Brown Advisory’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 | $20.3M | Buy |
253,782
+8,767
| +4% | +$702K | 0.03% | 311 |
|
|
2025
Q1 | $17.6M | Sell |
245,015
-39
| -0% | -$2.8K | 0.03% | 324 |
|
|
2024
Q4 | $17.2M | Buy |
245,054
+4,187
| +2% | +$294K | 0.02% | 349 |
|
|
2024
Q3 | $13.6M | Sell |
240,867
-9,581
| -4% | -$541K | 0.02% | 375 |
|
|
2024
Q2 | $14.9M | Buy |
250,448
+2,798
| +1% | +$166K | 0.02% | 363 |
|
|
2024
Q1 | $14.4M | Buy |
247,650
+2,135
| +0.9% | +$124K | 0.02% | 360 |
|
|
2023
Q4 | $12.1M | Sell |
245,515
-2,137
| -0.9% | -$105K | 0.02% | 382 |
|
|
2023
Q3 | $10.1M | Buy |
247,652
+15,658
| +7% | +$640K | 0.02% | 385 |
|
|
2023
Q2 | $9.9M | Sell |
231,994
-11,923
| -5% | -$509K | 0.02% | 403 |
|
|
2023
Q1 | $9.12M | Sell |
243,917
-21,296
| -8% | -$796K | 0.02% | 402 |
|
|
2022
Q4 | $11M | Buy |
265,213
+22,245
| +9% | +$918K | 0.02% | 382 |
|
|
2022
Q3 | $9.77M | Buy |
242,968
+7,244
| +3% | +$291K | 0.02% | 376 |
|
|
2022
Q2 | $9.23M | Buy |
235,724
+5,457
| +2% | +$214K | 0.02% | 387 |
|
|
2022
Q1 | $11.2M | Sell |
230,267
-22,515
| -9% | -$1.09M | 0.02% | 378 |
|
|
2021
Q4 | $12.1M | Sell |
252,782
-13,035
| -5% | -$625K | 0.02% | 378 |
|
|
2021
Q3 | $12.3M | Sell |
265,817
-19,659
| -7% | -$912K | 0.02% | 352 |
|
|
2021
Q2 | $12.9M | Sell |
285,476
-7,747
| -3% | -$351K | 0.02% | 350 |
|
|
2021
Q1 | $11.5M | Sell |
293,223
-42,666
| -13% | -$1.67M | 0.02% | 336 |
|
|
2020
Q4 | $10.1M | Sell |
335,889
-2,311
| -0.7% | -$69.7K | 0.02% | 341 |
|
|
2020
Q3 | $7.95M | Sell |
338,200
-101,911
| -23% | -$2.4M | 0.02% | 344 |
|
|
2020
Q2 | $11.3M | Sell |
440,111
-100,202
| -19% | -$2.57M | 0.03% | 294 |
|
|
2020
Q1 | $15.5M | Sell |
540,313
-1,875,625
| -78% | -$53.8M | 0.05% | 232 |
|
|
2019
Q4 | $130M | Sell |
2,415,938
-312,473
| -11% | -$16.8M | 0.33% | 66 |
|
|
2019
Q3 | $138M | Sell |
2,728,411
-609,095
| -18% | -$30.7M | 0.39% | 58 |
|
|
2019
Q2 | $158M | Sell |
3,337,506
-583,914
| -15% | -$27.6M | 0.45% | 51 |
|
|
2019
Q1 | $189M | Buy |
3,921,420
+31,693
| +0.8% | +$1.53M | 0.54% | 45 |
|
|
2018
Q4 | $179M | Sell |
3,889,727
-291,162
| -7% | -$13.4M | 0.6% | 42 |
|
|
2018
Q3 | $220M | Sell |
4,180,889
-31,043
| -0.7% | -$1.63M | 0.63% | 40 |
|
|
2018
Q2 | $234M | Sell |
4,211,932
-77,063
| -2% | -$4.27M | 0.72% | 37 |
|
|
2018
Q1 | $225M | Sell |
4,288,995
-360,691
| -8% | -$18.9M | 0.73% | 39 |
|
|
2017
Q4 | $282M | Sell |
4,649,686
-102,078
| -2% | -$6.19M | 0.89% | 34 |
|
|
2017
Q3 | $262M | Sell |
4,751,764
-1,748,261
| -27% | -$96.4M | 0.87% | 34 |
|
|
2017
Q2 | $360M | Buy |
6,500,025
+1,586,434
| +32% | +$87.9M | 1.1% | 29 |
|
|
2017
Q1 | $273M | Sell |
4,913,591
-22,103
| -0.4% | -$1.23M | 0.93% | 34 |
|
|
2016
Q4 | $272M | Sell |
4,935,694
-100,359
| -2% | -$5.53M | 0.97% | 32 |
|
|
2016
Q3 | $223M | Buy |
5,036,053
+156,446
| +3% | +$6.93M | 0.77% | 37 |
|
|
2016
Q2 | $231M | Buy |
4,879,607
+223,250
| +5% | +$10.6M | 0.81% | 38 |
|
|
2016
Q1 | $225M | Buy |
4,656,357
+57,613
| +1% | +$2.79M | 0.78% | 38 |
|
|
2015
Q4 | $250M | Buy |
4,598,744
+18,737
| +0.4% | +$1.02M | 0.85% | 34 |
|
|
2015
Q3 | $235M | Buy |
4,580,007
+109,074
| +2% | +$5.6M | 0.84% | 32 |
|
|
2015
Q2 | $251M | Buy |
4,470,933
+166,621
| +4% | +$9.37M | 0.82% | 33 |
|
|
2015
Q1 | $234M | Buy |
4,304,312
+92,074
| +2% | +$5.01M | 0.75% | 34 |
|
|
2014
Q4 | $231M | Buy |
4,212,238
+174,138
| +4% | +$9.55M | 0.73% | 36 |
|
|
2014
Q3 | $209M | Buy |
4,038,100
+553,942
| +16% | +$28.7M | 0.67% | 37 |
|
|
2014
Q2 | $183M | Buy |
3,484,158
+214,264
| +7% | +$11.3M | 0.58% | 36 |
|
|
2014
Q1 | $163M | Buy |
3,269,894
+20,044
| +0.6% | +$997K | 0.52% | 37 |
|
|
2013
Q4 | $148M | Buy |
3,249,850
+29,567
| +0.9% | +$1.34M | 0.48% | 37 |
|
|
2013
Q3 | $133M | Buy |
3,220,283
+27,434
| +0.9% | +$1.13M | 0.48% | 40 |
|
|
2013
Q2 | $132M | Buy |
+3,192,849
| New | +$132M | 0.53% | 39 |
|