Acropolis Investment Management’s Wells Fargo WFC Stock Holding History

Acropolis Investment Management’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	–	Sell	-2,133	Closed	-$153K	–	302
2025 Q1	$153K	Buy	2,133 +28	+1%	+$2.01K	0.01%	251
2024 Q4	$148K	Hold	2,105	–	–	0.01%	265
2024 Q3	$119K	Buy	+2,105	New	+$119K	0.01%	281
2023 Q4	–	Sell	-2,579	Closed	-$105K	–	287
2023 Q3	$105K	Sell	2,579 -392	-13%	-$16K	0.01%	270
2023 Q2	$127K	Buy	2,971 +9	+0.3%	+$384	0.01%	240
2023 Q1	$111K	Sell	2,962 -109	-4%	-$4.07K	0.01%	247
2022 Q4	$127K	Sell	3,071 -195	-6%	-$8.05K	0.01%	224
2022 Q3	$131K	Sell	3,266 -764	-19%	-$30.6K	0.01%	212
2022 Q2	$158K	Buy	4,030 +277	+7%	+$10.9K	0.02%	199
2022 Q1	$182K	Sell	3,753 -148	-4%	-$7.18K	0.02%	188
2021 Q4	$187K	Sell	3,901 -900	-19%	-$43.1K	0.02%	195
2021 Q3	$219K	Sell	4,801 -264	-5%	-$12K	0.03%	173
2021 Q2	$229K	Sell	5,065 -859	-15%	-$38.8K	0.02%	167
2021 Q1	$231K	Sell	5,924 -4,417	-43%	-$172K	0.02%	164
2020 Q4	$312K	Sell	10,341 -3,593	-26%	-$108K	0.03%	144
2020 Q3	$328K	Sell	13,934 -3,645	-21%	-$85.8K	0.04%	127
2020 Q2	$450K	Buy	17,579 +3,468	+25%	+$88.8K	0.06%	104
2020 Q1	$405K	Sell	14,111 -625	-4%	-$17.9K	0.06%	102
2019 Q4	$793K	Sell	14,736 -706	-5%	-$38K	0.11%	79
2019 Q3	$765K	Sell	15,442 -2,511	-14%	-$124K	0.11%	77
2019 Q2	$850K	Sell	17,953 -113	-0.6%	-$5.35K	0.13%	70
2019 Q1	$873K	Sell	18,066 -963	-5%	-$46.5K	0.14%	68
2018 Q4	$877K	Sell	19,029 -2,301	-11%	-$106K	0.15%	64
2018 Q3	$1.12M	Sell	21,330 -819	-4%	-$43K	0.18%	49
2018 Q2	$1.23M	Sell	22,149 -10,616	-32%	-$589K	0.2%	46
2018 Q1	$1.72M	Buy	32,765 +3,486	+12%	+$183K	0.28%	39
2017 Q4	$1.78M	Sell	29,279 -757	-3%	-$45.9K	0.27%	34
2017 Q3	$1.66M	Sell	30,036 -8,724	-23%	-$481K	0.27%	34
2017 Q2	$2.15M	Sell	38,760 -1,770	-4%	-$98.1K	0.36%	31
2017 Q1	$2.26M	Sell	40,530 -1,354	-3%	-$75.4K	0.39%	32
2016 Q4	$2.31M	Sell	41,884 -1,830	-4%	-$101K	0.43%	30
2016 Q3	$1.94M	Sell	43,714 -2,442	-5%	-$108K	0.36%	35
2016 Q2	$2.19M	Buy	46,156 +965	+2%	+$45.7K	0.41%	32
2016 Q1	$2.19M	Sell	45,191 -365	-0.8%	-$17.6K	0.42%	32
2015 Q4	$2.48M	Sell	45,556 -998	-2%	-$54.2K	0.49%	26
2015 Q3	$2.39M	Buy	46,554 +213	+0.5%	+$10.9K	0.49%	23
2015 Q2	$2.61M	Buy	46,341 +1,805	+4%	+$102K	0.51%	26
2015 Q1	$2.42M	Buy	44,536 +1,660	+4%	+$90.3K	0.45%	30
2014 Q4	$2.35M	Buy	42,876 +493	+1%	+$27K	0.46%	32
2014 Q3	$2.2M	Buy	42,383 +8,288	+24%	+$430K	0.44%	34
2014 Q2	$1.79M	Buy	34,095 +21,275	+166%	+$1.12M	0.36%	42
2014 Q1	$638K	Buy	+12,820	New	+$638K	0.13%	71