AIIMS
Analyst IMS Investment Management Services’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.08M | Hold |
13,439
| – | – | 0.04% | 87 |
|
|
2025
Q1 | $964K | Hold |
13,439
| – | – | 0.04% | 87 |
|
|
2024
Q4 | $944K | Hold |
13,439
| – | – | 0.03% | 85 |
|
|
2024
Q3 | $759K | Sell |
13,439
-4,789
| -26% | -$270K | 0.03% | 94 |
|
|
2024
Q2 | $1.08M | Sell |
18,228
-100
| -0.5% | -$5.94K | 0.04% | 67 |
|
|
2024
Q1 | $1.06M | Buy |
18,328
+3,334
| +22% | +$193K | 0.05% | 66 |
|
|
2023
Q4 | $738K | Sell |
14,994
-2,533
| -14% | -$125K | 0.04% | 72 |
|
|
2023
Q3 | $717K | Hold |
17,527
| – | – | 0.04% | 66 |
|
|
2023
Q2 | $744K | Sell |
17,527
-42
| -0.2% | -$1.78K | 0.05% | 66 |
|
|
2023
Q1 | $657K | Sell |
17,569
-1,708
| -9% | -$63.9K | 0.05% | 67 |
|
|
2022
Q4 | $797K | Sell |
19,277
-1,555
| -7% | -$64.3K | 0.07% | 66 |
|
|
2022
Q3 | $844K | Sell |
20,832
-1,305
| -6% | -$52.9K | 0.08% | 64 |
|
|
2022
Q2 | $867K | Sell |
22,137
-607
| -3% | -$23.8K | 0.08% | 66 |
|
|
2022
Q1 | $1.1M | Sell |
22,744
-4,315
| -16% | -$209K | 0.1% | 65 |
|
|
2021
Q4 | $1.3M | Buy |
27,059
+1,729
| +7% | +$83.2K | 0.12% | 65 |
|
|
2021
Q3 | $1.18M | Buy |
25,330
+263
| +1% | +$12.2K | 0.14% | 64 |
|
|
2021
Q2 | $1.14M | Buy |
25,067
+2,676
| +12% | +$121K | 0.14% | 68 |
|
|
2021
Q1 | $875K | Sell |
22,391
-1,663
| -7% | -$65K | 0.12% | 69 |
|
|
2020
Q4 | $726K | Buy |
24,054
+660
| +3% | +$19.9K | 0.12% | 64 |
|
|
2020
Q3 | $550K | Buy |
23,394
+3,777
| +19% | +$88.8K | 0.11% | 73 |
|
|
2020
Q2 | $502K | Buy |
19,617
+5,219
| +36% | +$134K | 0.12% | 74 |
|
|
2020
Q1 | $413K | Sell |
14,398
-1,859
| -11% | -$53.3K | 0.13% | 71 |
|
|
2019
Q4 | $875K | Sell |
16,257
-965
| -6% | -$51.9K | 0.24% | 59 |
|
|
2019
Q3 | $842K | Sell |
17,222
-1,124
| -6% | -$55K | 0.25% | 54 |
|
|
2019
Q2 | $868K | Buy |
18,346
+1,050
| +6% | +$49.7K | 0.26% | 57 |
|
|
2019
Q1 | $836K | Sell |
17,296
-59
| -0.3% | -$2.85K | 0.26% | 59 |
|
|
2018
Q4 | $799 | Buy |
17,355
+3,385
| +24% | +$156 | 0.13% | 58 |
|
|
2018
Q3 | $742 | Sell |
13,970
-1,300
| -9% | -$69 | 0.12% | 69 |
|
|
2018
Q2 | $818K | Sell |
15,270
-825
| -5% | -$44.2K | 0.25% | 64 |
|
|
2018
Q1 | $843K | Sell |
16,095
-3,242
| -17% | -$170K | 0.27% | 66 |
|
|
2017
Q4 | $1.17M | Sell |
19,337
-1,665
| -8% | -$101K | 0.36% | 57 |
|
|
2017
Q3 | $1.14M | Buy |
21,002
+920
| +5% | +$49.9K | 0.37% | 55 |
|
|
2017
Q2 | $1.11M | Buy |
20,082
+278
| +1% | +$15.4K | 0.4% | 58 |
|
|
2017
Q1 | $1.11M | Sell |
19,804
-667
| -3% | -$37.4K | 0.43% | 53 |
|
|
2016
Q4 | $1.13M | Sell |
20,471
-4,810
| -19% | -$265K | 0.49% | 49 |
|
|
2016
Q3 | $1.12M | Buy |
25,281
+589
| +2% | +$26.1K | 0.47% | 51 |
|
|
2016
Q2 | $1.17M | Buy |
24,692
+372
| +2% | +$17.6K | 0.49% | 44 |
|
|
2016
Q1 | $1.18M | Sell |
24,320
-1,521
| -6% | -$73.5K | 0.51% | 52 |
|
|
2015
Q4 | $1.41M | Sell |
25,841
-2,646
| -9% | -$144K | 0.59% | 48 |
|
|
2015
Q3 | $1.46M | Sell |
28,487
-2,171
| -7% | -$111K | 0.62% | 48 |
|
|
2015
Q2 | $1.72M | Buy |
30,658
+48
| +0.2% | +$2.7K | 0.67% | 46 |
|
|
2015
Q1 | $1.67M | Sell |
30,610
-414
| -1% | -$22.5K | 0.65% | 45 |
|
|
2014
Q4 | $1.7M | Buy |
+31,024
| New | +$1.7M | 0.65% | 40 |
|