Advisors Capital Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $48.3M | Sell |
606,836
-5,548
| -0.9% | -$477K | 0.56% | 52 |
|
|
2025
Q4 | $57.1M | Buy |
612,384
+15,523
| +3% | +$1.35M | 0.67% | 40 |
|
|
2025
Q3 | $50M | Sell |
596,861
-130,900
| -18% | -$10.6M | 0.62% | 47 |
|
|
2025
Q2 | $58.3M | Buy |
727,761
+6,830
| +0.9% | +$492K | 0.8% | 34 |
|
|
2025
Q1 | $51.8M | Sell |
720,931
-21,330
| -3% | -$1.6M | 0.8% | 36 |
|
|
2024
Q4 | $52.1M | Sell |
742,261
-10,298
| -1% | -$703K | 0.82% | 29 |
|
|
2024
Q3 | $42.5M | Buy |
752,559
+9,474
| +1% | +$536K | 0.69% | 41 |
|
|
2024
Q2 | $44.1M | Buy |
743,085
+2,369
| +0.3% | +$140K | 0.77% | 30 |
|
|
2024
Q1 | $42.9M | Buy |
740,716
+9,278
| +1% | +$485K | 0.79% | 37 |
|
|
2023
Q4 | $36M | Sell |
731,438
-4,878
| -0.7% | -$211K | 0.73% | 38 |
|
|
2023
Q3 | $30.1M | Buy |
736,316
+56,867
| +8% | +$2.46M | 0.76% | 37 |
|
|
2023
Q2 | $29M | Buy |
679,449
+7,585
| +1% | +$305K | 0.69% | 46 |
|
|
2023
Q1 | $25.1M | Buy |
671,864
+16,228
| +2% | +$707K | 0.65% | 53 |
|
|
2022
Q4 | $27.1M | Sell |
655,636
-521
| -0.1% | -$23.1K | 0.74% | 41 |
|
|
2022
Q3 | $30.8M | Buy |
656,157
+57,788
| +10% | +$2.48M | 0.82% | 34 |
|
|
2022
Q2 | $23.4M | Buy |
598,369
+28,702
| +5% | +$1.26M | 0.71% | 43 |
|
|
2022
Q1 | $27.6M | Buy |
569,667
+5,899
| +1% | +$316K | 0.76% | 42 |
|
|
2021
Q4 | $27.1M | Buy |
563,768
+17,960
| +3% | +$884K | 0.73% | 39 |
|
|
2021
Q3 | $25.3M | Sell |
545,808
-16,535
| -3% | -$765K | 0.77% | 38 |
|
|
2021
Q2 | $25.5M | Sell |
562,343
-5,482
| -1% | -$245K | 0.81% | 38 |
|
|
2021
Q1 | $22.2M | Buy |
567,825
+166,082
| +41% | +$5.88M | 0.78% | 42 |
|
|
2020
Q4 | $12.1M | Sell |
401,743
-19,621
| -5% | -$508K | 0.46% | 76 |
|
|
2020
Q3 | $9.91M | Sell |
421,364
-22,490
| -5% | -$554K | 0.46% | 77 |
|
|
2020
Q2 | $11.4M | Buy |
+443,854
| New | +$12.1M | 0.56% | 59 |
|
|
2019
Q3 | – | Sell |
-182,539
| Closed | -$8.64M | – | 290 |
|
|
2019
Q2 | $8.64M | Sell |
182,539
-108,920
| -37% | -$5.09M | 0.51% | 73 |
|
|
2019
Q1 | $14.2M | Buy |
291,459
+40,889
| +16% | +$2.01M | 0.89% | 45 |
|
|
2018
Q4 | $11.5M | Sell |
250,570
-37,209
| -13% | -$1.91M | 0.84% | 47 |
|
|
2018
Q3 | $15.1M | Buy |
287,779
+6,273
| +2% | +$358K | 0.99% | 35 |
|
|
2018
Q2 | $15.6M | Buy |
281,506
+17,355
| +7% | +$930K | 1.07% | 26 |
|
|
2018
Q1 | $13.8M | Buy |
+264,151
| New | +$15.7M | 1.05% | 32 |
|
Other funds holding WFC
VCM
VPM
