CIBC Private Wealth Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $15M | Sell |
241,203
-8,266
| -3% | -$513K | 0.03% | 286 |
|
|
2024
Q4 | $17.9M | Buy |
249,469
+4,310
| +2% | +$308K | 0.03% | 281 |
|
|
2024
Q3 | $13.8M | Buy |
245,159
+96,862
| +65% | +$5.47M | 0.02% | 314 |
|
|
2024
Q2 | $8.75M | Sell |
148,297
-29,280
| -16% | -$1.73M | 0.02% | 337 |
|
|
2024
Q1 | $10.2M | Buy |
177,577
+3,364
| +2% | +$194K | 0.02% | 323 |
|
|
2023
Q4 | $8.55M | Sell |
174,213
-34,906
| -17% | -$1.71M | 0.02% | 328 |
|
|
2023
Q3 | $8.54M | Sell |
209,119
-47,278
| -18% | -$1.93M | 0.02% | 326 |
|
|
2023
Q2 | $10.9M | Sell |
256,397
-4,160
| -2% | -$178K | 0.02% | 317 |
|
|
2023
Q1 | $14.6M | Buy |
260,557
+3,654
| +1% | +$205K | 0.03% | 280 |
|
|
2022
Q4 | $7.82M | Sell |
256,903
-563
| -0.2% | -$17.1K | 0.03% | 291 |
|
|
2022
Q3 | $10.4M | Buy |
257,466
+214
| +0.1% | +$8.61K | 0.03% | 298 |
|
|
2022
Q2 | $10.1M | Sell |
257,252
-3,978
| -2% | -$156K | 0.03% | 303 |
|
|
2022
Q1 | $12.7M | Buy |
261,230
+10,318
| +4% | +$500K | 0.03% | 300 |
|
|
2021
Q4 | $12M | Buy |
250,912
+59,842
| +31% | +$2.87M | 0.03% | 310 |
|
|
2021
Q3 | $8.87M | Sell |
191,070
-44,115
| -19% | -$2.05M | 0.02% | 343 |
|
|
2021
Q2 | $10.7M | Sell |
235,185
-432,801
| -65% | -$19.6M | 0.02% | 332 |
|
|
2021
Q1 | $26.1M | Buy |
667,986
+10,514
| +2% | +$411K | 0.07% | 212 |
|
|
2020
Q4 | $19.8M | Buy |
657,472
+454,983
| +225% | +$13.7M | 0.05% | 242 |
|
|
2020
Q3 | $4.81M | Sell |
202,489
-45,904
| -18% | -$1.09M | 0.01% | 367 |
|
|
2020
Q2 | $6.36M | Sell |
248,393
-183,663
| -43% | -$4.7M | 0.03% | 281 |
|
|
2020
Q1 | $12.4M | Sell |
432,056
-2,648,508
| -86% | -$76M | 0.05% | 221 |
|
|
2019
Q4 | $166M | Sell |
3,080,564
-20,738
| -0.7% | -$1.12M | 0.54% | 55 |
|
|
2019
Q3 | $156M | Sell |
3,101,302
-1,473,813
| -32% | -$74.3M | 0.55% | 55 |
|
|
2019
Q2 | $216M | Buy |
4,575,115
+671,369
| +17% | +$31.8M | 0.76% | 38 |
|
|
2019
Q1 | $189M | Buy |
3,903,746
+89,319
| +2% | +$4.32M | 0.73% | 37 |
|
|
2018
Q4 | $176M | Sell |
3,814,427
-2,198
| -0.1% | -$101K | 0.78% | 34 |
|
|
2018
Q3 | $201M | Sell |
3,816,625
-25,312
| -0.7% | -$1.33M | 0.76% | 31 |
|
|
2018
Q2 | $213M | Buy |
3,841,937
+544,392
| +17% | +$30.2M | 0.87% | 20 |
|
|
2018
Q1 | $173M | Sell |
3,297,545
-44,563
| -1% | -$2.34M | 0.75% | 32 |
|
|
2017
Q4 | $203M | Sell |
3,342,108
-51,578
| -2% | -$3.13M | 0.86% | 25 |
|
|
2017
Q3 | $187M | Sell |
3,393,686
-52,737
| -2% | -$2.91M | 0.85% | 28 |
|
|
2017
Q2 | $191M | Sell |
3,446,423
-60,128
| -2% | -$3.33M | 1.2% | 19 |
|
|
2017
Q1 | $195M | Sell |
3,506,551
-21,820
| -0.6% | -$1.21M | 1.23% | 20 |
|
|
2016
Q4 | $194M | Sell |
3,528,371
-3,710
| -0.1% | -$204K | 1.29% | 16 |
|
|
2016
Q3 | $156M | Buy |
3,532,081
+668,666
| +23% | +$29.6M | 1.08% | 22 |
|
|
2016
Q2 | $136M | Buy |
2,863,415
+67,584
| +2% | +$3.2M | 0.99% | 31 |
|
|
2016
Q1 | $135M | Buy |
2,795,831
+116,523
| +4% | +$5.64M | 1.04% | 24 |
|
|
2015
Q4 | $146M | Buy |
2,679,308
+139,568
| +5% | +$7.59M | 1.14% | 22 |
|
|
2015
Q3 | $130M | Buy |
2,539,740
+70,282
| +3% | +$3.61M | 1.07% | 27 |
|
|
2015
Q2 | $139M | Buy |
2,469,458
+27,189
| +1% | +$1.53M | 1.01% | 24 |
|
|
2015
Q1 | $133M | Buy |
2,442,269
+18,643
| +0.8% | +$1.01M | 0.98% | 25 |
|
|
2014
Q4 | $133M | Buy |
2,423,626
+18,123
| +0.8% | +$994K | 1.02% | 26 |
|
|
2014
Q3 | $125M | Sell |
2,405,503
-38,949
| -2% | -$2.02M | 0.98% | 24 |
|
|
2014
Q2 | $128M | Sell |
2,444,452
-25,217
| -1% | -$1.33M | 1.04% | 23 |
|
|
2014
Q1 | $123M | Buy |
+2,469,669
| New | +$123M | 1.04% | 21 |
|