Buckingham Strategic Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.12M | Sell |
52,487
-521
| -1% | -$30.9K | 0.03% | 187 |
|
|
2024
Q1 | $3.07M | Sell |
53,008
-722
| -1% | -$41.8K | 0.03% | 192 |
|
|
2023
Q4 | $2.64M | Buy |
53,730
+10,509
| +24% | +$517K | 0.03% | 200 |
|
|
2023
Q3 | $1.77M | Buy |
43,221
+1,409
| +3% | +$57.6K | 0.03% | 224 |
|
|
2023
Q2 | $1.78M | Sell |
41,812
-1,754
| -4% | -$74.9K | 0.03% | 226 |
|
|
2023
Q1 | $1.8M | Hold |
43,566
| – | – | 0.03% | 195 |
|
|
2022
Q4 | $1.8M | Sell |
43,566
-69
| -0.2% | -$2.85K | 0.03% | 196 |
|
|
2022
Q3 | $1.76M | Sell |
43,635
-5,089
| -10% | -$205K | 0.04% | 186 |
|
|
2022
Q2 | $1.91M | Buy |
48,724
+2,350
| +5% | +$92.1K | 0.04% | 178 |
|
|
2022
Q1 | $2.25M | Sell |
46,374
-70,398
| -60% | -$3.41M | 0.04% | 167 |
|
|
2021
Q4 | $5.6M | Sell |
116,772
-2,648
| -2% | -$127K | 0.11% | 96 |
|
|
2021
Q3 | $5.54M | Sell |
119,420
-8
| -0% | -$371 | 0.11% | 100 |
|
|
2021
Q2 | $5.41M | Sell |
119,428
-7,252
| -6% | -$328K | 0.13% | 96 |
|
|
2021
Q1 | $4.95M | Buy |
126,680
+12,793
| +11% | +$500K | 0.24% | 89 |
|
|
2020
Q4 | $3.44M | Buy |
113,887
+90,775
| +393% | +$2.74M | 0.18% | 106 |
|
|
2020
Q3 | $543K | Sell |
23,112
-80,020
| -78% | -$1.88M | 0.04% | 248 |
|
|
2020
Q2 | $2.64M | Sell |
103,132
-70,799
| -41% | -$1.81M | 0.25% | 83 |
|
|
2020
Q1 | $4.99M | Buy |
173,931
+28,611
| +20% | +$821K | 0.48% | 46 |
|
|
2019
Q4 | $7.82M | Buy |
145,320
+4,422
| +3% | +$238K | 0.75% | 28 |
|
|
2019
Q3 | $7.11M | Sell |
140,898
-2,061
| -1% | -$104K | 0.77% | 27 |
|
|
2019
Q2 | $6.77M | Buy |
142,959
+2,987
| +2% | +$141K | 0.74% | 28 |
|
|
2019
Q1 | $6.76M | Buy |
139,972
+33,239
| +31% | +$1.61M | 0.85% | 26 |
|
|
2018
Q4 | $4.92M | Buy |
106,733
+74,746
| +234% | +$3.44M | 0.75% | 29 |
|
|
2018
Q3 | $1.68M | Buy |
31,987
+1,604
| +5% | +$84.3K | 0.26% | 84 |
|
|
2018
Q2 | $1.68M | Sell |
30,383
-2,462
| -7% | -$136K | 0.27% | 83 |
|
|
2018
Q1 | $1.72M | Sell |
32,845
-1,656
| -5% | -$86.8K | 0.34% | 63 |
|
|
2017
Q4 | $2.09M | Buy |
34,501
+2,722
| +9% | +$165K | 0.44% | 51 |
|
|
2017
Q3 | $1.75M | Sell |
31,779
-3,499
| -10% | -$193K | 0.42% | 56 |
|
|
2017
Q2 | $1.96M | Buy |
35,278
+8,538
| +32% | +$473K | 0.46% | 51 |
|
|
2017
Q1 | $1.49M | Buy |
26,740
+988
| +4% | +$55K | 0.43% | 49 |
|
|
2016
Q4 | $1.42M | Sell |
25,752
-328
| -1% | -$18.1K | 0.46% | 51 |
|
|
2016
Q3 | $1.16M | Buy |
26,080
+301
| +1% | +$13.3K | 0.39% | 55 |
|
|
2016
Q2 | $1.22M | Sell |
25,779
-7,127
| -22% | -$337K | 0.41% | 49 |
|
|
2016
Q1 | $1.59M | Buy |
32,906
+8,961
| +37% | +$433K | 0.53% | 38 |
|
|
2015
Q4 | $1.3M | Buy |
23,945
+1,091
| +5% | +$59.3K | 0.44% | 41 |
|
|
2015
Q3 | $1.17M | Buy |
22,854
+1,447
| +7% | +$74.3K | 0.41% | 43 |
|
|
2015
Q2 | $1.2M | Buy |
21,407
+10,910
| +104% | +$614K | 0.39% | 48 |
|
|
2015
Q1 | $571K | Buy |
10,497
+367
| +4% | +$20K | 0.21% | 86 |
|
|
2014
Q4 | $555K | Buy |
10,130
+2,200
| +28% | +$121K | 0.21% | 88 |
|
|
2014
Q3 | $411K | Sell |
7,930
-113
| -1% | -$5.86K | 0.17% | 100 |
|
|
2014
Q2 | $423K | Buy |
8,043
+83
| +1% | +$4.37K | 0.18% | 92 |
|
|
2014
Q1 | $396K | Sell |
7,960
-3,444
| -30% | -$171K | 0.18% | 85 |
|
|
2013
Q4 | $518K | Sell |
11,404
-1,061
| -9% | -$48.2K | 0.24% | 71 |
|
|
2013
Q3 | $515K | Buy |
12,465
+1,683
| +16% | +$69.5K | 0.27% | 64 |
|
|
2013
Q2 | $445K | Buy |
+10,782
| New | +$445K | 0.25% | 69 |
|