AE Wealth Management’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 | $33.9M | Buy |
422,961
+49,265
| +13% | +$3.95M | 0.25% | 99 |
|
|
2025
Q1 | $26.8M | Buy |
373,696
+19,896
| +6% | +$1.43M | 0.23% | 104 |
|
|
2024
Q4 | $24.9M | Buy |
353,800
+41,498
| +13% | +$2.91M | 0.21% | 110 |
|
|
2024
Q3 | $17.6M | Buy |
312,302
+218,332
| +232% | +$12.3M | 0.16% | 148 |
|
|
2024
Q2 | $5.58M | Buy |
93,970
+13,241
| +16% | +$786K | 0.06% | 306 |
|
|
2024
Q1 | $4.68M | Sell |
80,729
-284,658
| -78% | -$16.5M | 0.05% | 312 |
|
|
2023
Q4 | $18.4M | Buy |
365,387
+19,680
| +6% | +$990K | 0.09% | 249 |
|
|
2023
Q3 | $14.1M | Buy |
345,707
+32,650
| +10% | +$1.33M | 0.08% | 287 |
|
|
2023
Q2 | $13.4M | Sell |
313,057
-87,280
| -22% | -$3.73M | 0.08% | 302 |
|
|
2023
Q1 | $15M | Sell |
400,337
-75,800
| -16% | -$2.83M | 0.1% | 256 |
|
|
2022
Q4 | $19.7M | Buy |
476,137
+91,837
| +24% | +$3.79M | 0.14% | 170 |
|
|
2022
Q3 | $15.5M | Buy |
384,300
+79,212
| +26% | +$3.19M | 0.12% | 176 |
|
|
2022
Q2 | $12M | Buy |
305,088
+9,100
| +3% | +$356K | 0.1% | 236 |
|
|
2022
Q1 | $14.3M | Buy |
295,988
+55,788
| +23% | +$2.7M | 0.1% | 213 |
|
|
2021
Q4 | $11.5M | Buy |
240,200
+28,207
| +13% | +$1.35M | 0.08% | 238 |
|
|
2021
Q3 | $9.84M | Buy |
211,993
+7,200
| +4% | +$334K | 0.08% | 242 |
|
|
2021
Q2 | $9.28M | Sell |
204,793
-8,953
| -4% | -$405K | 0.08% | 233 |
|
|
2021
Q1 | $8.35M | Sell |
213,746
-16,952
| -7% | -$662K | 0.08% | 230 |
|
|
2020
Q4 | $6.96M | Buy |
230,698
+1,803
| +0.8% | +$54.4K | 0.08% | 228 |
|
|
2020
Q3 | $5.38M | Buy |
228,895
+11,187
| +5% | +$263K | 0.08% | 222 |
|
|
2020
Q2 | $5.57M | Buy |
217,708
+132,267
| +155% | +$3.39M | 0.09% | 207 |
|
|
2020
Q1 | $2.45M | Sell |
85,441
-44,500
| -34% | -$1.28M | 0.06% | 267 |
|
|
2019
Q4 | $6.99M | Buy |
129,941
+18,993
| +17% | +$1.02M | 0.15% | 128 |
|
|
2019
Q3 | $5.6M | Sell |
110,948
-6,858
| -6% | -$346K | 0.16% | 122 |
|
|
2019
Q2 | $5.58M | Buy |
117,806
+82,655
| +235% | +$3.91M | 0.17% | 107 |
|
|
2019
Q1 | $1.7M | Buy |
35,151
+11,333
| +48% | +$548K | 0.12% | 150 |
|
|
2018
Q4 | $1.1M | Sell |
23,818
-878
| -4% | -$40.5K | 0.19% | 136 |
|
|
2018
Q3 | $1.3M | Buy |
24,696
+2,155
| +10% | +$113K | 0.07% | 183 |
|
|
2018
Q2 | $1.25M | Sell |
22,541
-16,178
| -42% | -$897K | 0.09% | 139 |
|
|
2018
Q1 | $2.03M | Buy |
38,719
+5,780
| +18% | +$303K | 0.16% | 93 |
|
|
2017
Q4 | $2M | Buy |
32,939
+18,534
| +129% | +$1.12M | 0.18% | 89 |
|
|
2017
Q3 | $794K | Buy |
14,405
+7,241
| +101% | +$399K | 0.07% | 184 |
|
|
2017
Q2 | $397K | Buy |
+7,164
| New | +$397K | 0.05% | 262 |
|