Allworth Financial’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 | $31.4M | Buy |
391,720
+204,564
| +109% | +$16.4M | 0.15% | 93 |
|
|
2025
Q1 | $13M | Buy |
187,156
+17,033
| +10% | +$1.18M | 0.07% | 153 |
|
|
2024
Q4 | $13.2M | Buy |
170,123
+13,383
| +9% | +$1.04M | 0.07% | 141 |
|
|
2024
Q3 | $8.85M | Buy |
156,740
+7,534
| +5% | +$426K | 0.05% | 151 |
|
|
2024
Q2 | $8.84M | Buy |
149,206
+39,930
| +37% | +$2.37M | 0.06% | 142 |
|
|
2024
Q1 | $6.33M | Buy |
109,276
+25,358
| +30% | +$1.47M | 0.04% | 167 |
|
|
2023
Q4 | $4.13M | Buy |
83,918
+2,021
| +2% | +$99.5K | 0.03% | 211 |
|
|
2023
Q3 | $3.35M | Buy |
81,897
+7,888
| +11% | +$322K | 0.03% | 213 |
|
|
2023
Q2 | $3.16M | Buy |
74,009
+16,362
| +28% | +$698K | 0.03% | 228 |
|
|
2023
Q1 | $2.15M | Sell |
57,647
-1,367
| -2% | -$51.1K | 0.02% | 245 |
|
|
2022
Q4 | $2.44M | Sell |
59,014
-526
| -0.9% | -$21.7K | 0.03% | 218 |
|
|
2022
Q3 | $2.4M | Buy |
59,540
+5,520
| +10% | +$222K | 0.03% | 210 |
|
|
2022
Q2 | $2.12M | Buy |
54,020
+1,152
| +2% | +$45.1K | 0.03% | 210 |
|
|
2022
Q1 | $2.56M | Buy |
52,868
+6,730
| +15% | +$326K | 0.03% | 194 |
|
|
2021
Q4 | $2.21M | Buy |
46,138
+2,163
| +5% | +$104K | 0.03% | 185 |
|
|
2021
Q3 | $2.04M | Buy |
43,975
+274
| +0.6% | +$12.7K | 0.03% | 167 |
|
|
2021
Q2 | $1.98M | Buy |
43,701
+2,487
| +6% | +$113K | 0.04% | 133 |
|
|
2021
Q1 | $1.61M | Buy |
41,214
+2,721
| +7% | +$106K | 0.03% | 129 |
|
|
2020
Q4 | $1.16M | Sell |
38,493
-2,400
| -6% | -$72.5K | 0.03% | 107 |
|
|
2020
Q3 | $961K | Sell |
40,893
-288
| -0.7% | -$6.77K | 0.03% | 101 |
|
|
2020
Q2 | $1.05M | Sell |
41,181
-23,701
| -37% | -$607K | 0.03% | 88 |
|
|
2020
Q1 | $1.86M | Buy |
64,882
+36,429
| +128% | +$1.05M | 0.06% | 73 |
|
|
2019
Q4 | $1.53M | Buy |
28,453
+3,247
| +13% | +$175K | 0.05% | 60 |
|
|
2019
Q3 | $1.27M | Buy |
25,206
+2,218
| +10% | +$112K | 0.05% | 59 |
|
|
2019
Q2 | $1.09M | Buy |
22,988
+12,156
| +112% | +$575K | 0.04% | 65 |
|
|
2019
Q1 | $523K | Sell |
10,832
-12,790
| -54% | -$618K | 0.02% | 90 |
|
|
2018
Q4 | $1.09M | Sell |
23,622
-180
| -0.8% | -$8.29K | 0.05% | 58 |
|
|
2018
Q3 | $1.25M | Sell |
23,802
-11
| -0% | -$578 | 0.06% | 58 |
|
|
2018
Q2 | $1.32M | Sell |
23,813
-3,367
| -12% | -$187K | 0.06% | 58 |
|
|
2018
Q1 | $1.43M | Sell |
27,180
-6,394
| -19% | -$335K | 0.11% | 31 |
|
|
2017
Q4 | $2.04M | Buy |
33,574
+11,592
| +53% | +$703K | 0.16% | 22 |
|
|
2017
Q3 | $1.21M | Sell |
21,982
-467
| -2% | -$25.7K | 0.1% | 30 |
|
|
2017
Q2 | $1.24M | Buy |
22,449
+185
| +0.8% | +$10.3K | 0.11% | 28 |
|
|
2017
Q1 | $1.24M | Buy |
22,264
+56
| +0.3% | +$3.12K | 0.12% | 28 |
|
|
2016
Q4 | $1.22M | Buy |
22,208
+30
| +0.1% | +$1.65K | 0.12% | 28 |
|
|
2016
Q3 | $982K | Sell |
22,178
-497
| -2% | -$22K | 0.1% | 32 |
|
|
2016
Q2 | $1.07M | Buy |
22,675
+4
| +0% | +$189 | 0.12% | 31 |
|
|
2016
Q1 | $1.1M | Sell |
22,671
-1,540
| -6% | -$74.4K | 0.14% | 34 |
|
|
2015
Q4 | $1.32M | Buy |
24,211
+850
| +4% | +$46.2K | 0.24% | 30 |
|
|
2015
Q3 | $1.2M | Buy |
23,361
+6
| +0% | +$308 | 0.43% | 23 |
|
|
2015
Q2 | $1.31M | Buy |
23,355
+14,717
| +170% | +$827K | 0.47% | 23 |
|
|
2015
Q1 | $470K | Buy |
8,638
+5
| +0.1% | +$272 | 0.17% | 56 |
|
|
2014
Q4 | $473K | Buy |
8,633
+45
| +0.5% | +$2.47K | 0.18% | 49 |
|
|
2014
Q3 | $445K | Buy |
8,588
+177
| +2% | +$9.17K | 0.17% | 47 |
|
|
2014
Q2 | $442K | Sell |
8,411
-67
| -0.8% | -$3.52K | 0.2% | 38 |
|
|
2014
Q1 | $422K | Buy |
8,478
+69
| +0.8% | +$3.44K | 0.18% | 35 |
|
|
2013
Q4 | $382K | Sell |
8,409
-2,845
| -25% | -$129K | 0.19% | 35 |
|
|
2013
Q3 | $465K | Buy |
11,254
+100
| +0.9% | +$4.13K | 0.24% | 34 |
|
|
2013
Q2 | $460K | Buy |
+11,154
| New | +$460K | 0.26% | 33 |
|