Aberdeen Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109M | Buy |
1,361,119
+125,012
| +10% | +$10M | 0.19% | 105 |
|
|
2025
Q1 | $87.9M | Buy |
1,236,107
+3,012
| +0.2% | +$214K | 0.17% | 118 |
|
|
2024
Q4 | $86.7M | Sell |
1,233,095
-182,718
| -13% | -$12.8M | 0.16% | 133 |
|
|
2024
Q3 | $79.5M | Buy |
1,415,813
+23,367
| +2% | +$1.31M | 0.15% | 157 |
|
|
2024
Q2 | $82.7M | Sell |
1,392,446
-155,037
| -10% | -$9.21M | 0.16% | 140 |
|
|
2024
Q1 | $89.7M | Sell |
1,547,483
-25,553
| -2% | -$1.48M | 0.18% | 136 |
|
|
2023
Q4 | $77.4M | Buy |
1,573,036
+661,936
| +73% | +$32.6M | 0.17% | 137 |
|
|
2023
Q3 | $37.2M | Sell |
911,100
-62,465
| -6% | -$2.55M | 0.1% | 202 |
|
|
2023
Q2 | $41.6M | Sell |
973,565
-25,732
| -3% | -$1.1M | 0.1% | 200 |
|
|
2023
Q1 | $37.4M | Buy |
999,297
+6,609
| +0.7% | +$247K | 0.09% | 221 |
|
|
2022
Q4 | $41M | Buy |
992,688
+73,980
| +8% | +$3.05M | 0.11% | 199 |
|
|
2022
Q3 | $37M | Sell |
918,708
-22,793
| -2% | -$917K | 0.11% | 209 |
|
|
2022
Q2 | $37M | Sell |
941,501
-110,107
| -10% | -$4.33M | 0.12% | 187 |
|
|
2022
Q1 | $51.8M | Sell |
1,051,608
-880,434
| -46% | -$43.4M | 0.13% | 162 |
|
|
2021
Q4 | $92.7M | Sell |
1,932,042
-93,146
| -5% | -$4.47M | 0.2% | 114 |
|
|
2021
Q3 | $94.2M | Sell |
2,025,188
-162,605
| -7% | -$7.56M | 0.21% | 112 |
|
|
2021
Q2 | $99.1M | Sell |
2,187,793
-72,052
| -3% | -$3.26M | 0.22% | 98 |
|
|
2021
Q1 | $88.3M | Buy |
2,259,845
+325,147
| +17% | +$12.7M | 0.2% | 106 |
|
|
2020
Q4 | $58.4M | Buy |
1,934,698
+41,810
| +2% | +$1.26M | 0.14% | 138 |
|
|
2020
Q3 | $44.5M | Sell |
1,892,888
-119,226
| -6% | -$2.8M | 0.12% | 153 |
|
|
2020
Q2 | $51.5M | Sell |
2,012,114
-119,263
| -6% | -$3.05M | 0.14% | 138 |
|
|
2020
Q1 | $61.2M | Buy |
2,131,377
+43,758
| +2% | +$1.26M | 0.19% | 106 |
|
|
2019
Q4 | $112M | Sell |
2,087,619
-147,260
| -7% | -$7.92M | 0.27% | 88 |
|
|
2019
Q3 | $113M | Sell |
2,234,879
-4,373,449
| -66% | -$221M | 0.28% | 92 |
|
|
2019
Q2 | $313M | Sell |
6,608,328
-497,319
| -7% | -$23.5M | 0.69% | 33 |
|
|
2019
Q1 | $343M | Buy |
7,105,647
+499,104
| +8% | +$24.1M | 0.74% | 30 |
|
|
2018
Q4 | $301M | Buy |
6,606,543
+2,847,214
| +76% | +$130M | 0.71% | 38 |
|
|
2018
Q3 | $198M | Buy |
3,759,329
+1,196,518
| +47% | +$62.9M | 0.37% | 74 |
|
|
2018
Q2 | $142M | Buy |
2,562,811
+245,462
| +11% | +$13.6M | 0.27% | 90 |
|
|
2018
Q1 | $121M | Sell |
2,317,349
-1,804,915
| -44% | -$94.6M | 0.24% | 102 |
|
|
2017
Q4 | $250M | Sell |
4,122,264
-9,788,737
| -70% | -$595M | 0.48% | 60 |
|
|
2017
Q3 | $767M | Buy |
+13,911,001
| New | +$767M | 1.4% | 11 |
|