Buckingham Strategic Wealth’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | $3.12M | Sell |
52,487
-521
| -1% | -$30.8K | 0.03% | 187 |
|
|
2024
Q1 | $3.07M | Sell |
53,008
-722
| -1% | -$37.8K | 0.03% | 192 |
|
|
2023
Q4 | $2.64M | Buy |
53,730
+10,509
| +24% | +$453K | 0.03% | 200 |
|
|
2023
Q3 | $1.77M | Buy |
43,221
+1,409
| +3% | +$60.8K | 0.03% | 224 |
|
|
2023
Q2 | $1.78M | Sell |
41,812
-1,754
| -4% | -$70.6K | 0.03% | 226 |
|
|
2023
Q1 | $1.8M | Hold |
43,566
| – | – | 0.03% | 195 |
|
|
2022
Q4 | $1.8M | Sell |
43,566
-69
| -0.2% | -$3.05K | 0.03% | 196 |
|
|
2022
Q3 | $1.75M | Sell |
43,635
-5,089
| -10% | -$219K | 0.04% | 186 |
|
|
2022
Q2 | $1.91M | Buy |
48,724
+2,350
| +5% | +$103K | 0.04% | 178 |
|
|
2022
Q1 | $2.25M | Sell |
46,374
-70,398
| -60% | -$3.77M | 0.04% | 167 |
|
|
2021
Q4 | $5.6M | Sell |
116,772
-2,648
| -2% | -$130K | 0.11% | 96 |
|
|
2021
Q3 | $5.54M | Sell |
119,420
-8
| -0% | -$370 | 0.11% | 100 |
|
|
2021
Q2 | $5.41M | Sell |
119,428
-7,252
| -6% | -$324K | 0.13% | 96 |
|
|
2021
Q1 | $4.95M | Buy |
126,680
+12,793
| +11% | +$453K | 0.24% | 89 |
|
|
2020
Q4 | $3.44M | Buy |
113,887
+90,775
| +393% | +$2.35M | 0.18% | 106 |
|
|
2020
Q3 | $543K | Sell |
23,112
-80,020
| -78% | -$1.97M | 0.04% | 248 |
|
|
2020
Q2 | $2.64M | Sell |
103,132
-70,799
| -41% | -$1.94M | 0.25% | 83 |
|
|
2020
Q1 | $4.99M | Buy |
173,931
+28,611
| +20% | +$1.22M | 0.48% | 46 |
|
|
2019
Q4 | $7.82M | Buy |
145,320
+4,422
| +3% | +$232K | 0.75% | 28 |
|
|
2019
Q3 | $7.11M | Sell |
140,898
-2,061
| -1% | -$97.1K | 0.77% | 27 |
|
|
2019
Q2 | $6.76M | Buy |
142,959
+2,987
| +2% | +$140K | 0.74% | 28 |
|
|
2019
Q1 | $6.76M | Buy |
139,972
+33,239
| +31% | +$1.63M | 0.85% | 26 |
|
|
2018
Q4 | $4.92M | Buy |
106,733
+74,746
| +234% | +$3.83M | 0.75% | 29 |
|
|
2018
Q3 | $1.68M | Buy |
31,987
+1,604
| +5% | +$91.6K | 0.26% | 84 |
|
|
2018
Q2 | $1.68M | Sell |
30,383
-2,462
| -7% | -$132K | 0.27% | 83 |
|
|
2018
Q1 | $1.72M | Sell |
32,845
-1,656
| -5% | -$98.4K | 0.34% | 63 |
|
|
2017
Q4 | $2.09M | Buy |
34,501
+2,722
| +9% | +$154K | 0.44% | 51 |
|
|
2017
Q3 | $1.75M | Sell |
31,779
-3,499
| -10% | -$186K | 0.42% | 56 |
|
|
2017
Q2 | $1.96M | Buy |
35,278
+8,538
| +32% | +$457K | 0.46% | 51 |
|
|
2017
Q1 | $1.49M | Buy |
26,740
+988
| +4% | +$56.1K | 0.43% | 49 |
|
|
2016
Q4 | $1.42M | Sell |
25,752
-328
| -1% | -$16.5K | 0.46% | 51 |
|
|
2016
Q3 | $1.16M | Buy |
26,080
+301
| +1% | +$14.4K | 0.39% | 55 |
|
|
2016
Q2 | $1.22M | Sell |
25,779
-7,127
| -22% | -$347K | 0.41% | 49 |
|
|
2016
Q1 | $1.59M | Buy |
32,906
+8,961
| +37% | +$439K | 0.53% | 38 |
|
|
2015
Q4 | $1.3M | Buy |
23,945
+1,091
| +5% | +$59.2K | 0.44% | 41 |
|
|
2015
Q3 | $1.17M | Buy |
22,854
+1,447
| +7% | +$79.6K | 0.41% | 43 |
|
|
2015
Q2 | $1.2M | Buy |
21,407
+10,910
| +104% | +$608K | 0.39% | 48 |
|
|
2015
Q1 | $571K | Buy |
10,497
+367
| +4% | +$19.8K | 0.21% | 86 |
|
|
2014
Q4 | $555K | Buy |
10,130
+2,200
| +28% | +$116K | 0.21% | 88 |
|
|
2014
Q3 | $411K | Sell |
7,930
-113
| -1% | -$5.81K | 0.17% | 100 |
|
|
2014
Q2 | $423K | Buy |
8,043
+83
| +1% | +$4.17K | 0.18% | 92 |
|
|
2014
Q1 | $396K | Sell |
7,960
-3,444
| -30% | -$160K | 0.18% | 85 |
|
|
2013
Q4 | $518K | Sell |
11,404
-1,061
| -9% | -$45.8K | 0.24% | 71 |
|
|
2013
Q3 | $515K | Buy |
12,465
+1,683
| +16% | +$71.8K | 0.27% | 64 |
|
|
2013
Q2 | $445K | Buy |
+10,782
| New | +$420K | 0.25% | 69 |
|
Other funds holding WFC
Buckingham Strategic Wealth's WFC Position: Q2 2024 in Review
Buckingham Strategic Wealth reduced its Wells Fargo (WFC) stake by 0.98% in Q2 2024, selling an estimated $30.8K and leaving 52,487 shares worth $3.12M. The position accounts for 0.03% of the portfolio, ranked #187.
Buckingham Strategic Wealth first reported a position in WFC in Q2 2013 and has held it in 45 quarters since. The position peaked at $7.82M in Q4 2019. 2,256 funds tracked by Wall St. Rank hold WFC as of Q2 2024.
- Buckingham Strategic Wealth held 52,487 shares of Wells Fargo worth $3.12M as of Q2 2024.
- Buckingham Strategic Wealth sold 521 Wells Fargo shares in Q2 2024, an estimated $30.8K.
- Wells Fargo made up 0.03% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #187 holding.
- Buckingham Strategic Wealth first reported a position in Wells Fargo in Q2 2013 and has held it in 45 quarters since.
- Buckingham Strategic Wealth's Wells Fargo position peaked at $7.82M in Q4 2019.
- 2,256 funds tracked by Wall St. Rank held Wells Fargo as of Q2 2024.
Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.