Cetera Investment Advisers’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.1M | Buy |
737,467
+33,562
| +5% | +$2.69M | 0.1% | 201 |
|
|
2025
Q1 | $50.5M | Buy |
703,905
+47,090
| +7% | +$3.38M | 0.1% | 209 |
|
|
2024
Q4 | $46.1M | Buy |
656,815
+17,819
| +3% | +$1.25M | 0.1% | 210 |
|
|
2024
Q3 | $36.1M | Buy |
638,996
+12,143
| +2% | +$686K | 0.08% | 253 |
|
|
2024
Q2 | $37.2M | Sell |
626,853
-41,156
| -6% | -$2.44M | 0.09% | 224 |
|
|
2024
Q1 | $38.7M | Buy |
668,009
+422,638
| +172% | +$24.5M | 0.09% | 214 |
|
|
2023
Q4 | $12.1M | Buy |
245,371
+8,890
| +4% | +$438K | 0.1% | 187 |
|
|
2023
Q3 | $9.66M | Sell |
236,481
-12,591
| -5% | -$514K | 0.08% | 227 |
|
|
2023
Q2 | $10.6M | Sell |
249,072
-55,175
| -18% | -$2.35M | 0.09% | 205 |
|
|
2023
Q1 | $11.4M | Buy |
304,247
+66,103
| +28% | +$2.47M | 0.1% | 192 |
|
|
2022
Q4 | $9.83M | Buy |
238,144
+120,341
| +102% | +$4.97M | 0.09% | 213 |
|
|
2022
Q3 | $4.74M | Sell |
117,803
-65,794
| -36% | -$2.65M | 0.09% | 224 |
|
|
2022
Q2 | $7.19M | Buy |
183,597
+235
| +0.1% | +$9.21K | 0.11% | 186 |
|
|
2022
Q1 | $8.89M | Sell |
183,362
-10,316
| -5% | -$500K | 0.13% | 164 |
|
|
2021
Q4 | $9.29M | Buy |
193,678
+8,554
| +5% | +$410K | 0.13% | 163 |
|
|
2021
Q3 | $8.59M | Buy |
185,124
+7,457
| +4% | +$346K | 0.14% | 162 |
|
|
2021
Q2 | $8.05M | Buy |
177,667
+14,332
| +9% | +$649K | 0.13% | 175 |
|
|
2021
Q1 | $6.38M | Sell |
163,335
-16,728
| -9% | -$654K | 0.13% | 182 |
|
|
2020
Q4 | $5.43M | Buy |
180,063
+147,759
| +457% | +$4.46M | 0.11% | 206 |
|
|
2020
Q3 | $759K | Buy |
32,304
+2,559
| +9% | +$60.1K | 0.06% | 304 |
|
|
2020
Q2 | $761K | Buy |
29,745
+15,188
| +104% | +$389K | 0.07% | 282 |
|
|
2020
Q1 | $418K | Buy |
14,557
+984
| +7% | +$28.3K | 0.05% | 335 |
|
|
2019
Q4 | $728K | Buy |
13,573
+919
| +7% | +$49.3K | 0.07% | 265 |
|
|
2019
Q3 | $640K | Sell |
12,654
-1,738
| -12% | -$87.9K | 0.08% | 261 |
|
|
2019
Q2 | $684K | Buy |
14,392
+595
| +4% | +$28.3K | 0.09% | 232 |
|
|
2019
Q1 | $666K | Sell |
13,797
-841
| -6% | -$40.6K | 0.09% | 226 |
|
|
2018
Q4 | $678K | Sell |
14,638
-2,755
| -16% | -$128K | 0.11% | 202 |
|
|
2018
Q3 | $909K | Buy |
17,393
+1,977
| +13% | +$103K | 0.13% | 175 |
|
|
2018
Q2 | $864K | Buy |
15,416
+872
| +6% | +$48.9K | 0.15% | 163 |
|
|
2018
Q1 | $757K | Sell |
14,544
-2,005
| -12% | -$104K | 0.14% | 180 |
|
|
2017
Q4 | $997K | Buy |
16,549
+233
| +1% | +$14K | 0.18% | 143 |
|
|
2017
Q3 | $907K | Buy |
16,316
+602
| +4% | +$33.5K | 0.2% | 138 |
|
|
2017
Q2 | $876K | Buy |
15,714
+3,360
| +27% | +$187K | 0.21% | 128 |
|
|
2017
Q1 | $692K | Sell |
12,354
-3,257
| -21% | -$182K | 0.19% | 138 |
|
|
2016
Q4 | $866K | Buy |
15,611
+541
| +4% | +$30K | 0.29% | 95 |
|
|
2016
Q3 | $668K | Buy |
15,070
+505
| +3% | +$22.4K | 0.29% | 100 |
|
|
2016
Q2 | $691K | Buy |
14,565
+2,492
| +21% | +$118K | 0.27% | 115 |
|
|
2016
Q1 | $588K | Buy |
12,073
+5,031
| +71% | +$245K | 0.25% | 115 |
|
|
2015
Q4 | $383K | Buy |
+7,042
| New | +$383K | 0.18% | 156 |
|