Bartlett & Co Wealth Management’s Wells Fargo WFC Stock Holding History

Bartlett & Co Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$1.61M	Sell	20,095 -54	-0.3%	-$4.33K	0.02%	218
2025 Q1	$1.45M	Sell	20,149 -1,894	-9%	-$136K	0.02%	221
2024 Q4	$1.55M	Sell	22,043 -826	-4%	-$58K	0.02%	215
2024 Q3	$1.29M	Buy	22,869 +140	+0.6%	+$7.91K	0.02%	231
2024 Q2	$1.35M	Sell	22,729 -604	-3%	-$35.9K	0.02%	225
2024 Q1	$1.35M	Sell	23,333 -1,223	-5%	-$70.9K	0.02%	234
2023 Q4	$1.22M	Buy	24,556 +3,311	+16%	+$164K	0.02%	255
2023 Q3	$868K	Sell	21,245 -3,660	-15%	-$150K	0.02%	278
2023 Q2	$1.06M	Sell	24,905 -100	-0.4%	-$4.27K	0.02%	265
2023 Q1	$935K	Sell	25,005 -74	-0.3%	-$2.77K	0.02%	233
2022 Q4	$1.04M	Sell	25,079 -2,968	-11%	-$123K	0.02%	227
2022 Q3	$1.13M	Sell	28,047 -1,075	-4%	-$43.2K	0.02%	210
2022 Q2	$1.14M	Sell	29,122 -129	-0.4%	-$5.05K	0.02%	206
2022 Q1	$1.42M	Sell	29,251 -563	-2%	-$27.3K	0.02%	205
2021 Q4	$1.43M	Buy	29,814 +2,009	+7%	+$96.4K	0.02%	205
2021 Q3	$1.29M	Sell	27,805 -2,425	-8%	-$113K	0.02%	194
2021 Q2	$1.37M	Sell	30,230 -50	-0.2%	-$2.27K	0.03%	196
2021 Q1	$1.18M	Sell	30,280 -1,050	-3%	-$41K	0.02%	197
2020 Q4	$946K	Sell	31,330 -4,565	-13%	-$138K	0.02%	205
2020 Q3	$844K	Sell	35,895 -8,700	-20%	-$205K	0.02%	205
2020 Q2	$1.14M	Sell	44,595 -45,310	-50%	-$1.16M	0.03%	190
2020 Q1	$2.58M	Sell	89,905 -23,332	-21%	-$670K	0.08%	144
2019 Q4	$6.09M	Sell	113,237 -3,327	-3%	-$179K	0.15%	112
2019 Q3	$5.88M	Buy	116,564 +21,302	+22%	+$1.07M	0.15%	113
2019 Q2	$4.51M	Sell	95,262 -8,331	-8%	-$394K	0.17%	92
2019 Q1	$5.01M	Sell	103,593 -15,038	-13%	-$727K	0.19%	87
2018 Q4	$5.47M	Sell	118,631 -10,829	-8%	-$499K	0.23%	80
2018 Q3	$6.8M	Sell	129,460 -9,714	-7%	-$511K	0.26%	79
2018 Q2	$7.72M	Sell	139,174 -500,675	-78%	-$27.8M	0.31%	74
2018 Q1	$33.5M	Buy	+639,849	New	+$33.5M	1.38%	23