Brighton Jones LLC’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 | $5.54M | Buy |
69,194
+2,570
| +4% | +$206K | 0.15% | 86 |
|
|
2025
Q1 | $4.78M | Buy |
66,624
+391
| +0.6% | +$28.1K | 0.15% | 85 |
|
|
2024
Q4 | $4.65M | Buy |
66,233
+25,436
| +62% | +$1.79M | 0.13% | 90 |
|
|
2024
Q3 | $2.3M | Sell |
40,797
-1,753
| -4% | -$99K | 0.09% | 120 |
|
|
2024
Q2 | $2.53M | Sell |
42,550
-3,508
| -8% | -$208K | 0.08% | 121 |
|
|
2024
Q1 | $2.67M | Buy |
46,058
+10,386
| +29% | +$602K | 0.1% | 112 |
|
|
2023
Q4 | $1.76M | Buy |
35,672
+1,863
| +6% | +$91.7K | 0.07% | 147 |
|
|
2023
Q3 | $1.38M | Buy |
33,809
+253
| +0.8% | +$10.3K | 0.07% | 156 |
|
|
2023
Q2 | $1.43M | Buy |
33,556
+2,532
| +8% | +$108K | 0.07% | 150 |
|
|
2023
Q1 | $1.16M | Buy |
31,024
+315
| +1% | +$11.8K | 0.07% | 162 |
|
|
2022
Q4 | $1.27M | Sell |
30,709
-1,142
| -4% | -$47.2K | 0.08% | 141 |
|
|
2022
Q3 | $1.28M | Buy |
31,851
+332
| +1% | +$13.4K | 0.08% | 136 |
|
|
2022
Q2 | $1.24M | Sell |
31,519
-2,783
| -8% | -$109K | 0.07% | 144 |
|
|
2022
Q1 | $1.66M | Buy |
34,302
+7,881
| +30% | +$382K | 0.08% | 123 |
|
|
2021
Q4 | $1.27M | Buy |
26,421
+1,171
| +5% | +$56.2K | 0.06% | 144 |
|
|
2021
Q3 | $1.17M | Sell |
25,250
-2,892
| -10% | -$134K | 0.06% | 140 |
|
|
2021
Q2 | $1.28M | Sell |
28,142
-1,317
| -4% | -$59.7K | 0.07% | 130 |
|
|
2021
Q1 | $1.15M | Sell |
29,459
-4,387
| -13% | -$171K | 0.07% | 135 |
|
|
2020
Q4 | $1.02M | Buy |
33,846
+987
| +3% | +$29.8K | 0.06% | 127 |
|
|
2020
Q3 | $773K | Sell |
32,859
-1,291
| -4% | -$30.4K | 0.05% | 144 |
|
|
2020
Q2 | $874K | Sell |
34,150
-8,503
| -20% | -$218K | 0.07% | 121 |
|
|
2020
Q1 | $1.22M | Buy |
42,653
+3,137
| +8% | +$90K | 0.13% | 79 |
|
|
2019
Q4 | $2.13M | Buy |
39,516
+1,432
| +4% | +$77K | 0.23% | 59 |
|
|
2019
Q3 | $1.92M | Sell |
38,084
-3,415
| -8% | -$172K | 0.22% | 59 |
|
|
2019
Q2 | $1.96M | Sell |
41,499
-218
| -0.5% | -$10.3K | 0.23% | 55 |
|
|
2019
Q1 | $2.02M | Sell |
41,717
-4,258
| -9% | -$206K | 0.24% | 57 |
|
|
2018
Q4 | $2.12M | Sell |
45,975
-3,608
| -7% | -$166K | 0.31% | 41 |
|
|
2018
Q3 | $2.61M | Sell |
49,583
-1,752
| -3% | -$92.1K | 0.32% | 34 |
|
|
2018
Q2 | $2.85M | Buy |
51,335
+3,004
| +6% | +$167K | 0.37% | 30 |
|
|
2018
Q1 | $2.53M | Sell |
48,331
-2,035
| -4% | -$107K | 0.35% | 34 |
|
|
2017
Q4 | $3.06M | Sell |
50,366
-1,659
| -3% | -$101K | 0.37% | 30 |
|
|
2017
Q3 | $2.87M | Buy |
52,025
+7,957
| +18% | +$439K | 0.37% | 31 |
|
|
2017
Q2 | $2.44M | Buy |
+44,068
| New | +$2.44M | 0.34% | 33 |
|
|
2017
Q1 | – | Sell |
-10,320
| Closed | -$569K | – | 146 |
|
|
2016
Q4 | $569K | Sell |
10,320
-36,234
| -78% | -$2M | 0.21% | 35 |
|
|
2016
Q3 | $2.06M | Sell |
46,554
-1,692
| -4% | -$74.9K | 0.33% | 39 |
|
|
2016
Q2 | $2.28M | Buy |
48,246
+1,300
| +3% | +$61.5K | 0.4% | 30 |
|
|
2016
Q1 | $2.27M | Buy |
46,946
+359
| +0.8% | +$17.4K | 0.42% | 28 |
|
|
2015
Q4 | $2.53M | Sell |
46,587
-144
| -0.3% | -$7.83K | 0.49% | 25 |
|
|
2015
Q3 | $2.4M | Buy |
46,731
+1,224
| +3% | +$62.9K | 0.51% | 25 |
|
|
2015
Q2 | $2.56M | Buy |
45,507
+1,669
| +4% | +$93.9K | 0.58% | 24 |
|
|
2015
Q1 | $2.39M | Sell |
43,838
-1,198
| -3% | -$65.2K | 0.54% | 23 |
|
|
2014
Q4 | $2.47M | Buy |
45,036
+1,378
| +3% | +$75.5K | 0.57% | 21 |
|
|
2014
Q3 | $2.27M | Buy |
43,658
+522
| +1% | +$27.1K | 0.51% | 24 |
|
|
2014
Q2 | $2.27M | Buy |
43,136
+758
| +2% | +$39.8K | 0.51% | 24 |
|
|
2014
Q1 | $2.11M | Buy |
42,378
+1,051
| +3% | +$52.3K | 0.5% | 24 |
|
|
2013
Q4 | $1.88M | Sell |
41,327
-6,010
| -13% | -$273K | 0.43% | 27 |
|
|
2013
Q3 | $1.96M | Buy |
47,337
+16,379
| +53% | +$677K | 0.51% | 23 |
|
|
2013
Q2 | $1.28M | Buy |
+30,958
| New | +$1.28M | 0.38% | 28 |
|