Braun Stacey Associates’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 | $30.9M | Sell |
385,174
-32,106
| -8% | -$2.57M | 1.12% | 21 |
|
|
2025
Q1 | $30M | Buy |
417,280
+7,380
| +2% | +$530K | 1.23% | 20 |
|
|
2024
Q4 | $28.8M | Buy |
409,900
+23,035
| +6% | +$1.62M | 1.08% | 27 |
|
|
2024
Q3 | $21.9M | Sell |
386,865
-30,700
| -7% | -$1.73M | 0.83% | 57 |
|
|
2024
Q2 | $24.8M | Sell |
417,565
-4,190
| -1% | -$249K | 0.96% | 36 |
|
|
2024
Q1 | $24.4M | Buy |
421,755
+3,167
| +0.8% | +$184K | 0.97% | 40 |
|
|
2023
Q4 | $20.6M | Buy |
418,588
+48,260
| +13% | +$2.38M | 0.92% | 47 |
|
|
2023
Q3 | $15.1M | Buy |
370,328
+13,481
| +4% | +$551K | 0.74% | 61 |
|
|
2023
Q2 | $15.2M | Sell |
356,847
-369,537
| -51% | -$15.8M | 0.71% | 67 |
|
|
2023
Q1 | $27.2M | Buy |
726,384
+400,951
| +123% | +$15M | 0.71% | 68 |
|
|
2022
Q4 | $13.4M | Sell |
325,433
-21,105
| -6% | -$871K | 0.77% | 62 |
|
|
2022
Q3 | $13.9M | Sell |
346,538
-11,643
| -3% | -$468K | 0.85% | 54 |
|
|
2022
Q2 | $14M | Sell |
358,181
-14,330
| -4% | -$561K | 0.8% | 58 |
|
|
2022
Q1 | $18.1M | Buy |
+372,511
| New | +$18.1M | 0.75% | 65 |
|
|
2017
Q3 | – | Sell |
-76,545
| Closed | -$4.24M | – | 135 |
|
|
2017
Q2 | $4.24M | Sell |
76,545
-16,255
| -18% | -$901K | 0.28% | 101 |
|
|
2017
Q1 | $5.17M | Sell |
92,800
-4,545
| -5% | -$253K | 0.33% | 98 |
|
|
2016
Q4 | $5.37M | Sell |
97,345
-91,997
| -49% | -$5.07M | 0.35% | 103 |
|
|
2016
Q3 | $8.38M | Sell |
189,342
-139,501
| -42% | -$6.18M | 0.53% | 91 |
|
|
2016
Q2 | $15.6M | Buy |
328,843
+1,738
| +0.5% | +$82.3K | 1.01% | 50 |
|
|
2016
Q1 | $15.8M | Sell |
327,105
-21,160
| -6% | -$1.02M | 1.03% | 47 |
|
|
2015
Q4 | $18.9M | Sell |
348,265
-4,460
| -1% | -$242K | 1.19% | 21 |
|
|
2015
Q3 | $18.1M | Sell |
352,725
-137,575
| -28% | -$7.06M | 1.21% | 19 |
|
|
2015
Q2 | $27.6M | Buy |
490,300
+157,490
| +47% | +$8.86M | 1.17% | 9 |
|
|
2015
Q1 | $18.1M | Sell |
332,810
-2,504
| -0.7% | -$136K | 1.06% | 33 |
|
|
2014
Q4 | $18.4M | Sell |
335,314
-18,685
| -5% | -$1.02M | 1.12% | 30 |
|
|
2014
Q3 | $18.4M | Sell |
353,999
-10,239
| -3% | -$531K | 1.13% | 26 |
|
|
2014
Q2 | $19.1M | Sell |
364,238
-28,050
| -7% | -$1.47M | 1.14% | 27 |
|
|
2014
Q1 | $19.5M | Sell |
392,288
-11,240
| -3% | -$559K | 1.14% | 32 |
|
|
2013
Q4 | $18.3M | Sell |
403,528
-41,311
| -9% | -$1.88M | 1.05% | 36 |
|
|
2013
Q3 | $18.4M | Sell |
444,839
-13,060
| -3% | -$540K | 1.13% | 30 |
|
|
2013
Q2 | $18.9M | Buy |
+457,899
| New | +$18.9M | 1.19% | 20 |
|