AAM
Advisors Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.12M | Sell |
51,363
-4,221
| -8% | -$338K | 0.07% | 360 |
|
|
2025
Q1 | $3.99M | Buy |
55,584
+404
| +0.7% | +$29K | 0.08% | 353 |
|
|
2024
Q4 | $3.88M | Buy |
55,180
+7,208
| +15% | +$506K | 0.07% | 365 |
|
|
2024
Q3 | $2.71M | Sell |
47,972
-1,079
| -2% | -$61K | 0.05% | 472 |
|
|
2024
Q2 | $2.91M | Buy |
49,051
+7,336
| +18% | +$436K | 0.06% | 433 |
|
|
2024
Q1 | $2.42M | Buy |
41,715
+3,418
| +9% | +$198K | 0.05% | 489 |
|
|
2023
Q4 | $1.88M | Buy |
38,297
+4,165
| +12% | +$205K | 0.04% | 551 |
|
|
2023
Q3 | $1.39M | Sell |
34,132
-1,268
| -4% | -$51.8K | 0.03% | 613 |
|
|
2023
Q2 | $1.51M | Sell |
35,400
-8,086
| -19% | -$345K | 0.03% | 603 |
|
|
2023
Q1 | $1.63M | Sell |
43,486
-2,052
| -5% | -$76.7K | 0.03% | 588 |
|
|
2022
Q4 | $1.88M | Sell |
45,538
-22,889
| -33% | -$945K | 0.04% | 523 |
|
|
2022
Q3 | $2.75M | Buy |
68,427
+556
| +0.8% | +$22.4K | 0.06% | 395 |
|
|
2022
Q2 | $2.66M | Sell |
67,871
-1,580
| -2% | -$61.9K | 0.05% | 411 |
|
|
2022
Q1 | $3.37M | Buy |
69,451
+870
| +1% | +$42.2K | 0.05% | 406 |
|
|
2021
Q4 | $3.29M | Buy |
68,581
+4,951
| +8% | +$238K | 0.05% | 442 |
|
|
2021
Q3 | $2.95M | Buy |
63,630
+649
| +1% | +$30.1K | 0.04% | 449 |
|
|
2021
Q2 | $2.85M | Buy |
62,981
+3,739
| +6% | +$169K | 0.04% | 478 |
|
|
2021
Q1 | $2.32M | Buy |
59,242
+1,505
| +3% | +$58.8K | 0.04% | 541 |
|
|
2020
Q4 | $1.74M | Sell |
57,737
-3,409
| -6% | -$103K | 0.03% | 608 |
|
|
2020
Q3 | $1.44M | Sell |
61,146
-16,224
| -21% | -$382K | 0.03% | 593 |
|
|
2020
Q2 | $1.98M | Sell |
77,370
-3,240
| -4% | -$83K | 0.04% | 454 |
|
|
2020
Q1 | $2.31M | Buy |
80,610
+6,488
| +9% | +$186K | 0.06% | 346 |
|
|
2019
Q4 | $3.99M | Buy |
74,122
+6,269
| +9% | +$337K | 0.07% | 310 |
|
|
2019
Q3 | $3.42M | Sell |
67,853
-4,794
| -7% | -$242K | 0.06% | 358 |
|
|
2019
Q2 | $3.44M | Buy |
72,647
+558
| +0.8% | +$26.4K | 0.06% | 361 |
|
|
2019
Q1 | $3.48M | Sell |
72,089
-12,345
| -15% | -$596K | 0.06% | 359 |
|
|
2018
Q4 | $3.89M | Sell |
84,434
-25,698
| -23% | -$1.18M | 0.08% | 299 |
|
|
2018
Q3 | $5.79M | Sell |
110,132
-16,287
| -13% | -$856K | 0.09% | 256 |
|
|
2018
Q2 | $7.01M | Sell |
126,419
-27,182
| -18% | -$1.51M | 0.12% | 223 |
|
|
2018
Q1 | $8.91M | Sell |
153,601
-23,650
| -13% | -$1.37M | 0.15% | 165 |
|
|
2017
Q4 | $10.8M | Sell |
177,251
-26,135
| -13% | -$1.59M | 0.18% | 147 |
|
|
2017
Q3 | $11.2M | Sell |
203,386
-20,430
| -9% | -$1.13M | 0.19% | 137 |
|
|
2017
Q2 | $12.4M | Sell |
223,816
-21,320
| -9% | -$1.18M | 0.21% | 115 |
|
|
2017
Q1 | $13.6M | Sell |
245,136
-76,561
| -24% | -$4.26M | 0.23% | 109 |
|
|
2016
Q4 | $17.7M | Sell |
321,697
-62,410
| -16% | -$3.44M | 0.29% | 71 |
|
|
2016
Q3 | $17M | Sell |
384,107
-34,160
| -8% | -$1.51M | 0.28% | 77 |
|
|
2016
Q2 | $19.8M | Buy |
418,267
+6,403
| +2% | +$303K | 0.32% | 56 |
|
|
2016
Q1 | $19.9M | Buy |
411,864
+28,291
| +7% | +$1.37M | 0.33% | 51 |
|
|
2015
Q4 | $20.9M | Buy |
383,573
+71,220
| +23% | +$3.87M | 0.33% | 57 |
|
|
2015
Q3 | $16M | Buy |
312,353
+33,672
| +12% | +$1.73M | 0.26% | 95 |
|
|
2015
Q2 | $15.7M | Sell |
278,681
-13,534
| -5% | -$761K | 0.22% | 123 |
|
|
2015
Q1 | $15.9M | Sell |
292,215
-29,366
| -9% | -$1.6M | 0.21% | 126 |
|
|
2014
Q4 | $17.6M | Buy |
321,581
+6,293
| +2% | +$345K | 0.24% | 112 |
|
|
2014
Q3 | $16.4M | Buy |
315,288
+7,893
| +3% | +$409K | 0.23% | 125 |
|
|
2014
Q2 | $16.2M | Buy |
307,395
+11,028
| +4% | +$580K | 0.22% | 120 |
|
|
2014
Q1 | $14.7M | Buy |
296,367
+4,503
| +2% | +$224K | 0.22% | 114 |
|
|
2013
Q4 | $13.3M | Buy |
291,864
+7,029
| +2% | +$319K | 0.21% | 125 |
|
|
2013
Q3 | $11.8M | Buy |
284,835
+31,402
| +12% | +$1.3M | 0.21% | 141 |
|
|
2013
Q2 | $10.5M | Buy |
+253,433
| New | +$10.5M | 0.2% | 157 |
|