Accredited Investors’s Wells Fargo WFC Stock Holding History

Accredited Investors’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	$1.42M	Buy	17,662 +3,055	+21%	+$245K	0.08%	81
2025 Q1	$1.05M	Sell	14,607 -2,851	-16%	-$205K	0.07%	89
2024 Q4	$1.23M	Sell	17,458 -4,484	-20%	-$315K	0.07%	81
2024 Q3	$1.24M	Sell	21,942 -4,538	-17%	-$256K	0.07%	86
2024 Q2	$1.57M	Buy	26,480 +14,663	+124%	+$871K	0.1%	67
2024 Q1	$685K	Sell	11,817 -7,364	-38%	-$427K	0.04%	106
2023 Q4	$944K	Sell	19,181 -1,238	-6%	-$60.9K	0.07%	90
2023 Q3	$834K	Buy	20,419 +1,853	+10%	+$75.7K	0.06%	89
2023 Q2	$792K	Sell	18,566 -28	-0.2%	-$1.2K	0.06%	87
2023 Q1	$695K	Sell	18,594 -1,018	-5%	-$38.1K	0.05%	90
2022 Q4	$810K	Sell	19,612 -1,324	-6%	-$54.7K	0.07%	79
2022 Q3	$842K	Buy	20,936 +393	+2%	+$15.8K	0.1%	74
2022 Q2	$805K	Buy	20,543 +1,933	+10%	+$75.7K	0.1%	78
2022 Q1	$902K	Sell	18,610 -2,494	-12%	-$121K	0.08%	81
2021 Q4	$1.01M	Sell	21,104 -104	-0.5%	-$4.99K	0.09%	80
2021 Q3	$984K	Sell	21,208 -779	-4%	-$36.1K	0.11%	68
2021 Q2	$996K	Sell	21,987 -1,118	-5%	-$50.6K	0.1%	70
2021 Q1	$903K	Sell	23,105 -1,317	-5%	-$51.5K	0.12%	74
2020 Q4	$737K	Sell	24,422 -10,297	-30%	-$311K	0.12%	74
2020 Q3	$816K	Buy	34,719 +3	+0%	+$71	0.17%	62
2020 Q2	$889K	Buy	34,716 +11,448	+49%	+$293K	0.18%	58
2020 Q1	$668K	Buy	23,268 +290	+1%	+$8.33K	0.16%	61
2019 Q4	$1.24M	Sell	22,978 -2,293	-9%	-$123K	0.21%	46
2019 Q3	$1.28M	Sell	25,271 -732	-3%	-$36.9K	0.25%	44
2019 Q2	$1.23M	Sell	26,003 -86	-0.3%	-$4.07K	0.24%	47
2019 Q1	$1.26M	Buy	26,089 +284	+1%	+$13.7K	0.25%	42
2018 Q4	$1.19M	Buy	25,805 +124	+0.5%	+$5.71K	0.27%	39
2018 Q3	$1.35M	Sell	25,681 -133	-0.5%	-$6.99K	0.33%	28
2018 Q2	$1.43M	Buy	25,814 +209	+0.8%	+$11.6K	0.37%	26
2018 Q1	$1.34M	Buy	25,605 +12,048	+89%	+$631K	0.37%	29
2017 Q4	$822K	Sell	13,557 -2,474	-15%	-$150K	0.23%	40
2017 Q3	$884K	Sell	16,031 -44	-0.3%	-$2.43K	0.24%	41
2017 Q2	$891K	Sell	16,075 -8,715	-35%	-$483K	0.23%	32
2017 Q1	$1.38M	Sell	24,790 -1,362	-5%	-$75.8K	0.34%	23
2016 Q4	$1.44M	Sell	26,152 -6,600	-20%	-$364K	0.37%	23
2016 Q3	$1.45M	Sell	32,752 -2,150	-6%	-$95.2K	0.4%	19
2016 Q2	$1.59M	Buy	34,902 +7,223	+26%	+$329K	0.44%	18
2016 Q1	$1.34M	Buy	27,679 +1,001	+4%	+$48.4K	0.34%	22
2015 Q4	$1.45M	Buy	26,678 +40	+0.2%	+$2.18K	0.36%	23
2015 Q3	$1.37M	Buy	26,638 +2,916	+12%	+$150K	0.37%	23
2015 Q2	$1.34M	Sell	23,722 -600	-2%	-$33.8K	0.35%	23
2015 Q1	$1.32M	Sell	24,322 -95	-0.4%	-$5.17K	0.34%	22
2014 Q4	$1.34M	Sell	24,417 -12,537	-34%	-$688K	0.4%	22
2014 Q3	$1.92M	Buy	36,954 +8,641	+31%	+$448K	0.58%	14
2014 Q2	$1.49M	Sell	28,313 -3,983	-12%	-$209K	0.48%	18
2014 Q1	$1.61M	Sell	32,296 -19,471	-38%	-$969K	0.54%	17
2013 Q4	$2.35M	Sell	51,767 -2,297	-4%	-$104K	0.82%	13
2013 Q3	$2.23M	Buy	54,064 +1	+0%	+$41	0.82%	13
2013 Q2	$2.23M	Buy	+54,063	New	+$2.23M	0.88%	12