CAPTRUST Financial Advisors’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 | $66.9M | Buy |
834,591
+43,274
| +5% | +$3.47M | 0.15% | 130 |
|
|
2025
Q1 | $56.8M | Buy |
791,317
+19,780
| +3% | +$1.42M | 0.14% | 140 |
|
|
2024
Q4 | $54.2M | Buy |
771,537
+106,495
| +16% | +$7.48M | 0.15% | 128 |
|
|
2024
Q3 | $37.6M | Buy |
665,042
+26,780
| +4% | +$1.51M | 0.11% | 154 |
|
|
2024
Q2 | $37.9M | Buy |
638,262
+103,974
| +19% | +$6.18M | 0.12% | 144 |
|
|
2024
Q1 | $31M | Sell |
534,288
-274,393
| -34% | -$15.9M | 0.11% | 160 |
|
|
2023
Q4 | $39.8M | Buy |
808,681
+55,066
| +7% | +$2.71M | 0.14% | 143 |
|
|
2023
Q3 | $30.8M | Buy |
753,615
+116,526
| +18% | +$4.76M | 0.12% | 153 |
|
|
2023
Q2 | $27.2M | Buy |
637,089
+19,353
| +3% | +$826K | 0.11% | 159 |
|
|
2023
Q1 | $23.1M | Buy |
617,736
+5,124
| +0.8% | +$192K | 0.1% | 174 |
|
|
2022
Q4 | $25.3M | Buy |
612,612
+43,692
| +8% | +$1.8M | 0.13% | 154 |
|
|
2022
Q3 | $22.9M | Buy |
568,920
+64,840
| +13% | +$2.61M | 0.13% | 147 |
|
|
2022
Q2 | $19.7M | Buy |
504,080
+52,336
| +12% | +$2.05M | 0.13% | 163 |
|
|
2022
Q1 | $21.9M | Buy |
451,744
+106,222
| +31% | +$5.15M | 0.14% | 152 |
|
|
2021
Q4 | $16.6M | Buy |
345,522
+19,964
| +6% | +$958K | 0.11% | 175 |
|
|
2021
Q3 | $15.1M | Buy |
325,558
+38,350
| +13% | +$1.78M | 0.13% | 169 |
|
|
2021
Q2 | $13M | Buy |
287,208
+14,431
| +5% | +$654K | 0.12% | 170 |
|
|
2021
Q1 | $10.7M | Buy |
272,777
+52,267
| +24% | +$2.04M | 0.12% | 176 |
|
|
2020
Q4 | $6.66M | Buy |
220,510
+48,878
| +28% | +$1.48M | 0.09% | 209 |
|
|
2020
Q3 | $4.04M | Sell |
171,632
-1,710
| -1% | -$40.3K | 0.07% | 241 |
|
|
2020
Q2 | $4.35M | Buy |
173,342
+4,526
| +3% | +$114K | 0.07% | 242 |
|
|
2020
Q1 | $4.49M | Sell |
168,816
-18,409
| -10% | -$489K | 0.1% | 202 |
|
|
2019
Q4 | $10.1M | Buy |
187,225
+101,587
| +119% | +$5.46M | 0.16% | 150 |
|
|
2019
Q3 | $4.32M | Sell |
85,638
-3,058
| -3% | -$154K | 0.15% | 133 |
|
|
2019
Q2 | $4.2M | Sell |
88,696
-1,251
| -1% | -$59.2K | 0.16% | 131 |
|
|
2019
Q1 | $4.35M | Buy |
89,947
+9,596
| +12% | +$464K | 0.18% | 114 |
|
|
2018
Q4 | $3.7M | Sell |
80,351
-5,328
| -6% | -$246K | 0.2% | 99 |
|
|
2018
Q3 | $4.5M | Buy |
85,679
+51,822
| +153% | +$2.72M | 0.2% | 86 |
|
|
2018
Q2 | $1.88M | Buy |
33,857
+11,351
| +50% | +$629K | 0.1% | 119 |
|
|
2018
Q1 | $1.16M | Sell |
22,506
-1,739
| -7% | -$89.3K | 0.07% | 153 |
|
|
2017
Q4 | $1.47M | Buy |
24,245
+20,393
| +529% | +$1.24M | 0.09% | 130 |
|
|
2017
Q3 | $223K | Buy |
+3,852
| New | +$223K | 0.02% | 195 |
|