CAPTRUST Financial Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $66.9M | Buy |
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|
2025
Q1 | $56.8M | Buy |
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|
2024
Q4 | $54.2M | Buy |
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|
2024
Q3 | $37.6M | Buy |
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|
2024
Q2 | $37.9M | Buy |
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|
2024
Q1 | $31M | Sell |
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|
2023
Q4 | $39.8M | Buy |
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|
2023
Q3 | $30.8M | Buy |
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|
2023
Q2 | $27.2M | Buy |
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|
2023
Q1 | $23.1M | Buy |
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|
2022
Q4 | $25.3M | Buy |
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|
2022
Q3 | $22.9M | Buy |
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|
2022
Q2 | $19.7M | Buy |
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|
2022
Q1 | $21.9M | Buy |
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|
2021
Q4 | $16.6M | Buy |
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|
2021
Q3 | $15.1M | Buy |
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|
2021
Q2 | $13M | Buy |
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|
2021
Q1 | $10.7M | Buy |
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|
2020
Q4 | $6.66M | Buy |
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|
2020
Q3 | $4.04M | Sell |
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|
2020
Q2 | $4.35M | Buy |
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|
2020
Q1 | $4.49M | Sell |
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|
2019
Q4 | $10.1M | Buy |
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|
2019
Q3 | $4.32M | Sell |
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|
2019
Q2 | $4.2M | Sell |
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|
2019
Q1 | $4.35M | Buy |
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|
2018
Q4 | $3.7M | Sell |
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|
2018
Q3 | $4.5M | Buy |
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|
2018
Q2 | $1.88M | Buy |
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|
2018
Q1 | $1.16M | Sell |
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|
2017
Q4 | $1.47M | Buy |
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|
2017
Q3 | $223K | Buy |
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