Baird Financial Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $314M | Buy |
3,920,550
+161,356
| +4% | +$12.9M | 0.55% | 39 |
|
|
2025
Q1 | $270M | Buy |
3,759,194
+174,514
| +5% | +$12.5M | 0.52% | 42 |
|
|
2024
Q4 | $252M | Buy |
3,584,680
+77,378
| +2% | +$5.44M | 0.48% | 40 |
|
|
2024
Q3 | $198M | Buy |
3,507,302
+89,784
| +3% | +$5.07M | 0.38% | 56 |
|
|
2024
Q2 | $203M | Buy |
3,417,518
+119,942
| +4% | +$7.12M | 0.42% | 52 |
|
|
2024
Q1 | $191M | Buy |
3,297,576
+66,340
| +2% | +$3.85M | 0.4% | 51 |
|
|
2023
Q4 | $159M | Buy |
3,231,236
+118,152
| +4% | +$5.82M | 0.36% | 55 |
|
|
2023
Q3 | $127M | Buy |
3,113,084
+143,822
| +5% | +$5.88M | 0.35% | 62 |
|
|
2023
Q2 | $127M | Sell |
2,969,262
-530,508
| -15% | -$22.6M | 0.33% | 62 |
|
|
2023
Q1 | $131M | Buy |
3,499,770
+331,610
| +10% | +$12.4M | 0.32% | 60 |
|
|
2022
Q4 | $131M | Buy |
3,168,160
+730,587
| +30% | +$30.2M | 0.34% | 57 |
|
|
2022
Q3 | $98M | Buy |
2,437,573
+34,586
| +1% | +$1.39M | 0.29% | 78 |
|
|
2022
Q2 | $94.1M | Buy |
2,402,987
+29,197
| +1% | +$1.14M | 0.26% | 86 |
|
|
2022
Q1 | $115M | Buy |
2,373,790
+15,920
| +0.7% | +$771K | 0.28% | 74 |
|
|
2021
Q4 | $113M | Buy |
2,357,870
+18,314
| +0.8% | +$879K | 0.26% | 87 |
|
|
2021
Q3 | $109M | Sell |
2,339,556
-104,579
| -4% | -$4.85M | 0.28% | 81 |
|
|
2021
Q2 | $111M | Sell |
2,444,135
-8,490
| -0.3% | -$385K | 0.29% | 76 |
|
|
2021
Q1 | $95.8M | Buy |
2,452,625
+31,708
| +1% | +$1.24M | 0.27% | 83 |
|
|
2020
Q4 | $73.1M | Sell |
2,420,917
-153,385
| -6% | -$4.63M | 0.22% | 124 |
|
|
2020
Q3 | $60.5M | Sell |
2,574,302
-560,521
| -18% | -$13.2M | 0.21% | 130 |
|
|
2020
Q2 | $80.3M | Sell |
3,134,823
-136,984
| -4% | -$3.51M | 0.3% | 72 |
|
|
2020
Q1 | $93.9M | Buy |
3,271,807
+359,452
| +12% | +$10.3M | 0.43% | 49 |
|
|
2019
Q4 | $157M | Sell |
2,912,355
-15,320
| -0.5% | -$824K | 0.56% | 37 |
|
|
2019
Q3 | $148M | Buy |
2,927,675
+104,902
| +4% | +$5.29M | 0.58% | 34 |
|
|
2019
Q2 | $134M | Buy |
2,822,773
+2,240,569
| +385% | +$106M | 0.52% | 38 |
|
|
2019
Q1 | $28.1M | Buy |
582,204
+17,837
| +3% | +$862K | 0.16% | 165 |
|
|
2018
Q4 | $26M | Sell |
564,367
-62,489
| -10% | -$2.88M | 0.18% | 156 |
|
|
2018
Q3 | $32.8M | Buy |
626,856
+11,271
| +2% | +$589K | 0.21% | 141 |
|
|
2018
Q2 | $34.1M | Buy |
615,585
+2,199
| +0.4% | +$122K | 0.23% | 127 |
|
|
2018
Q1 | $32.1M | Sell |
613,386
-690,387
| -53% | -$36.2M | 0.23% | 131 |
|
|
2017
Q4 | $79.1M | Sell |
1,303,773
-481,583
| -27% | -$29.2M | 0.56% | 28 |
|
|
2017
Q3 | $98.5M | Sell |
1,785,356
-124,978
| -7% | -$6.89M | 0.74% | 20 |
|
|
2017
Q2 | $106M | Buy |
1,910,334
+63,452
| +3% | +$3.52M | 0.83% | 14 |
|
|
2017
Q1 | $103M | Sell |
1,846,882
-52,791
| -3% | -$2.94M | 0.83% | 16 |
|
|
2016
Q4 | $105M | Sell |
1,899,673
-2,809
| -0.1% | -$155K | 0.91% | 17 |
|
|
2016
Q3 | $84.2M | Buy |
1,902,482
+119,262
| +7% | +$5.28M | 0.75% | 20 |
|
|
2016
Q2 | $84.9M | Buy |
1,783,220
+100,394
| +6% | +$4.78M | 0.78% | 20 |
|
|
2016
Q1 | $81.4M | Buy |
1,682,826
+109,676
| +7% | +$5.3M | 0.78% | 19 |
|
|
2015
Q4 | $85.5M | Buy |
1,573,150
+12,966
| +0.8% | +$705K | 0.86% | 17 |
|
|
2015
Q3 | $80.1M | Buy |
1,560,184
+18,578
| +1% | +$954K | 0.85% | 16 |
|
|
2015
Q2 | $86.7M | Buy |
+1,541,606
| New | +$86.7M | 0.85% | 14 |
|