Cambridge Investment Research Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $33.8M | Buy |
421,737
+6,281
| +2% | +$503K | 0.1% | 192 |
|
|
2025
Q1 | $29.8M | Sell |
415,456
-12,395
| -3% | -$890K | 0.1% | 201 |
|
|
2024
Q4 | $30.1M | Sell |
427,851
-18,642
| -4% | -$1.31M | 0.1% | 187 |
|
|
2024
Q3 | $25.2M | Buy |
446,493
+8,107
| +2% | +$458K | 0.09% | 229 |
|
|
2024
Q2 | $26M | Sell |
438,386
-147
| -0% | -$8.73K | 0.1% | 196 |
|
|
2024
Q1 | $25.4M | Buy |
438,533
+16,223
| +4% | +$940K | 0.1% | 198 |
|
|
2023
Q4 | $20.8M | Buy |
422,310
+10,491
| +3% | +$516K | 0.09% | 220 |
|
|
2023
Q3 | $16.8M | Sell |
411,819
-8,671
| -2% | -$354K | 0.08% | 248 |
|
|
2023
Q2 | $17.9M | Buy |
420,490
+1,106
| +0.3% | +$47.2K | 0.08% | 243 |
|
|
2023
Q1 | $15.7M | Buy |
419,384
+22,222
| +6% | +$831K | 0.08% | 256 |
|
|
2022
Q4 | $16.4M | Sell |
397,162
-124,313
| -24% | -$5.13M | 0.09% | 231 |
|
|
2022
Q3 | $21M | Buy |
521,475
+88,730
| +21% | +$3.57M | 0.12% | 184 |
|
|
2022
Q2 | $17M | Buy |
432,745
+23,777
| +6% | +$931K | 0.09% | 218 |
|
|
2022
Q1 | $19.8M | Buy |
408,968
+3,168
| +0.8% | +$154K | 0.09% | 217 |
|
|
2021
Q4 | $19.5M | Sell |
405,800
-8,414
| -2% | -$404K | 0.09% | 223 |
|
|
2021
Q3 | $19.2M | Buy |
414,214
+7,549
| +2% | +$350K | 0.09% | 210 |
|
|
2021
Q2 | $18.4M | Buy |
406,665
+6,941
| +2% | +$314K | 0.09% | 227 |
|
|
2021
Q1 | $15.6M | Sell |
399,724
-1,472
| -0.4% | -$57.5K | 0.08% | 231 |
|
|
2020
Q4 | $12.1M | Sell |
401,196
-50,212
| -11% | -$1.52M | 0.07% | 266 |
|
|
2020
Q3 | $10.6M | Sell |
451,408
-29,661
| -6% | -$697K | 0.07% | 261 |
|
|
2020
Q2 | $12.3M | Buy |
481,069
+75,213
| +19% | +$1.93M | 0.09% | 221 |
|
|
2020
Q1 | $11.6M | Buy |
405,856
+51,830
| +15% | +$1.49M | 0.11% | 180 |
|
|
2019
Q4 | $19M | Sell |
354,026
-5,356
| -1% | -$288K | 0.15% | 147 |
|
|
2019
Q3 | $18.1M | Buy |
359,382
+6,592
| +2% | +$332K | 0.16% | 135 |
|
|
2019
Q2 | $16.7M | Sell |
352,790
-6,460
| -2% | -$306K | 0.15% | 144 |
|
|
2019
Q1 | $17.4M | Buy |
359,250
+8,009
| +2% | +$387K | 0.17% | 128 |
|
|
2018
Q4 | $16.2M | Sell |
351,241
-15,449
| -4% | -$712K | 0.18% | 122 |
|
|
2018
Q3 | $19.3M | Sell |
366,690
-3,388
| -0.9% | -$178K | 0.18% | 123 |
|
|
2018
Q2 | $20.5M | Sell |
370,078
-27,746
| -7% | -$1.54M | 0.22% | 98 |
|
|
2018
Q1 | $20.9M | Sell |
397,824
-9,182
| -2% | -$481K | 0.24% | 94 |
|
|
2017
Q4 | $24.7M | Buy |
407,006
+24,721
| +6% | +$1.5M | 0.29% | 61 |
|
|
2017
Q3 | $21.1M | Buy |
382,285
+20,084
| +6% | +$1.11M | 0.28% | 64 |
|
|
2017
Q2 | $20.1M | Buy |
362,201
+14,415
| +4% | +$799K | 0.3% | 63 |
|
|
2017
Q1 | $19.4M | Buy |
347,786
+17,056
| +5% | +$949K | 0.33% | 55 |
|
|
2016
Q4 | $18.2M | Sell |
330,730
-66,588
| -17% | -$3.67M | 0.34% | 55 |
|
|
2016
Q3 | $17.6M | Buy |
397,318
+22,789
| +6% | +$1.01M | 0.33% | 60 |
|
|
2016
Q2 | $17.7M | Buy |
374,529
+57,314
| +18% | +$2.71M | 0.38% | 58 |
|
|
2016
Q1 | $15.3M | Buy |
317,215
+17,185
| +6% | +$831K | 0.35% | 61 |
|
|
2015
Q4 | $16.3M | Buy |
300,030
+11,686
| +4% | +$635K | 0.39% | 54 |
|
|
2015
Q3 | $14.8M | Buy |
288,344
+19,546
| +7% | +$1M | 0.42% | 49 |
|
|
2015
Q2 | $15.1M | Buy |
268,798
+16,539
| +7% | +$930K | 0.42% | 48 |
|
|
2015
Q1 | $13.7M | Buy |
252,259
+20,609
| +9% | +$1.12M | 0.39% | 53 |
|
|
2014
Q4 | $12.7M | Buy |
231,650
+2,064
| +0.9% | +$113K | 0.39% | 51 |
|
|
2014
Q3 | $11.9M | Buy |
229,586
+44,256
| +24% | +$2.3M | 0.35% | 55 |
|
|
2014
Q2 | $9.74M | Buy |
185,330
+20,407
| +12% | +$1.07M | 0.34% | 62 |
|
|
2014
Q1 | $8.2M | Buy |
164,923
+32,917
| +25% | +$1.64M | 0.31% | 67 |
|
|
2013
Q4 | $5.99M | Buy |
132,006
+6,739
| +5% | +$306K | 0.25% | 89 |
|
|
2013
Q3 | $5.18M | Buy |
125,267
+1,113
| +0.9% | +$46K | 0.23% | 99 |
|
|
2013
Q2 | $5.12M | Buy |
+124,154
| New | +$5.12M | 0.26% | 86 |
|