AIM
Achmea Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20.1M | Sell |
251,488
-49,356
| -16% | -$3.95M | 0.26% | 104 |
|
|
2025
Q1 | $21.6M | Buy |
300,844
+49,178
| +20% | +$3.53M | 0.31% | 93 |
|
|
2024
Q4 | $17.7M | Sell |
251,666
-360
| -0.1% | -$25.3K | 0.29% | 87 |
|
|
2024
Q3 | $14.2M | Buy |
+252,026
| New | +$14.2M | 0.23% | 113 |
|
|
2023
Q3 | – | Sell |
-10,995
| Closed | -$469K | – | 632 |
|
|
2023
Q2 | $469K | Buy |
10,995
+2,182
| +25% | +$93.1K | 0.01% | 495 |
|
|
2023
Q1 | $329K | Buy |
8,813
+461
| +6% | +$17.2K | 0.01% | 484 |
|
|
2022
Q4 | $323K | Buy |
8,352
+1,185
| +17% | +$45.8K | 0.01% | 519 |
|
|
2022
Q3 | $288K | Sell |
7,167
-188,203
| -96% | -$7.56M | 0.01% | 538 |
|
|
2022
Q2 | $7.65M | Hold |
195,370
| – | – | 0.25% | 100 |
|
|
2022
Q1 | $9.47M | Buy |
+195,370
| New | +$9.47M | 0.25% | 98 |
|
|
2021
Q4 | – | Sell |
-191,014
| Closed | -$8.87M | – | 660 |
|
|
2021
Q3 | $8.87M | Buy |
191,014
+48,491
| +34% | +$2.25M | 0.27% | 109 |
|
|
2021
Q2 | $6.46M | Buy |
142,523
+117,404
| +467% | +$5.32M | 0.22% | 129 |
|
|
2021
Q1 | $981K | Hold |
25,119
| – | – | 0.03% | 413 |
|
|
2020
Q4 | $759K | Hold |
25,119
| – | – | 0.03% | 429 |
|
|
2020
Q3 | $591K | Buy |
+25,119
| New | +$591K | 0.02% | 432 |
|
|
2020
Q1 | – | Sell |
-272,868
| Closed | -$14.7M | – | 559 |
|
|
2019
Q4 | $14.7M | Sell |
272,868
-21,484
| -7% | -$1.16M | 0.57% | 36 |
|
|
2019
Q3 | $14.8M | Buy |
294,352
+835
| +0.3% | +$42.1K | 0.59% | 38 |
|
|
2019
Q2 | $13.9M | Sell |
293,517
-28,949
| -9% | -$1.37M | 0.53% | 39 |
|
|
2019
Q1 | $15.6M | Buy |
322,466
+9,970
| +3% | +$482K | 0.65% | 35 |
|
|
2018
Q4 | $14.4M | Buy |
312,496
+1,083
| +0.3% | +$49.9K | 0.67% | 31 |
|
|
2018
Q3 | $16.4M | Sell |
311,413
-5,388
| -2% | -$283K | 0.62% | 32 |
|
|
2018
Q2 | $17.6M | Sell |
316,801
-23,428
| -7% | -$1.3M | 0.61% | 32 |
|
|
2018
Q1 | $17.8M | Sell |
340,229
-41,735
| -11% | -$2.19M | 0.6% | 34 |
|
|
2017
Q4 | $23.2M | Buy |
381,964
+203,118
| +114% | +$12.3M | 0.78% | 27 |
|
|
2017
Q3 | $9.86M | Sell |
178,846
-53,721
| -23% | -$2.96M | 0.56% | 37 |
|
|
2017
Q2 | $12.9M | Buy |
232,567
+16,334
| +8% | +$905K | 0.77% | 24 |
|
|
2017
Q1 | $12M | Buy |
+216,233
| New | +$12M | 0.56% | 31 |
|