Capital Analysts 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 | $322K | Buy |
4,007
+4
| +0.1% | +$321 | 0.01% | 460 |
|
|
2025
Q1 | $287K | Buy |
4,003
+4
| +0.1% | +$287 | 0.01% | 461 |
|
|
2024
Q4 | $280K | Buy |
3,999
+759
| +23% | +$53.1K | 0.01% | 422 |
|
|
2024
Q3 | $183K | Buy |
3,240
+119
| +4% | +$6.72K | 0.01% | 482 |
|
|
2024
Q2 | $186K | Buy |
3,121
+404
| +15% | +$24.1K | 0.01% | 468 |
|
|
2024
Q1 | $157K | Buy |
2,717
+17
| +0.6% | +$982 | 0.01% | 482 |
|
|
2023
Q4 | $133K | Buy |
2,700
+301
| +13% | +$14.8K | 0.01% | 487 |
|
|
2023
Q3 | $98K | Sell |
2,399
-89
| -4% | -$3.64K | 0.01% | 491 |
|
|
2023
Q2 | $106K | Buy |
2,488
+100
| +4% | +$4.26K | 0.01% | 463 |
|
|
2023
Q1 | $89K | Buy |
2,388
+15
| +0.6% | +$559 | 0.01% | 492 |
|
|
2022
Q4 | $98K | Sell |
2,373
-267
| -10% | -$11K | 0.01% | 507 |
|
|
2022
Q3 | $107K | Sell |
2,640
-276
| -9% | -$11.2K | 0.01% | 433 |
|
|
2022
Q2 | $114K | Buy |
2,916
+12
| +0.4% | +$469 | 0.01% | 416 |
|
|
2022
Q1 | $141K | Buy |
2,904
+143
| +5% | +$6.94K | 0.01% | 375 |
|
|
2021
Q4 | $133K | Buy |
2,761
+9
| +0.3% | +$434 | 0.01% | 403 |
|
|
2021
Q3 | $127K | Buy |
2,752
+300
| +12% | +$13.8K | 0.01% | 409 |
|
|
2021
Q2 | $111K | Sell |
2,452
-8
| -0.3% | -$362 | 0.01% | 430 |
|
|
2021
Q1 | $96K | Buy |
2,460
+627
| +34% | +$24.5K | 0.01% | 466 |
|
|
2020
Q4 | $55K | Sell |
1,833
-940
| -34% | -$28.2K | ﹤0.01% | 407 |
|
|
2020
Q3 | $65K | Buy |
2,773
+7
| +0.3% | +$164 | 0.01% | 369 |
|
|
2020
Q2 | $71K | Buy |
2,766
+33
| +1% | +$847 | 0.01% | 324 |
|
|
2020
Q1 | $78K | Buy |
2,733
+50
| +2% | +$1.43K | 0.01% | 283 |
|
|
2019
Q4 | $144K | Buy |
2,683
+1,767
| +193% | +$94.8K | 0.01% | 261 |
|
|
2019
Q3 | $46K | Buy |
+916
| New | +$46K | ﹤0.01% | 395 |
|
|
2019
Q1 | – | Sell |
-102
| Closed | -$5K | – | 690 |
|
|
2018
Q4 | $5K | Sell |
102
-2,499
| -96% | -$123K | ﹤0.01% | 516 |
|
|
2018
Q3 | $137K | Hold |
2,601
| – | – | 0.02% | 217 |
|
|
2018
Q2 | $144K | Buy |
2,601
+101
| +4% | +$5.59K | 0.02% | 215 |
|
|
2018
Q1 | $131K | Sell |
2,500
-3,106
| -55% | -$163K | 0.02% | 214 |
|
|
2017
Q4 | $340K | Hold |
5,606
| – | – | 0.04% | 171 |
|
|
2017
Q3 | $309K | Sell |
5,606
-2,045
| -27% | -$113K | 0.04% | 171 |
|
|
2017
Q2 | $424K | Hold |
7,651
| – | – | 0.06% | 163 |
|
|
2017
Q1 | $426K | Buy |
7,651
+226
| +3% | +$12.6K | 0.07% | 151 |
|
|
2016
Q4 | $409K | Hold |
7,425
| – | – | 0.07% | 157 |
|
|
2016
Q3 | $329K | Sell |
7,425
-10,219
| -58% | -$453K | 0.06% | 156 |
|
|
2016
Q2 | $835K | Sell |
17,644
-3,887
| -18% | -$184K | 0.17% | 98 |
|
|
2016
Q1 | $1.04M | Sell |
21,531
-1,716
| -7% | -$83K | 0.21% | 93 |
|
|
2015
Q4 | $1.26M | Buy |
23,247
+99
| +0.4% | +$5.38K | 0.26% | 88 |
|
|
2015
Q3 | $1.19M | Buy |
23,148
+15,278
| +194% | +$785K | 0.23% | 98 |
|
|
2015
Q2 | $443K | Sell |
7,870
-196
| -2% | -$11K | 0.09% | 148 |
|
|
2015
Q1 | $439K | Buy |
8,066
+486
| +6% | +$26.4K | 0.09% | 140 |
|
|
2014
Q4 | $416K | Buy |
7,580
+392
| +5% | +$21.5K | 0.09% | 124 |
|
|
2014
Q3 | $373K | Sell |
7,188
-591
| -8% | -$30.7K | 0.09% | 118 |
|
|
2014
Q2 | $409K | Buy |
7,779
+401
| +5% | +$21.1K | 0.1% | 112 |
|
|
2014
Q1 | $367K | Hold |
7,378
| – | – | 0.1% | 113 |
|
|
2013
Q4 | $335K | Buy |
7,378
+200
| +3% | +$9.08K | 0.09% | 114 |
|
|
2013
Q3 | $297K | Hold |
7,178
| – | – | 0.09% | 112 |
|
|
2013
Q2 | $296K | Buy |
+7,178
| New | +$296K | 0.09% | 120 |
|