Advisory Services Network’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.48M | Buy |
117,617
+5,884
| +5% | +$474K | 0.15% | 147 |
|
|
2025
Q1 | $8.02M | Buy |
111,733
+5,100
| +5% | +$366K | 0.15% | 143 |
|
|
2024
Q4 | $7.49M | Buy |
106,633
+3,055
| +3% | +$215K | 0.14% | 155 |
|
|
2024
Q3 | $6.15M | Hold |
103,578
| – | – | 0.13% | 172 |
|
|
2024
Q2 | $6.15M | Buy |
103,578
+2,507
| +2% | +$149K | 0.13% | 172 |
|
|
2024
Q1 | $5.86M | Buy |
101,071
+26,900
| +36% | +$1.56M | 0.13% | 183 |
|
|
2023
Q4 | $3.65M | Sell |
74,171
-4,795
| -6% | -$236K | 0.09% | 257 |
|
|
2023
Q3 | $3.23M | Sell |
78,966
-4,516
| -5% | -$185K | 0.09% | 267 |
|
|
2023
Q2 | $3.56M | Sell |
83,482
-3,465
| -4% | -$148K | 0.09% | 249 |
|
|
2023
Q1 | $3.25M | Sell |
86,947
-10,638
| -11% | -$398K | 0.09% | 261 |
|
|
2022
Q4 | $4.03M | Sell |
97,585
-10,479
| -10% | -$433K | 0.12% | 201 |
|
|
2022
Q3 | $4.35M | Buy |
108,064
+2,447
| +2% | +$98.4K | 0.15% | 159 |
|
|
2022
Q2 | $4.14M | Buy |
105,617
+2,506
| +2% | +$98.2K | 0.14% | 181 |
|
|
2022
Q1 | $5M | Buy |
103,111
+339
| +0.3% | +$16.4K | 0.15% | 167 |
|
|
2021
Q4 | $4.93M | Sell |
102,772
-6,655
| -6% | -$319K | 0.14% | 172 |
|
|
2021
Q3 | $5.08M | Buy |
109,427
+2,879
| +3% | +$134K | 0.16% | 159 |
|
|
2021
Q2 | $4.83M | Buy |
106,548
+24,819
| +30% | +$1.12M | 0.15% | 165 |
|
|
2021
Q1 | $3.19M | Buy |
81,729
+6,205
| +8% | +$242K | 0.12% | 223 |
|
|
2020
Q4 | $2.28M | Buy |
75,524
+22,732
| +43% | +$686K | 0.09% | 263 |
|
|
2020
Q3 | $1.24M | Buy |
52,792
+10,813
| +26% | +$254K | 0.06% | 356 |
|
|
2020
Q2 | $1.08M | Buy |
41,979
+2,039
| +5% | +$52.2K | 0.06% | 370 |
|
|
2020
Q1 | $1.15M | Sell |
39,940
-4,446
| -10% | -$128K | 0.08% | 307 |
|
|
2019
Q4 | $2.39M | Sell |
44,386
-355
| -0.8% | -$19.1K | 0.13% | 206 |
|
|
2019
Q3 | $2.12M | Hold |
44,741
| – | – | 0.13% | 195 |
|
|
2019
Q2 | $2.12M | Buy |
44,741
+2,284
| +5% | +$108K | 0.13% | 195 |
|
|
2019
Q1 | $2.05M | Buy |
42,457
+3,043
| +8% | +$147K | 0.14% | 188 |
|
|
2018
Q4 | $1.82M | Sell |
39,414
-1,870
| -5% | -$86.2K | 0.16% | 167 |
|
|
2018
Q3 | $2.17M | Sell |
41,284
-7,818
| -16% | -$411K | 0.16% | 163 |
|
|
2018
Q2 | $2.86M | Sell |
49,102
-3,561
| -7% | -$208K | 0.22% | 118 |
|
|
2018
Q1 | $2.76M | Buy |
52,663
+4,090
| +8% | +$214K | 0.22% | 105 |
|
|
2017
Q4 | $2.95M | Buy |
48,573
+12,297
| +34% | +$746K | 0.26% | 82 |
|
|
2017
Q3 | $2M | Sell |
36,276
-5,016
| -12% | -$277K | 0.23% | 108 |
|
|
2017
Q2 | $2.29M | Buy |
41,292
+76
| +0.2% | +$4.21K | 0.3% | 77 |
|
|
2017
Q1 | $2.29M | Buy |
+41,216
| New | +$2.29M | 0.33% | 65 |
|
|
2016
Q3 | $1.77M | Buy |
40,005
+6,758
| +20% | +$299K | 0.33% | 68 |
|
|
2016
Q2 | $1.57M | Buy |
33,247
+541
| +2% | +$25.6K | 0.36% | 60 |
|
|
2016
Q1 | $1.58M | Sell |
32,706
-1,469
| -4% | -$71.1K | 0.43% | 44 |
|
|
2015
Q4 | $1.86M | Buy |
34,175
+5,172
| +18% | +$281K | 0.6% | 28 |
|
|
2015
Q3 | $1.49M | Buy |
29,003
+7,732
| +36% | +$397K | 0.45% | 39 |
|
|
2015
Q2 | $1.21M | Sell |
21,271
-524
| -2% | -$29.8K | 0.36% | 47 |
|
|
2015
Q1 | $1.18M | Buy |
21,795
+278
| +1% | +$15K | 0.33% | 55 |
|
|
2014
Q4 | $1.12M | Sell |
21,517
-515
| -2% | -$26.8K | 0.35% | 56 |
|
|
2014
Q3 | $1.14M | Buy |
22,032
+657
| +3% | +$34.1K | 0.42% | 53 |
|
|
2014
Q2 | $1.12M | Sell |
21,375
-20
| -0.1% | -$1.05K | 0.48% | 52 |
|
|
2014
Q1 | $1.06M | Buy |
21,395
+8,411
| +65% | +$418K | 0.55% | 46 |
|
|
2013
Q4 | $589K | Buy |
12,984
+2,311
| +22% | +$105K | 0.3% | 81 |
|
|
2013
Q3 | $441K | Buy |
10,673
+283
| +3% | +$11.7K | 0.38% | 62 |
|
|
2013
Q2 | $443K | Buy |
+10,390
| New | +$443K | 0.36% | 59 |
|