Bragg Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $950K | Sell |
11,929
-361
| -3% | -$31K | 0.03% | 225 |
|
|
2025
Q4 | $1.15M | Sell |
12,290
-248
| -2% | -$21.5K | 0.04% | 211 |
|
|
2025
Q3 | $1.05M | Sell |
12,538
-1,187
| -9% | -$96.3K | 0.03% | 215 |
|
|
2025
Q2 | $1.1M | Buy |
13,725
+68
| +0.5% | +$4.9K | 0.04% | 211 |
|
|
2025
Q1 | $980K | Sell |
13,657
-351
| -3% | -$26.4K | 0.04% | 213 |
|
|
2024
Q4 | $984K | Buy |
14,008
+969
| +7% | +$66.2K | 0.04% | 208 |
|
|
2024
Q3 | $737K | Sell |
13,039
-295
| -2% | -$16.7K | 0.03% | 228 |
|
|
2024
Q2 | $792K | Buy |
13,334
+433
| +3% | +$25.6K | 0.04% | 219 |
|
|
2024
Q1 | $748K | Sell |
12,901
-625
| -5% | -$32.7K | 0.03% | 220 |
|
|
2023
Q4 | $666K | Sell |
13,526
-974
| -7% | -$42K | 0.03% | 225 |
|
|
2023
Q3 | $592K | Sell |
14,500
-558
| -4% | -$24.1K | 0.03% | 235 |
|
|
2023
Q2 | $643K | Buy |
15,058
+415
| +3% | +$16.7K | 0.04% | 232 |
|
|
2023
Q1 | $547K | Buy |
14,643
+50
| +0.3% | +$2.18K | 0.03% | 234 |
|
|
2022
Q4 | $603K | Sell |
14,593
-46
| -0.3% | -$2.04K | 0.04% | 226 |
|
|
2022
Q3 | $589K | Buy |
14,639
+4,415
| +43% | +$190K | 0.04% | 211 |
|
|
2022
Q2 | $400K | Sell |
10,224
-224
| -2% | -$9.83K | 0.03% | 242 |
|
|
2022
Q1 | $506K | Sell |
10,448
-735
| -7% | -$39.3K | 0.03% | 235 |
|
|
2021
Q4 | $519K | Hold |
11,183
| – | – | 0.03% | 218 |
|
|
2021
Q3 | $519K | Buy |
11,183
+465
| +4% | +$21.5K | 0.03% | 218 |
|
|
2021
Q2 | $485K | Buy |
10,718
+928
| +9% | +$41.4K | 0.03% | 227 |
|
|
2021
Q1 | $382K | Sell |
9,790
-87
| -0.9% | -$3.08K | 0.03% | 235 |
|
|
2020
Q4 | $298K | Sell |
9,877
-2,124
| -18% | -$55K | 0.03% | 245 |
|
|
2020
Q3 | $282K | Sell |
12,001
-3,455
| -22% | -$85.1K | 0.03% | 232 |
|
|
2020
Q2 | $396K | Sell |
15,456
-2,726
| -15% | -$74.6K | 0.04% | 200 |
|
|
2020
Q1 | $522K | Sell |
18,182
-5,961
| -25% | -$253K | 0.07% | 174 |
|
|
2019
Q4 | $1.3M | Sell |
24,143
-2,106
| -8% | -$110K | 0.15% | 151 |
|
|
2019
Q3 | $1.32M | Sell |
26,249
-1,017
| -4% | -$47.9K | 0.16% | 149 |
|
|
2019
Q2 | $1.29M | Sell |
27,266
-1,721
| -6% | -$80.5K | 0.16% | 150 |
|
|
2019
Q1 | $1.4M | Sell |
28,987
-3,246
| -10% | -$160K | 0.18% | 149 |
|
|
2018
Q4 | $1.49M | Sell |
32,233
-9,177
| -22% | -$470K | 0.22% | 136 |
|
|
2018
Q3 | $2.18M | Sell |
41,410
-8,044
| -16% | -$459K | 0.29% | 113 |
|
|
2018
Q2 | $2.74M | Sell |
49,454
-26,390
| -35% | -$1.41M | 0.39% | 97 |
|
|
2018
Q1 | $3.98M | Sell |
75,844
-30,423
| -29% | -$1.81M | 0.58% | 60 |
|
|
2017
Q4 | $6.45M | Sell |
106,267
-4,060
| -4% | -$229K | 0.93% | 32 |
|
|
2017
Q3 | $6.08M | Sell |
110,327
-76
| -0.1% | -$4.04K | 0.93% | 31 |
|
|
2017
Q2 | $6.12M | Buy |
110,403
+872
| +0.8% | +$46.7K | 0.97% | 25 |
|
|
2017
Q1 | $6.1M | Buy |
109,531
+2,599
| +2% | +$147K | 0.98% | 25 |
|
|
2016
Q4 | $5.89M | Buy |
106,932
+934
| +0.9% | +$47K | 0.97% | 24 |
|
|
2016
Q3 | $4.69M | Buy |
105,998
+1,085
| +1% | +$51.9K | 0.84% | 32 |
|
|
2016
Q2 | $4.97M | Buy |
104,913
+3,579
| +4% | +$174K | 0.9% | 30 |
|
|
2016
Q1 | $4.9M | Buy |
101,334
+1,441
| +1% | +$70.6K | 0.94% | 25 |
|
|
2015
Q4 | $5.43M | Buy |
99,893
+1,143
| +1% | +$62.1K | 1.16% | 13 |
|
|
2015
Q3 | $5.07M | Buy |
98,750
+6,057
| +7% | +$333K | 1.21% | 15 |
|
|
2015
Q2 | $5.21M | Buy |
92,693
+702
| +0.8% | +$39.1K | 1.19% | 11 |
|
|
2015
Q1 | $5M | Buy |
91,991
+10,362
| +13% | +$560K | 1.15% | 17 |
|
|
2014
Q4 | $4.47M | Sell |
81,629
-1,747
| -2% | -$92.5K | 1.09% | 21 |
|
|
2014
Q3 | $4.33M | Sell |
83,376
-5,353
| -6% | -$275K | 1.09% | 19 |
|
|
2014
Q2 | $4.66M | Sell |
88,729
-667
| -0.7% | -$33.5K | 1.12% | 17 |
|
|
2014
Q1 | $4.45M | Buy |
89,396
+617
| +0.7% | +$28.7K | 1.09% | 16 |
|
|
2013
Q4 | $4.03M | Buy |
88,779
+967
| +1% | +$41.8K | 0.98% | 24 |
|
|
2013
Q3 | $3.63M | Buy |
87,812
+1,423
| +2% | +$60.7K | 0.94% | 27 |
|
|
2013
Q2 | $3.56M | Buy |
+86,389
| New | +$3.37M | 0.98% | 25 |
|
Other funds holding WFC
VCM
VPM
