Ameritas Investment Partners’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 | $6.16M | Sell |
76,874
-438
| -0.6% | -$35.1K | 0.19% | 73 |
|
|
2025
Q1 | $5.55M | Sell |
77,312
-10,240
| -12% | -$735K | 0.19% | 76 |
|
|
2024
Q4 | $6.15M | Sell |
87,552
-2,571
| -3% | -$181K | 0.2% | 68 |
|
|
2024
Q3 | $5.09M | Sell |
90,123
-5,117
| -5% | -$289K | 0.17% | 91 |
|
|
2024
Q2 | $5.66M | Sell |
95,240
-1,491
| -2% | -$88.6K | 0.19% | 74 |
|
|
2024
Q1 | $5.61M | Buy |
96,731
+7,655
| +9% | +$444K | 0.19% | 80 |
|
|
2023
Q4 | $4.38M | Sell |
89,076
-4,865
| -5% | -$239K | 0.16% | 95 |
|
|
2023
Q3 | $3.84M | Sell |
93,941
-8,150
| -8% | -$333K | 0.15% | 109 |
|
|
2023
Q2 | $4.36M | Sell |
102,091
-28,825
| -22% | -$1.23M | 0.16% | 99 |
|
|
2023
Q1 | $4.89M | Buy |
130,916
+815
| +0.6% | +$30.5K | 0.19% | 80 |
|
|
2022
Q4 | $5.55M | Sell |
130,101
-1,766
| -1% | -$75.3K | 0.22% | 67 |
|
|
2022
Q3 | $5.3M | Buy |
131,867
+388
| +0.3% | +$15.6K | 0.24% | 62 |
|
|
2022
Q2 | $5.15M | Sell |
131,479
-1,152
| -0.9% | -$45.1K | 0.22% | 67 |
|
|
2022
Q1 | $6.43M | Sell |
132,631
-1,692
| -1% | -$82K | 0.23% | 60 |
|
|
2021
Q4 | $6.44M | Sell |
134,323
-1,072
| -0.8% | -$51.4K | 0.22% | 64 |
|
|
2021
Q3 | $6.28M | Buy |
135,395
+217
| +0.2% | +$10.1K | 0.23% | 60 |
|
|
2021
Q2 | $6.12M | Buy |
135,178
+298
| +0.2% | +$13.5K | 0.22% | 63 |
|
|
2021
Q1 | $4.67M | Sell |
134,880
-2,236
| -2% | -$77.3K | 0.18% | 83 |
|
|
2020
Q4 | $4.14M | Sell |
137,116
-1,946
| -1% | -$58.7K | 0.19% | 88 |
|
|
2020
Q3 | $3.27M | Buy |
139,062
+2,671
| +2% | +$62.8K | 0.15% | 118 |
|
|
2020
Q2 | $3.49M | Buy |
136,391
+71,084
| +109% | +$1.82M | 0.17% | 94 |
|
|
2020
Q1 | $1.87M | Sell |
65,307
-1,304
| -2% | -$37.4K | 0.11% | 190 |
|
|
2019
Q4 | $3.58M | Sell |
66,611
-3,490
| -5% | -$188K | 0.16% | 101 |
|
|
2019
Q3 | $3.54M | Sell |
70,101
-2,506
| -3% | -$126K | 0.16% | 101 |
|
|
2019
Q2 | $3.44M | Sell |
72,607
-2,616
| -3% | -$124K | 0.16% | 106 |
|
|
2019
Q1 | $3.63M | Sell |
75,223
-2,582
| -3% | -$125K | 0.17% | 95 |
|
|
2018
Q4 | $3.58M | Sell |
77,805
-3,844
| -5% | -$177K | 0.2% | 89 |
|
|
2018
Q3 | $4.29M | Sell |
81,649
-3,005
| -4% | -$158K | 0.2% | 85 |
|
|
2018
Q2 | $4.69M | Sell |
84,654
-8,482
| -9% | -$470K | 0.23% | 62 |
|
|
2018
Q1 | $4.88M | Sell |
93,136
-5,104
| -5% | -$267K | 0.23% | 54 |
|
|
2017
Q4 | $5.86M | Sell |
98,240
-5,938
| -6% | -$354K | 0.27% | 54 |
|
|
2017
Q3 | $5.33M | Buy |
104,178
+300
| +0.3% | +$15.3K | 0.25% | 56 |
|
|
2017
Q2 | $5.76M | Sell |
103,878
-1,848
| -2% | -$102K | 0.28% | 50 |
|
|
2017
Q1 | $5.88M | Sell |
105,726
-3,846
| -4% | -$214K | 0.29% | 44 |
|
|
2016
Q4 | $6.04M | Sell |
109,572
-28,134
| -20% | -$1.55M | 0.3% | 47 |
|
|
2016
Q3 | $6.1M | Sell |
137,706
-8,971
| -6% | -$397K | 0.33% | 39 |
|
|
2016
Q2 | $6.94M | Buy |
146,677
+10,482
| +8% | +$496K | 0.45% | 35 |
|
|
2016
Q1 | $6.59M | Hold |
136,195
| – | – | 0.44% | 36 |
|
|
2015
Q4 | $7.4M | Buy |
136,195
+47,465
| +53% | +$2.58M | 0.5% | 25 |
|
|
2015
Q3 | $4.56M | Sell |
88,730
-39,800
| -31% | -$2.04M | 0.33% | 50 |
|
|
2015
Q2 | $7.23M | Sell |
128,530
-8,251
| -6% | -$464K | 0.47% | 31 |
|
|
2015
Q1 | $7.44M | Buy |
136,781
+20,153
| +17% | +$1.1M | 0.49% | 30 |
|
|
2014
Q4 | $6.39M | Buy |
116,628
+20,100
| +21% | +$1.1M | 0.44% | 36 |
|
|
2014
Q3 | $5.01M | Sell |
96,528
-6,189
| -6% | -$321K | 0.36% | 47 |
|
|
2014
Q2 | $5.4M | Sell |
102,717
-720
| -0.7% | -$37.8K | 0.39% | 44 |
|
|
2014
Q1 | $5.15M | Sell |
103,437
-6,001
| -5% | -$298K | 0.41% | 47 |
|
|
2013
Q4 | $4.97M | Sell |
109,438
-40,532
| -27% | -$1.84M | 0.4% | 44 |
|
|
2013
Q3 | $6.2M | Buy |
149,970
+102,270
| +214% | +$4.23M | 0.58% | 17 |
|
|
2013
Q2 | $1.97M | Buy |
+47,700
| New | +$1.97M | 0.54% | 60 |
|