Checchi Capital Advisers’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.09M | Buy |
51,424
+1,799
| +4% | +$155K | 0.28% | 83 |
|
|
2025
Q4 | $4.63M | Sell |
49,625
-1,462
| -3% | -$127K | 0.31% | 73 |
|
|
2025
Q3 | $4.28M | Sell |
51,087
-1,657
| -3% | -$134K | 0.29% | 80 |
|
|
2025
Q2 | $4.23M | Sell |
52,744
-2,751
| -5% | -$198K | 0.29% | 82 |
|
|
2025
Q1 | $3.98M | Buy |
55,495
+1,182
| +2% | +$88.7K | 0.28% | 82 |
|
|
2024
Q4 | $3.81M | Buy |
54,313
+1,126
| +2% | +$76.9K | 0.29% | 83 |
|
|
2024
Q3 | $3M | Sell |
53,187
-172
| -0.3% | -$9.73K | 0.22% | 94 |
|
|
2024
Q2 | $3.17M | Buy |
53,359
+643
| +1% | +$38K | 0.25% | 87 |
|
|
2024
Q1 | $3.06M | Buy |
52,716
+1,464
| +3% | +$76.6K | 0.24% | 90 |
|
|
2023
Q4 | $2.52M | Buy |
51,252
+885
| +2% | +$38.2K | 0.21% | 97 |
|
|
2023
Q3 | $2.06M | Sell |
50,367
-4
| -0% | -$173 | 0.19% | 98 |
|
|
2023
Q2 | $2.15M | Buy |
50,371
+891
| +2% | +$35.9K | 0.19% | 98 |
|
|
2023
Q1 | $1.85M | Sell |
49,480
-22,734
| -31% | -$991K | 0.18% | 108 |
|
|
2022
Q4 | $2.98M | Buy |
72,214
+2,902
| +4% | +$128K | 0.31% | 72 |
|
|
2022
Q3 | $2.79M | Sell |
69,312
-6,209
| -8% | -$267K | 0.3% | 84 |
|
|
2022
Q2 | $3.31M | Sell |
75,521
-1,187
| -2% | -$52.1K | 0.33% | 75 |
|
|
2022
Q1 | $3.72M | Sell |
76,708
-38,974
| -34% | -$2.09M | 0.38% | 60 |
|
|
2021
Q4 | $5.55M | Sell |
115,682
-27,155
| -19% | -$1.34M | 0.61% | 45 |
|
|
2021
Q3 | $6.63M | Buy |
142,837
+1,205
| +0.9% | +$55.8K | 0.82% | 28 |
|
|
2021
Q2 | $6.42M | Buy |
141,632
+777
| +0.6% | +$34.7K | 0.79% | 27 |
|
|
2021
Q1 | $5.5M | Sell |
140,855
-68,029
| -33% | -$2.41M | 0.75% | 31 |
|
|
2020
Q4 | $6.3M | Sell |
208,884
-5,306
| -2% | -$137K | 0.91% | 21 |
|
|
2020
Q3 | $5.04M | Sell |
214,190
-4,605
| -2% | -$113K | 0.88% | 24 |
|
|
2020
Q2 | $5.6M | Buy |
218,795
+28,702
| +15% | +$785K | 1.07% | 14 |
|
|
2020
Q1 | $5.46M | Sell |
190,093
-49,211
| -21% | -$2.09M | 1.17% | 14 |
|
|
2019
Q4 | $12.9M | Sell |
239,304
-1,790
| -0.7% | -$93.8K | 2.49% | 7 |
|
|
2019
Q3 | $12.2M | Sell |
241,094
-98,883
| -29% | -$4.66M | 2.54% | 6 |
|
|
2019
Q2 | $16.1M | Buy |
339,977
+114,716
| +51% | +$5.36M | 3.33% | 6 |
|
|
2019
Q1 | $10.9M | Sell |
225,261
-40,051
| -15% | -$1.97M | 2.39% | 8 |
|
|
2018
Q4 | $12.2M | Buy |
265,312
+215,245
| +430% | +$11M | 2.92% | 7 |
|
|
2018
Q3 | $2.63M | Buy |
50,067
+5,715
| +13% | +$326K | 0.54% | 50 |
|
|
2018
Q2 | $2.46M | Buy |
44,352
+314
| +0.7% | +$16.8K | 0.57% | 46 |
|
|
2018
Q1 | $2.31M | Buy |
44,038
+1,066
| +2% | +$63.3K | 0.55% | 44 |
|
|
2017
Q4 | $2.61M | Buy |
42,972
+4,620
| +12% | +$261K | 0.64% | 35 |
|
|
2017
Q3 | $2.12M | Buy |
38,352
+104
| +0.3% | +$5.53K | 0.56% | 48 |
|
|
2017
Q2 | $2.12M | Sell |
38,248
-2,593
| -6% | -$139K | 0.6% | 45 |
|
|
2017
Q1 | $2.27M | Sell |
40,841
-5,856
| -13% | -$332K | 0.62% | 43 |
|
|
2016
Q4 | $2.57M | Buy |
46,697
+2,906
| +7% | +$146K | 0.74% | 30 |
|
|
2016
Q3 | $1.94M | Buy |
43,791
+3,334
| +8% | +$160K | 0.57% | 51 |
|
|
2016
Q2 | $1.92M | Sell |
40,457
-2,143
| -5% | -$104K | 0.48% | 44 |
|
|
2016
Q1 | $2.06M | Buy |
42,600
+2,710
| +7% | +$133K | 0.55% | 37 |
|
|
2015
Q4 | $2.17M | Sell |
39,890
-1,669
| -4% | -$90.6K | 0.71% | 26 |
|
|
2015
Q3 | $2.13M | Buy |
41,559
+2,116
| +5% | +$116K | 0.69% | 31 |
|
|
2015
Q2 | $2.22M | Buy |
39,443
+2,535
| +7% | +$141K | 0.72% | 32 |
|
|
2015
Q1 | $2.01M | Buy |
36,908
+930
| +3% | +$50.3K | 0.68% | 36 |
|
|
2014
Q4 | $1.97M | Buy |
35,978
+7,425
| +26% | +$393K | 0.74% | 28 |
|
|
2014
Q3 | $1.48M | Buy |
28,553
+6,682
| +31% | +$344K | 0.61% | 38 |
|
|
2014
Q2 | $1.15M | Buy |
21,871
+4,262
| +24% | +$214K | 0.53% | 43 |
|
|
2014
Q1 | $876K | Buy |
17,609
+3,669
| +26% | +$171K | 0.54% | 46 |
|
|
2013
Q4 | $633K | Buy |
+13,940
| New | +$602K | 0.49% | 38 |
|
Other funds holding WFC
VCM
VPM
