Capital Group Private Client Services’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 | $1.47M | Sell |
18,293
-4,641
| -20% | -$372K | 0.01% | 222 |
|
|
2025
Q1 | $1.65M | Sell |
22,934
-691,581
| -97% | -$49.6M | 0.02% | 215 |
|
|
2024
Q4 | $50.2M | Sell |
714,515
-8,347
| -1% | -$586K | 0.46% | 58 |
|
|
2024
Q3 | $40.8M | Sell |
722,862
-292,890
| -29% | -$16.5M | 0.39% | 69 |
|
|
2024
Q2 | $60.3M | Sell |
1,015,752
-36,158
| -3% | -$2.15M | 0.6% | 44 |
|
|
2024
Q1 | $61M | Buy |
1,051,910
+88,911
| +9% | +$5.15M | 0.62% | 47 |
|
|
2023
Q4 | $47.4M | Sell |
962,999
-310,304
| -24% | -$15.3M | 0.49% | 59 |
|
|
2023
Q3 | $52M | Buy |
1,273,303
+214,374
| +20% | +$8.76M | 0.63% | 56 |
|
|
2023
Q2 | $45.2M | Buy |
1,058,929
+108,348
| +11% | +$4.62M | 0.53% | 67 |
|
|
2023
Q1 | $35.5M | Buy |
950,581
+216,468
| +29% | +$8.09M | 0.44% | 76 |
|
|
2022
Q4 | $30.3M | Buy |
734,113
+15,278
| +2% | +$631K | 0.38% | 79 |
|
|
2022
Q3 | $28.9M | Buy |
+718,835
| New | +$28.9M | 0.41% | 76 |
|