Cetera Advisors’s Wells Fargo WFC Stock Holding History

Cetera Advisors’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2024 Q1	$10.4M	Buy	178,869 +102,374	+134%	+$5.93M	0.08%	240
2023 Q4	$3.77M	Sell	76,495 -3,229	-4%	-$159K	0.05%	345
2023 Q3	$3.26M	Sell	79,724 -645	-0.8%	-$26.4K	0.05%	338
2023 Q2	$3.43M	Sell	80,369 -7,106	-8%	-$303K	0.05%	322
2023 Q1	$3.27M	Buy	87,475 +11,296	+15%	+$422K	0.05%	321
2022 Q4	$3.15M	Buy	76,179 +15,558	+26%	+$642K	0.06%	328
2022 Q3	$2.44M	Sell	60,621 -2,426	-4%	-$97.6K	0.06%	315
2022 Q2	$2.47M	Sell	63,047 -4,812	-7%	-$189K	0.06%	331
2022 Q1	$3.29M	Buy	67,859 +7,995	+13%	+$387K	0.07%	304
2021 Q4	$2.87M	Sell	59,864 -17,734	-23%	-$851K	0.06%	322
2021 Q3	$3.6M	Buy	77,598 +14,951	+24%	+$694K	0.07%	284
2021 Q2	$2.84M	Buy	62,647 +8,789	+16%	+$398K	0.07%	290
2021 Q1	$2.1M	Sell	53,858 -1,427	-3%	-$55.7K	0.06%	307
2020 Q4	$1.67M	Buy	55,285 +559	+1%	+$16.9K	0.05%	304
2020 Q3	$1.29M	Sell	54,726 -1,012	-2%	-$23.8K	0.05%	322
2020 Q2	$1.43M	Buy	55,738 +5,801	+12%	+$149K	0.06%	286
2020 Q1	$1.43M	Buy	49,937 +6,742	+16%	+$193K	0.08%	251
2019 Q4	$2.33M	Buy	43,195 +603	+1%	+$32.5K	0.1%	206
2019 Q3	$2.14M	Buy	42,592 +7,443	+21%	+$374K	0.09%	209
2019 Q2	$1.66M	Buy	+35,149	New	+$1.66M	0.07%	256
2019 Q1	–	Sell	-37,427	Closed	-$1.72M	–	1285
2018 Q4	$1.72M	Buy	37,427 +2,287	+7%	+$105K	0.1%	200
2018 Q3	$1.85M	Buy	35,140 +5,988	+21%	+$316K	0.09%	220
2018 Q2	$1.62M	Sell	29,152 -5,768	-17%	-$320K	0.09%	223
2018 Q1	$1.82M	Buy	+34,920	New	+$1.82M	0.11%	195
2017 Q4	–	Sell	-38,078	Closed	-$2.11M	–	873
2017 Q3	$2.11M	Sell	38,078 -462	-1%	-$25.6K	0.13%	172
2017 Q2	$2.14M	Buy	38,540 +2,827	+8%	+$157K	0.13%	166
2017 Q1	$1.99M	Sell	35,713 -1,191	-3%	-$66.3K	0.13%	172
2016 Q4	$2.04M	Buy	36,904 +1,200	+3%	+$66.3K	0.15%	147
2016 Q3	$1.58M	Buy	35,704 +3,416	+11%	+$151K	0.12%	170
2016 Q2	$1.52M	Buy	32,288 +4,972	+18%	+$234K	0.12%	184
2016 Q1	$1.32M	Sell	27,316 -3,377	-11%	-$163K	0.11%	191
2015 Q4	$1.66M	Buy	30,693 +8,430	+38%	+$457K	0.14%	172
2015 Q3	$1.14M	Buy	22,263 +2,479	+13%	+$126K	0.11%	207
2015 Q2	$1.11M	Buy	19,784 +1,235	+7%	+$69.1K	0.09%	231
2015 Q1	$1.01M	Buy	18,549 +386	+2%	+$21K	0.09%	253
2014 Q4	$991K	Buy	18,163 +3,583	+25%	+$195K	0.1%	251
2014 Q3	$758K	Sell	14,580 -494	-3%	-$25.7K	0.06%	278
2014 Q2	$797K	Sell	15,074 -2,719	-15%	-$144K	0.09%	260
2014 Q1	$884K	Buy	17,793 +2,331	+15%	+$116K	0.12%	193
2013 Q4	$704K	Buy	15,462 +3,236	+26%	+$147K	0.1%	214
2013 Q3	$505K	Sell	12,226 -259	-2%	-$10.7K	0.09%	237
2013 Q2	$516K	Buy	+12,485	New	+$516K	0.11%	216