Baker Tilly Wealth Management’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 | $655K | Buy |
8,179
+1,188
| +17% | +$95.2K | 0.23% | 102 |
|
|
2025
Q1 | $502K | Sell |
6,991
-295
| -4% | -$21.2K | 0.2% | 115 |
|
|
2024
Q4 | $512K | Sell |
7,286
-1,362
| -16% | -$95.7K | 0.2% | 116 |
|
|
2024
Q3 | $489K | Sell |
8,648
-6,620
| -43% | -$374K | 0.22% | 119 |
|
|
2024
Q2 | $907K | Sell |
15,268
-32,230
| -68% | -$1.91M | 0.37% | 60 |
|
|
2024
Q1 | $2.75M | Sell |
47,498
-8,944
| -16% | -$518K | 0.5% | 44 |
|
|
2023
Q4 | $2.78M | Sell |
56,442
-5,425
| -9% | -$267K | 0.46% | 42 |
|
|
2023
Q3 | $2.53M | Sell |
61,867
-92,001
| -60% | -$3.76M | 0.42% | 49 |
|
|
2023
Q2 | $6.57M | Buy |
153,868
+902
| +0.6% | +$38.5K | 0.69% | 26 |
|
|
2023
Q1 | $5.72M | Buy |
152,966
+12,624
| +9% | +$472K | 0.64% | 32 |
|
|
2022
Q4 | $5.79M | Buy |
140,342
+280
| +0.2% | +$11.6K | 0.71% | 25 |
|
|
2022
Q3 | $5.63M | Buy |
140,062
+167
| +0.1% | +$6.72K | 0.77% | 21 |
|
|
2022
Q2 | $5.48M | Buy |
139,895
+1,277
| +0.9% | +$50K | 0.72% | 27 |
|
|
2022
Q1 | $6.72M | Buy |
138,618
+142
| +0.1% | +$6.88K | 0.74% | 20 |
|
|
2021
Q4 | $6.64M | Sell |
138,476
-10,976
| -7% | -$527K | 0.71% | 20 |
|
|
2021
Q3 | $6.94M | Buy |
149,452
+2,267
| +2% | +$105K | 0.92% | 15 |
|
|
2021
Q2 | $6.67M | Buy |
147,185
+63,473
| +76% | +$2.87M | 1.08% | 12 |
|
|
2021
Q1 | $3.27M | Buy |
83,712
+66,826
| +396% | +$2.61M | 0.67% | 28 |
|
|
2020
Q4 | $510K | Buy |
+16,886
| New | +$510K | 0.16% | 146 |
|