Banque Pictet & Cie’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 | $95.6M | Sell |
1,193,484
-51,448
| -4% | -$4.12M | 0.67% | 17 |
|
2025
Q1 | $89.4M | Sell |
1,244,932
-208,064
| -14% | -$14.9M | 0.72% | 20 |
|
2024
Q4 | $102M | Buy |
1,452,996
+113,439
| +8% | +$7.97M | 0.68% | 22 |
|
2024
Q3 | $75.7M | Buy |
1,339,557
+36,287
| +3% | +$2.05M | 0.57% | 24 |
|
2024
Q2 | $77.4M | Buy |
1,303,270
+14,166
| +1% | +$841K | 0.7% | 23 |
|
2024
Q1 | $74.7M | Sell |
1,289,104
-41,272
| -3% | -$2.39M | 0.7% | 22 |
|
2023
Q4 | $65.5M | Sell |
1,330,376
-66,206
| -5% | -$3.26M | 0.54% | 21 |
|
2023
Q3 | $57.1M | Sell |
1,396,582
-50,975
| -4% | -$2.08M | 0.67% | 25 |
|
2023
Q2 | $61.8M | Buy |
1,447,557
+15,918
| +1% | +$679K | 0.54% | 28 |
|
2023
Q1 | $53.5M | Sell |
1,431,639
-274,888
| -16% | -$10.3M | 0.52% | 29 |
|
2022
Q4 | $70.5M | Buy |
1,706,527
+9,072
| +0.5% | +$375K | 0.73% | 23 |
|
2022
Q3 | $68.3M | Sell |
1,697,455
-10,633
| -0.6% | -$428K | 0.74% | 24 |
|
2022
Q2 | $66.9K | Buy |
1,708,088
+21,608
| +1% | +$846 | 0.66% | 25 |
|
2022
Q1 | $81.7M | Buy |
1,686,480
+33,030
| +2% | +$1.6M | 0.63% | 22 |
|
2021
Q4 | $79.3M | Buy |
1,653,450
+116,968
| +8% | +$5.61M | 0.59% | 27 |
|
2021
Q3 | $71.3M | Buy |
1,536,482
+35,278
| +2% | +$1.64M | 0.74% | 26 |
|
2021
Q2 | $68M | Sell |
1,501,204
-3,324
| -0.2% | -$151K | 0.76% | 23 |
|
2021
Q1 | $58.8M | Buy |
1,504,528
+483,933
| +47% | +$18.9M | 0.75% | 22 |
|
2020
Q4 | $30.8M | Buy |
1,020,595
+17,997
| +2% | +$543K | 0.42% | 34 |
|
2020
Q3 | $23.6M | Buy |
1,002,598
+9,122
| +0.9% | +$214K | 0.36% | 42 |
|
2020
Q2 | $25.4M | Buy |
993,476
+75,347
| +8% | +$1.93M | 0.43% | 35 |
|
2020
Q1 | $26.4M | Buy |
918,129
+4,372
| +0.5% | +$125K | 0.54% | 29 |
|
2019
Q4 | $49.2M | Buy |
913,757
+63,594
| +7% | +$3.42M | 0.85% | 25 |
|
2019
Q3 | $42.9M | Sell |
850,163
-3,293
| -0.4% | -$166K | 0.81% | 27 |
|
2019
Q2 | $40.4M | Sell |
853,456
-22,703
| -3% | -$1.07M | 0.74% | 26 |
|
2019
Q1 | $42.3M | Buy |
876,159
+53,542
| +7% | +$2.59M | 0.81% | 25 |
|
2018
Q4 | $37.9M | Sell |
822,617
-149,364
| -15% | -$6.88M | 0.77% | 26 |
|
2018
Q3 | $51.1M | Sell |
971,981
-37,730
| -4% | -$1.98M | 0.95% | 26 |
|
2018
Q2 | $56M | Sell |
1,009,711
-30,597
| -3% | -$1.7M | 1.1% | 23 |
|
2018
Q1 | $54.5M | Buy |
1,040,308
+126,733
| +14% | +$6.64M | 1.15% | 23 |
|
2017
Q4 | $55.4M | Buy |
913,575
+121,373
| +15% | +$7.36M | 1.11% | 26 |
|
2017
Q3 | $43.7M | Buy |
792,202
+104,425
| +15% | +$5.76M | 0.99% | 24 |
|
2017
Q2 | $38.1M | Sell |
687,777
-202,851
| -23% | -$11.2M | 0.91% | 27 |
|
2017
Q1 | $49.6M | Sell |
890,628
-48,522
| -5% | -$2.7M | 1.23% | 24 |
|
2016
Q4 | $51.8M | Sell |
939,150
-1,113,108
| -54% | -$61.3M | 1.33% | 25 |
|
2016
Q3 | $90.9M | Sell |
2,052,258
-52,422
| -2% | -$2.32M | 2.34% | 10 |
|
2016
Q2 | $99.6M | Buy |
2,104,680
+835,134
| +66% | +$39.5M | 2.66% | 7 |
|
2016
Q1 | $61.4M | Buy |
1,269,546
+17,127
| +1% | +$828K | 1.6% | 19 |
|
2015
Q4 | $68.1M | Buy |
1,252,419
+13,921
| +1% | +$757K | 1.83% | 14 |
|
2015
Q3 | $63.6M | Buy |
+1,238,498
| New | +$63.6M | 1.9% | 14 |
|
2015
Q2 | – | Sell |
-1,254,173
| Closed | -$68.2M | – | 445 |
|
2015
Q1 | $68.2M | Buy |
1,254,173
+124,373
| +11% | +$6.77M | 1.78% | 11 |
|
2014
Q4 | $61.9M | Sell |
1,129,800
-101,114
| -8% | -$5.54M | 1.63% | 13 |
|
2014
Q3 | $63.8M | Sell |
1,230,914
-293,847
| -19% | -$15.2M | 1.65% | 11 |
|
2014
Q2 | $80.1M | Buy |
1,524,761
+120,516
| +9% | +$6.33M | 2% | 13 |
|
2014
Q1 | $69.8M | Buy |
1,404,245
+75,740
| +6% | +$3.77M | 1.91% | 16 |
|
2013
Q4 | $60.3M | Buy |
+1,328,505
| New | +$60.3M | 1.78% | 17 |
|