | 1.79% | 18 |
|
|
2017
Q4 | $1.83M | Sell |
30,235
-855
| -3% | -$51.9K | 1.78% | 19 |
|
|
2017
Q3 | $1.72M | Sell |
31,090
-24
| -0.1% | -$1.32K | 1.3% | 24 |
|
|
2017
Q2 | $1.72M | Buy |
31,114
+1,449
| +5% | +$80.3K | 1.25% | 25 |
|
|
2017
Q1 | $1.65M | Buy |
29,665
+1,495
| +5% | +$83.2K | 1.04% | 25 |
|
|
2016
Q4 | $1.55M | Buy |
+28,170
| New | +$1.55M | 1.08% | 26 |
|