BBA
BLB&B Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.27M | Sell |
15,790
-1,046
| -6% | -$83.8K | 0.06% | 108 |
|
|
2025
Q1 | $1.21M | Sell |
16,836
-2,130
| -11% | -$153K | 0.06% | 117 |
|
|
2024
Q4 | $1.33M | Sell |
18,966
-1,207
| -6% | -$84.8K | 0.07% | 108 |
|
|
2024
Q3 | $1.14M | Sell |
20,173
-718
| -3% | -$40.6K | 0.06% | 118 |
|
|
2024
Q2 | $1.24M | Buy |
20,891
+2,298
| +12% | +$136K | 0.07% | 111 |
|
|
2024
Q1 | $1.08M | Sell |
18,593
-337
| -2% | -$19.5K | 0.06% | 121 |
|
|
2023
Q4 | $932K | Sell |
18,930
-1,423
| -7% | -$70K | 0.06% | 121 |
|
|
2023
Q3 | $832K | Sell |
20,353
-255
| -1% | -$10.4K | 0.06% | 118 |
|
|
2023
Q2 | $880K | Sell |
20,608
-563
| -3% | -$24K | 0.06% | 116 |
|
|
2023
Q1 | $791K | Sell |
21,171
-446
| -2% | -$16.7K | 0.06% | 123 |
|
|
2022
Q4 | $893K | Sell |
21,617
-250
| -1% | -$10.3K | 0.07% | 115 |
|
|
2022
Q3 | $879K | Hold |
21,867
| – | – | 0.07% | 113 |
|
|
2022
Q2 | $857K | Sell |
21,867
-100
| -0.5% | -$3.92K | 0.07% | 117 |
|
|
2022
Q1 | $1.07M | Sell |
21,967
-1,081
| -5% | -$52.4K | 0.07% | 112 |
|
|
2021
Q4 | $1.11M | Sell |
23,048
-5,269
| -19% | -$253K | 0.07% | 118 |
|
|
2021
Q3 | $1.31M | Buy |
28,317
+2,178
| +8% | +$101K | 0.09% | 111 |
|
|
2021
Q2 | $1.18M | Sell |
26,139
-1,590
| -6% | -$72K | 0.09% | 114 |
|
|
2021
Q1 | $1.08M | Sell |
27,729
-4,004
| -13% | -$156K | 0.09% | 116 |
|
|
2020
Q4 | $958K | Sell |
31,733
-8,519
| -21% | -$257K | 0.08% | 126 |
|
|
2020
Q3 | $946K | Sell |
40,252
-2,600
| -6% | -$61.1K | 0.1% | 116 |
|
|
2020
Q2 | $1.1M | Sell |
42,852
-6,076
| -12% | -$156K | 0.12% | 107 |
|
|
2020
Q1 | $1.4M | Sell |
48,928
-3,712
| -7% | -$107K | 0.18% | 91 |
|
|
2019
Q4 | $2.83M | Buy |
52,640
+1,580
| +3% | +$85K | 0.29% | 81 |
|
|
2019
Q3 | $2.58M | Sell |
51,060
-1,377
| -3% | -$69.4K | 0.29% | 86 |
|
|
2019
Q2 | $2.48M | Sell |
52,437
-3,661
| -7% | -$173K | 0.28% | 87 |
|
|
2019
Q1 | $2.71M | Buy |
56,098
+12,052
| +27% | +$582K | 0.32% | 84 |
|
|
2018
Q4 | $2.03M | Sell |
44,046
-2,426
| -5% | -$112K | 0.28% | 90 |
|
|
2018
Q3 | $2.44M | Buy |
46,472
+55
| +0.1% | +$2.89K | 0.3% | 87 |
|
|
2018
Q2 | $2.57M | Sell |
46,417
-3,701
| -7% | -$205K | 0.35% | 79 |
|
|
2018
Q1 | $2.63M | Sell |
50,118
-8,173
| -14% | -$428K | 0.35% | 79 |
|
|
2017
Q4 | $3.54M | Sell |
58,291
-3,908
| -6% | -$237K | 0.51% | 58 |
|
|
2017
Q3 | $3.43M | Buy |
62,199
+372
| +0.6% | +$20.5K | 0.53% | 56 |
|
|
2017
Q2 | $3.43M | Sell |
61,827
-2,134
| -3% | -$118K | 0.57% | 52 |
|
|
2017
Q1 | $3.56M | Sell |
63,961
-2,918
| -4% | -$162K | 0.6% | 47 |
|
|
2016
Q4 | $3.69M | Sell |
66,879
-717
| -1% | -$39.5K | 0.64% | 44 |
|
|
2016
Q3 | $2.99M | Buy |
67,596
+13,568
| +25% | +$601K | 0.54% | 55 |
|
|
2016
Q2 | $2.56M | Buy |
54,028
+3,853
| +8% | +$182K | 0.48% | 63 |
|
|
2016
Q1 | $2.43M | Buy |
50,175
+4,197
| +9% | +$203K | 0.49% | 66 |
|
|
2015
Q4 | $2.5M | Buy |
45,978
+1,391
| +3% | +$75.6K | 0.53% | 62 |
|
|
2015
Q3 | $2.29M | Buy |
44,587
+4,886
| +12% | +$251K | 0.51% | 65 |
|
|
2015
Q2 | $2.23M | Sell |
39,701
-1,217
| -3% | -$68.5K | 0.46% | 64 |
|
|
2015
Q1 | $2.23M | Buy |
40,918
+6,276
| +18% | +$341K | 0.46% | 63 |
|
|
2014
Q4 | $1.9M | Buy |
34,642
+113
| +0.3% | +$6.19K | 0.4% | 69 |
|
|
2014
Q3 | $1.79M | Sell |
34,529
-32
| -0.1% | -$1.66K | 0.39% | 68 |
|
|
2014
Q2 | $1.82M | Buy |
34,561
+774
| +2% | +$40.7K | 0.39% | 69 |
|
|
2014
Q1 | $1.68M | Buy |
33,787
+405
| +1% | +$20.2K | 0.37% | 70 |
|
|
2013
Q4 | $1.52M | Sell |
33,382
-1,088
| -3% | -$49.4K | 0.36% | 73 |
|
|
2013
Q3 | $1.42M | Buy |
34,470
+1,287
| +4% | +$53.2K | 0.38% | 71 |
|
|
2013
Q2 | $1.37M | Buy |
+33,183
| New | +$1.37M | 0.38% | 75 |
|