Charles Schwab’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.72B | Sell |
21,516,195
-132,913
| -0.6% | -$10.6M | 0.3% | 54 |
|
|
2025
Q1 | $1.55B | Sell |
21,649,108
-696,094
| -3% | -$50M | 0.29% | 58 |
|
|
2024
Q4 | $1.57B | Sell |
22,345,202
-216,971
| -1% | -$15.2M | 0.29% | 55 |
|
|
2024
Q3 | $1.27B | Sell |
22,562,173
-367,144
| -2% | -$20.7M | 0.24% | 69 |
|
|
2024
Q2 | $1.36B | Sell |
22,929,317
-489,555
| -2% | -$29.1M | 0.26% | 69 |
|
|
2024
Q1 | $1.36B | Buy |
23,418,872
+180,967
| +0.8% | +$10.5M | 0.31% | 55 |
|
|
2023
Q4 | $1.14B | Buy |
23,237,905
+526,178
| +2% | +$25.9M | 0.29% | 63 |
|
|
2023
Q3 | $928M | Sell |
22,711,727
-165,159
| -0.7% | -$6.75M | 0.27% | 63 |
|
|
2023
Q2 | $976M | Sell |
22,876,886
-202,310
| -0.9% | -$8.63M | 0.28% | 61 |
|
|
2023
Q1 | $863M | Buy |
23,079,196
+304,269
| +1% | +$11.4M | 0.26% | 73 |
|
|
2022
Q4 | $940M | Buy |
22,774,927
+579,206
| +3% | +$23.9M | 0.3% | 61 |
|
|
2022
Q3 | $893M | Buy |
22,195,721
+618,644
| +3% | +$24.9M | 0.32% | 55 |
|
|
2022
Q2 | $845M | Sell |
21,577,077
-324,629
| -1% | -$12.7M | 0.29% | 61 |
|
|
2022
Q1 | $1.06B | Buy |
21,901,706
+64,080
| +0.3% | +$3.11M | 0.32% | 60 |
|
|
2021
Q4 | $1.05B | Sell |
21,837,626
-274,908
| -1% | -$13.2M | 0.31% | 63 |
|
|
2021
Q3 | $1.03B | Sell |
22,112,534
-220,919
| -1% | -$10.3M | 0.34% | 60 |
|
|
2021
Q2 | $1.01B | Buy |
22,333,453
+466,960
| +2% | +$21.1M | 0.34% | 57 |
|
|
2021
Q1 | $854M | Sell |
21,866,493
-1,512,002
| -6% | -$59.1M | 0.31% | 62 |
|
|
2020
Q4 | $706M | Buy |
23,378,495
+1,345,768
| +6% | +$40.6M | 0.28% | 66 |
|
|
2020
Q3 | $518M | Buy |
22,032,727
+1,471,505
| +7% | +$34.6M | 0.24% | 87 |
|
|
2020
Q2 | $526M | Sell |
20,561,222
-8,786,489
| -30% | -$225M | 0.26% | 79 |
|
|
2020
Q1 | $842M | Buy |
29,347,711
+9,485,775
| +48% | +$272M | 0.49% | 38 |
|
|
2019
Q4 | $1.07B | Sell |
19,861,936
-268,391
| -1% | -$14.4M | 0.57% | 27 |
|
|
2019
Q3 | $1.02B | Buy |
20,130,327
+256,098
| +1% | +$12.9M | 0.6% | 25 |
|
|
2019
Q2 | $940M | Buy |
19,874,229
+490,033
| +3% | +$23.2M | 0.57% | 28 |
|
|
2019
Q1 | $937M | Buy |
19,384,196
+1,667,997
| +9% | +$80.6M | 0.6% | 26 |
|
|
2018
Q4 | $816M | Buy |
17,716,199
+306,724
| +2% | +$14.1M | 0.62% | 26 |
|
|
2018
Q3 | $915M | Buy |
17,409,475
+498,838
| +3% | +$26.2M | 0.61% | 24 |
|
|
2018
Q2 | $938M | Buy |
16,910,637
+372,355
| +2% | +$20.6M | 0.68% | 21 |
|
|
2018
Q1 | $867M | Buy |
16,538,282
+741,837
| +5% | +$38.9M | 0.67% | 22 |
|
|
2017
Q4 | $958M | Buy |
15,796,445
+537,342
| +4% | +$32.6M | 0.76% | 21 |
|
|
2017
Q3 | $842M | Buy |
15,259,103
+339,801
| +2% | +$18.7M | 0.74% | 21 |
|
|
2017
Q2 | $827M | Buy |
14,919,302
+607,497
| +4% | +$33.7M | 0.78% | 19 |
|
|
2017
Q1 | $797M | Buy |
14,311,805
+423,113
| +3% | +$23.6M | 0.8% | 19 |
|
|
2016
Q4 | $765M | Buy |
13,888,692
+708,632
| +5% | +$39.1M | 0.84% | 16 |
|
|
2016
Q3 | $584M | Buy |
13,180,060
+10,013
| +0.1% | +$443K | 0.69% | 23 |
|
|
2016
Q2 | $623M | Buy |
13,170,047
+140,262
| +1% | +$6.64M | 0.78% | 18 |
|
|
2016
Q1 | $630M | Buy |
13,029,785
+555,802
| +4% | +$26.9M | 0.83% | 19 |
|
|
2015
Q4 | $678M | Sell |
12,473,983
-152,358
| -1% | -$8.28M | 0.91% | 12 |
|
|
2015
Q3 | $649M | Sell |
12,626,341
-422,048
| -3% | -$21.7M | 0.96% | 9 |
|
|
2015
Q2 | $734M | Sell |
13,048,389
-273,023
| -2% | -$15.3M | 1.01% | 8 |
|
|
2015
Q1 | $725M | Buy |
13,321,412
+282,469
| +2% | +$15.4M | 1.02% | 9 |
|
|
2014
Q4 | $715M | Sell |
13,038,943
-219,237
| -2% | -$12M | 1.07% | 8 |
|
|
2014
Q3 | $688M | Buy |
13,258,180
+103,582
| +0.8% | +$5.37M | 1.13% | 8 |
|
|
2014
Q2 | $691M | Sell |
13,154,598
-502,563
| -4% | -$26.4M | 1.16% | 8 |
|
|
2014
Q1 | $679M | Buy |
13,657,161
+55,405
| +0.4% | +$2.76M | 1.22% | 7 |
|
|
2013
Q4 | $618M | Sell |
13,601,756
-1,484,961
| -10% | -$67.4M | 1.18% | 8 |
|
|
2013
Q3 | $626M | Buy |
15,086,717
+148,319
| +1% | +$6.15M | 1.28% | 7 |
|
|
2013
Q2 | $618M | Buy |
+14,938,398
| New | +$618M | 1.38% | 5 |
|