Clarius Group LLC’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.33M | Sell |
16,566
-2,311
| -12% | -$185K | 0.08% | 115 |
|
|
2025
Q1 | $1.36M | Sell |
18,877
-193
| -1% | -$13.9K | 0.09% | 109 |
|
|
2024
Q4 | $1.34M | Sell |
19,070
-147
| -0.8% | -$10.3K | 0.09% | 103 |
|
|
2024
Q3 | $1.08M | Sell |
19,217
-1,246
| -6% | -$70.1K | 0.08% | 115 |
|
|
2024
Q2 | $1.22M | Sell |
20,463
-1,296
| -6% | -$77K | 0.09% | 101 |
|
|
2024
Q1 | $1.26M | Sell |
21,759
-3,140
| -13% | -$182K | 0.09% | 100 |
|
|
2023
Q4 | $1.23M | Sell |
24,899
-119
| -0.5% | -$5.86K | 0.1% | 107 |
|
|
2023
Q3 | $1.02M | Sell |
25,018
-6,757
| -21% | -$276K | 0.1% | 108 |
|
|
2023
Q2 | $1.36M | Sell |
31,775
-3,881
| -11% | -$166K | 0.1% | 101 |
|
|
2023
Q1 | $1.33M | Buy |
35,656
+5,736
| +19% | +$214K | 0.11% | 102 |
|
|
2022
Q4 | $1.24M | Buy |
29,920
+625
| +2% | +$25.8K | 0.11% | 112 |
|
|
2022
Q3 | $1.18M | Buy |
29,295
+2,319
| +9% | +$93.3K | 0.12% | 105 |
|
|
2022
Q2 | $1.06M | Buy |
26,976
+932
| +4% | +$36.5K | 0.11% | 121 |
|
|
2022
Q1 | $1.25M | Hold |
26,044
| – | – | 0.1% | 107 |
|
|
2021
Q4 | $1.25M | Buy |
26,044
+1,177
| +5% | +$56.5K | 0.1% | 107 |
|
|
2021
Q3 | $1.15M | Sell |
24,867
-4,954
| -17% | -$230K | 0.1% | 109 |
|
|
2021
Q2 | $1.35M | Buy |
29,821
+1,615
| +6% | +$73.2K | 0.12% | 97 |
|
|
2021
Q1 | $1.1M | Buy |
28,206
+9,776
| +53% | +$382K | 0.11% | 100 |
|
|
2020
Q4 | $556K | Buy |
18,430
+2,457
| +15% | +$74.1K | 0.06% | 161 |
|
|
2020
Q3 | $376K | Sell |
15,973
-12,450
| -44% | -$293K | 0.05% | 182 |
|
|
2020
Q2 | $728K | Sell |
28,423
-6,444
| -18% | -$165K | 0.1% | 104 |
|
|
2020
Q1 | $1M | Buy |
34,867
+3,385
| +11% | +$97.2K | 0.19% | 65 |
|
|
2019
Q4 | $1.52M | Buy |
31,482
+1,776
| +6% | +$85.8K | 0.24% | 56 |
|
|
2019
Q3 | $1.5M | Buy |
29,706
+9,346
| +46% | +$471K | 0.27% | 56 |
|
|
2019
Q2 | $963K | Sell |
20,360
-1,531
| -7% | -$72.4K | 0.19% | 66 |
|
|
2019
Q1 | $1.06M | Buy |
21,891
+5,814
| +36% | +$281K | 0.26% | 57 |
|
|
2018
Q4 | $741K | Buy |
16,077
+2,639
| +20% | +$122K | 0.27% | 47 |
|
|
2018
Q3 | $706K | Buy |
13,438
+2,628
| +24% | +$138K | 0.25% | 46 |
|
|
2018
Q2 | $599K | Buy |
10,810
+4,805
| +80% | +$266K | 0.25% | 44 |
|
|
2018
Q1 | $315K | Buy |
6,005
+41
| +0.7% | +$2.15K | 0.14% | 52 |
|
|
2017
Q4 | $362K | Buy |
5,964
+40
| +0.7% | +$2.43K | 0.16% | 48 |
|
|
2017
Q3 | $327K | Sell |
5,924
-5,500
| -48% | -$304K | 0.14% | 52 |
|
|
2017
Q2 | $633K | Sell |
11,424
-723
| -6% | -$40.1K | 0.26% | 45 |
|
|
2017
Q1 | $676K | Buy |
12,147
+156
| +1% | +$8.68K | 0.28% | 45 |
|
|
2016
Q4 | $661K | Sell |
11,991
-160
| -1% | -$8.82K | 0.28% | 44 |
|
|
2016
Q3 | $538K | Sell |
12,151
-337
| -3% | -$14.9K | 0.25% | 46 |
|
|
2016
Q2 | $591K | Buy |
12,488
+214
| +2% | +$10.1K | 0.32% | 40 |
|
|
2016
Q1 | $593K | Buy |
12,274
+224
| +2% | +$10.8K | 0.33% | 37 |
|
|
2015
Q4 | $655K | Buy |
+12,050
| New | +$655K | 0.38% | 27 |
|