Arete Wealth Advisors’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 | $2.25M | Sell |
28,031
-13,019
| -32% | -$1.04M | 0.16% | 126 |
|
|
2025
Q1 | $2.31M | Buy |
41,050
+16,817
| +69% | +$946K | 0.18% | 122 |
|
|
2024
Q4 | $1.67M | Buy |
24,233
+17,712
| +272% | +$1.22M | 0.12% | 175 |
|
|
2024
Q3 | $367K | Sell |
6,521
-12,177
| -65% | -$685K | 0.03% | 469 |
|
|
2024
Q2 | $1.11M | Buy |
18,698
+105
| +0.6% | +$6.23K | 0.09% | 212 |
|
|
2024
Q1 | $1.08M | Sell |
18,593
-1,846
| -9% | -$107K | 0.1% | 199 |
|
|
2023
Q4 | $971K | Buy |
20,439
+343
| +2% | +$16.3K | 0.07% | 258 |
|
|
2023
Q3 | $797K | Buy |
20,096
+9,819
| +96% | +$390K | 0.14% | 161 |
|
|
2023
Q2 | $415K | Buy |
10,277
+3,017
| +42% | +$122K | 0.04% | 407 |
|
|
2023
Q1 | $271K | Sell |
7,260
-1,403
| -16% | -$52.4K | 0.02% | 497 |
|
|
2022
Q4 | $358M | Sell |
8,663
-2,710
| -24% | -$112M | 0.03% | 411 |
|
|
2022
Q3 | $457K | Buy |
11,373
+4,260
| +60% | +$171K | 0.04% | 315 |
|
|
2022
Q2 | $279K | Sell |
7,113
-2,860
| -29% | -$112K | 0.03% | 354 |
|
|
2022
Q1 | $431K | Buy |
9,973
+1,849
| +23% | +$79.9K | 0.04% | 310 |
|
|
2021
Q4 | $348K | Buy |
8,124
+344
| +4% | +$14.7K | 0.03% | 360 |
|
|
2021
Q3 | $328K | Sell |
7,780
-1,766
| -18% | -$74.5K | 0.04% | 313 |
|
|
2021
Q2 | $303K | Sell |
9,546
-3,875
| -29% | -$123K | 0.04% | 265 |
|
|
2021
Q1 | $500K | Buy |
13,421
+1,550
| +13% | +$57.7K | 0.06% | 240 |
|
|
2020
Q4 | $348K | Buy |
11,871
+2,354
| +25% | +$69K | 0.05% | 287 |
|
|
2020
Q3 | $228K | Sell |
9,517
-8,393
| -47% | -$201K | 0.03% | 334 |
|
|
2020
Q2 | $458K | Buy |
17,910
+10,473
| +141% | +$268K | 0.08% | 233 |
|
|
2020
Q1 | $213K | Buy |
7,437
+183
| +3% | +$5.24K | 0.04% | 298 |
|
|
2019
Q4 | $390K | Sell |
7,254
-390
| -5% | -$21K | 0.07% | 265 |
|
|
2019
Q3 | $385K | Buy |
7,644
+401
| +6% | +$20.2K | 0.07% | 255 |
|
|
2019
Q2 | $343K | Buy |
7,243
+355
| +5% | +$16.8K | 0.07% | 276 |
|
|
2019
Q1 | $333K | Buy |
6,888
+476
| +7% | +$23K | 0.07% | 270 |
|
|
2018
Q4 | $295K | Sell |
6,412
-2,099
| -25% | -$96.6K | 0.07% | 273 |
|
|
2018
Q3 | $447K | Sell |
8,511
-2,383
| -22% | -$125K | 0.1% | 206 |
|
|
2018
Q2 | $604K | Sell |
10,894
-358
| -3% | -$19.8K | 0.14% | 165 |
|
|
2018
Q1 | $590K | Buy |
11,252
+1,381
| +14% | +$72.4K | 0.2% | 141 |
|
|
2017
Q4 | $599K | Sell |
9,871
-617
| -6% | -$37.4K | 0.2% | 142 |
|
|
2017
Q3 | $578K | Sell |
10,488
-9,154
| -47% | -$504K | 0.23% | 136 |
|
|
2017
Q2 | $1.09M | Buy |
19,642
+8,484
| +76% | +$470K | 0.5% | 56 |
|
|
2017
Q1 | $621K | Buy |
11,158
+2,181
| +24% | +$121K | 0.27% | 81 |
|
|
2016
Q4 | $495K | Buy |
8,977
+345
| +4% | +$19K | 0.23% | 94 |
|
|
2016
Q3 | $382K | Buy |
8,632
+936
| +12% | +$41.4K | 0.22% | 94 |
|
|
2016
Q2 | $364K | Buy |
7,696
+2,850
| +59% | +$135K | 0.23% | 82 |
|
|
2016
Q1 | $234K | Sell |
4,846
-285
| -6% | -$13.8K | 0.14% | 123 |
|
|
2015
Q4 | $279K | Buy |
5,131
+719
| +16% | +$39.1K | 0.17% | 99 |
|
|
2015
Q3 | $227K | Buy |
4,412
+164
| +4% | +$8.44K | 0.18% | 102 |
|
|
2015
Q2 | $239K | Buy |
4,248
+121
| +3% | +$6.81K | 0.16% | 113 |
|
|
2015
Q1 | $224K | Hold |
4,127
| – | – | 0.14% | 125 |
|
|
2014
Q4 | $226K | Buy |
4,127
+221
| +6% | +$12.1K | 0.16% | 113 |
|
|
2014
Q3 | $202K | Sell |
3,906
-950
| -20% | -$49.1K | 0.15% | 110 |
|
|
2014
Q2 | $256K | Sell |
4,856
-126
| -3% | -$6.64K | 0.2% | 96 |
|
|
2014
Q1 | $248K | Sell |
4,982
-245
| -5% | -$12.2K | 0.23% | 83 |
|
|
2013
Q4 | $237K | Buy |
+5,227
| New | +$237K | 0.23% | 82 |
|