Advisor Partners’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2022
Q2 | $3.51M | Sell |
89,498
-6,051
| -6% | -$237K | 0.25% | 75 |
|
|
2022
Q1 | $4.63M | Buy |
95,549
+8,642
| +10% | +$419K | 0.29% | 65 |
|
|
2021
Q4 | $4.17M | Buy |
86,907
+4,144
| +5% | +$199K | 0.25% | 69 |
|
|
2021
Q3 | $3.84M | Buy |
82,763
+10,029
| +14% | +$465K | 0.26% | 75 |
|
|
2021
Q2 | $3.29M | Buy |
72,734
+699
| +1% | +$31.7K | 0.22% | 87 |
|
|
2021
Q1 | $2.81M | Buy |
72,035
+3,718
| +5% | +$145K | 0.2% | 97 |
|
|
2020
Q4 | $2.06M | Sell |
68,317
-10,251
| -13% | -$309K | 0.16% | 135 |
|
|
2020
Q3 | $1.85M | Sell |
78,568
-5,300
| -6% | -$125K | 0.16% | 129 |
|
|
2020
Q2 | $2.15M | Buy |
83,868
+11,860
| +16% | +$304K | 0.2% | 103 |
|
|
2020
Q1 | $2.07M | Sell |
72,008
-47,890
| -40% | -$1.37M | 0.25% | 81 |
|
|
2019
Q4 | $5.79M | Buy |
119,898
+7,855
| +7% | +$380K | 0.6% | 34 |
|
|
2019
Q3 | $5.65M | Buy |
112,043
+29,793
| +36% | +$1.5M | 0.68% | 31 |
|
|
2019
Q2 | $3.89M | Sell |
82,250
-10,918
| -12% | -$517K | 0.47% | 41 |
|
|
2019
Q1 | $4.5M | Sell |
93,168
-2,485
| -3% | -$120K | 0.58% | 36 |
|
|
2018
Q4 | $4.41M | Sell |
95,653
-14,171
| -13% | -$653K | 0.7% | 28 |
|
|
2018
Q3 | $5.77M | Buy |
109,824
+7,165
| +7% | +$377K | 0.78% | 20 |
|
|
2018
Q2 | $5.69M | Buy |
102,659
+9,959
| +11% | +$552K | 0.96% | 16 |
|
|
2018
Q1 | $4.86M | Buy |
92,700
+451
| +0.5% | +$23.6K | 0.9% | 17 |
|
|
2017
Q4 | $5.92M | Buy |
92,249
+10,691
| +13% | +$687K | 1.06% | 14 |
|
|
2017
Q3 | $4.5M | Buy |
81,558
+963
| +1% | +$53.1K | 0.88% | 16 |
|
|
2017
Q2 | $4.47M | Sell |
80,595
-7,537
| -9% | -$418K | 1.05% | 13 |
|
|
2017
Q1 | $4.91M | Buy |
88,132
+20,418
| +30% | +$1.14M | 1.31% | 9 |
|
|
2016
Q4 | $3.73M | Buy |
67,714
+10,670
| +19% | +$588K | 1.12% | 13 |
|
|
2016
Q3 | $2.53M | Sell |
57,044
-478
| -0.8% | -$21.2K | 0.84% | 23 |
|
|
2016
Q2 | $2.72M | Sell |
57,522
-6,959
| -11% | -$329K | 0.95% | 21 |
|
|
2016
Q1 | $3.12M | Sell |
64,481
-16,947
| -21% | -$819K | 1.16% | 13 |
|
|
2015
Q4 | $4.43M | Buy |
81,428
+5,252
| +7% | +$286K | 1.51% | 7 |
|
|
2015
Q3 | $3.95M | Buy |
76,176
+3,528
| +5% | +$183K | 1.66% | 6 |
|
|
2015
Q2 | $3.99M | Buy |
72,648
+8,606
| +13% | +$473K | 1.53% | 6 |
|
|
2015
Q1 | $3.48M | Buy |
64,042
+1,678
| +3% | +$91.3K | 1.48% | 5 |
|
|
2014
Q4 | $3.4M | Buy |
62,364
+1,663
| +3% | +$90.7K | 1.5% | 6 |
|
|
2014
Q3 | $3.15M | Buy |
60,701
+145
| +0.2% | +$7.52K | 1.8% | 5 |
|
|
2014
Q2 | $3.18M | Buy |
60,556
+648
| +1% | +$34.1K | 1.57% | 6 |
|
|
2014
Q1 | $2.98M | Buy |
59,908
+3,453
| +6% | +$172K | 1.64% | 6 |
|
|
2013
Q4 | $2.56M | Buy |
56,455
+3,600
| +7% | +$163K | 1.47% | 7 |
|
|
2013
Q3 | $2.18M | Buy |
52,855
+3,903
| +8% | +$161K | 1.56% | 6 |
|
|
2013
Q2 | $2.02M | Buy |
+48,952
| New | +$2.02M | 1.65% | 8 |
|