BOK Financial Private Wealth’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 | $155K | Hold |
1,937
| – | – | 0.01% | 184 |
|
|
2025
Q1 | $139K | Sell |
1,937
-71
| -4% | -$5.1K | 0.01% | 193 |
|
|
2024
Q4 | $141K | Sell |
2,008
-592
| -23% | -$41.6K | 0.01% | 186 |
|
|
2024
Q3 | $147K | Buy |
2,600
+560
| +27% | +$31.6K | 0.01% | 188 |
|
|
2024
Q2 | $121K | Hold |
2,040
| – | – | 0.01% | 195 |
|
|
2024
Q1 | $118K | Hold |
2,040
| – | – | 0.01% | 198 |
|
|
2023
Q4 | $100K | Sell |
2,040
-327
| -14% | -$16.1K | 0.01% | 200 |
|
|
2023
Q3 | $96.7K | Hold |
2,367
| – | – | 0.01% | 190 |
|
|
2023
Q2 | $101K | Sell |
2,367
-68
| -3% | -$2.9K | 0.01% | 190 |
|
|
2023
Q1 | $91K | Buy |
2,435
+68
| +3% | +$2.54K | 0.01% | 203 |
|
|
2022
Q4 | $97.7K | Sell |
2,367
-87
| -4% | -$3.59K | 0.01% | 196 |
|
|
2022
Q3 | $99K | Hold |
2,454
| – | – | 0.01% | 203 |
|
|
2022
Q2 | $96K | Sell |
2,454
-13,814
| -85% | -$540K | 0.01% | 206 |
|
|
2022
Q1 | $788K | Buy |
16,268
+3,293
| +25% | +$160K | 0.06% | 142 |
|
|
2021
Q4 | $623K | Buy |
12,975
+1,800
| +16% | +$86.4K | 0.04% | 153 |
|
|
2021
Q3 | $519K | Buy |
11,175
+2,642
| +31% | +$123K | 0.04% | 146 |
|
|
2021
Q2 | $386K | Buy |
8,533
+3,205
| +60% | +$145K | 0.03% | 154 |
|
|
2021
Q1 | $208K | Buy |
+5,328
| New | +$208K | 0.02% | 185 |
|
|
2020
Q1 | – | Sell |
-10,007
| Closed | -$538K | – | 206 |
|
|
2019
Q4 | $538K | Buy |
10,007
+2,478
| +33% | +$133K | 0.05% | 124 |
|
|
2019
Q3 | $380K | Buy |
7,529
+1,590
| +27% | +$80.3K | 0.05% | 79 |
|
|
2019
Q2 | $281K | Buy |
5,939
+1,095
| +23% | +$51.8K | 0.04% | 102 |
|
|
2019
Q1 | $234K | Buy |
+4,844
| New | +$234K | 0.03% | 110 |
|
|
2018
Q2 | – | Sell |
-7,339
| Closed | -$385K | – | 124 |
|
|
2018
Q1 | $385K | Sell |
7,339
-68
| -0.9% | -$3.57K | 0.06% | 62 |
|
|
2017
Q4 | $449K | Buy |
7,407
+868
| +13% | +$52.6K | 0.07% | 60 |
|
|
2017
Q3 | $361K | Sell |
6,539
-11,415
| -64% | -$630K | 0.06% | 73 |
|
|
2017
Q2 | $995K | Sell |
17,954
-548
| -3% | -$30.4K | 0.14% | 43 |
|
|
2017
Q1 | $1.53M | Sell |
18,502
-34
| -0.2% | -$2.82K | 0.22% | 37 |
|
|
2016
Q4 | $1.5M | Sell |
18,536
-3,049
| -14% | -$247K | 0.23% | 34 |
|
|
2016
Q3 | $956K | Buy |
21,585
+590
| +3% | +$26.1K | 0.14% | 47 |
|
|
2016
Q2 | $1.43M | Sell |
20,995
-2,505
| -11% | -$171K | 0.23% | 34 |
|
|
2016
Q1 | $1.43M | Sell |
23,500
-245
| -1% | -$14.9K | 0.24% | 25 |
|
|
2015
Q4 | $1.29M | Buy |
23,745
+2,013
| +9% | +$109K | 0.22% | 25 |
|
|
2015
Q3 | $1.12M | Buy |
21,732
+1,458
| +7% | +$74.9K | 0.2% | 26 |
|
|
2015
Q2 | $1.14M | Buy |
20,274
+26
| +0.1% | +$1.46K | 0.19% | 27 |
|
|
2015
Q1 | $1.1M | Sell |
20,248
-2,235
| -10% | -$122K | 0.18% | 27 |
|
|
2014
Q4 | $1.23M | Sell |
22,483
-1,194
| -5% | -$65.5K | 0.2% | 26 |
|
|
2014
Q3 | $1.23M | Sell |
23,677
-157
| -0.7% | -$8.14K | 0.21% | 25 |
|
|
2014
Q2 | $1.25M | Buy |
23,834
+38
| +0.2% | +$2K | 0.21% | 24 |
|
|
2014
Q1 | $1.18M | Buy |
23,796
+12
| +0.1% | +$597 | 0.21% | 24 |
|
|
2013
Q4 | $1.08M | Sell |
23,784
-631
| -3% | -$28.7K | 0.19% | 26 |
|
|
2013
Q3 | $1.01M | Buy |
24,415
+4,051
| +20% | +$167K | 0.2% | 24 |
|
|
2013
Q2 | $840K | Buy |
+20,364
| New | +$840K | 0.18% | 23 |
|