Charles Schwab’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 | $1.72B | Sell |
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|
2025
Q1 | $1.55B | Sell |
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|
2024
Q4 | $1.57B | Sell |
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|
2024
Q3 | $1.27B | Sell |
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|
2024
Q2 | $1.36B | Sell |
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|
2024
Q1 | $1.36B | Buy |
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|
2023
Q4 | $1.14B | Buy |
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|
2023
Q3 | $928M | Sell |
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|
2023
Q2 | $976M | Sell |
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|
2023
Q1 | $863M | Buy |
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|
2022
Q4 | $940M | Buy |
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|
2022
Q3 | $893M | Buy |
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|
2022
Q2 | $845M | Sell |
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|
2022
Q1 | $1.06B | Buy |
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|
2021
Q4 | $1.05B | Sell |
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|
2021
Q3 | $1.03B | Sell |
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|
2021
Q2 | $1.01B | Buy |
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|
2021
Q1 | $854M | Sell |
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|
2020
Q4 | $706M | Buy |
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|
2020
Q3 | $518M | Buy |
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|
2020
Q2 | $526M | Sell |
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|
2020
Q1 | $842M | Buy |
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|
2019
Q4 | $1.07B | Sell |
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|
2019
Q3 | $1.02B | Buy |
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|
2019
Q2 | $940M | Buy |
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|
2019
Q1 | $937M | Buy |
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|
2018
Q4 | $816M | Buy |
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|
2018
Q3 | $915M | Buy |
|
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|
2018
Q2 | $938M | Buy |
|
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|
2018
Q1 | $867M | Buy |
|
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|
2017
Q4 | $958M | Buy |
|
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|
2017
Q3 | $842M | Buy |
|
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|
2017
Q2 | $827M | Buy |
|
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|
2017
Q1 | $797M | Buy |
|
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|
2016
Q4 | $765M | Buy |
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|
2016
Q3 | $584M | Buy |
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|
2016
Q2 | $623M | Buy |
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|
2016
Q1 | $630M | Buy |
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|
2015
Q4 | $678M | Sell |
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|
2015
Q3 | $649M | Sell |
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|
2015
Q2 | $734M | Sell |
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|
2015
Q1 | $725M | Buy |
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|
2014
Q4 | $715M | Sell |
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|
2014
Q3 | $688M | Buy |
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|
2014
Q2 | $691M | Sell |
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|
2014
Q1 | $679M | Buy |
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|
2013
Q4 | $618M | Sell |
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|
2013
Q3 | $626M | Buy |
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|
2013
Q2 | $618M | Buy |
|