Commonwealth Equity Services’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 | $52.8M | Sell |
659,370
-45,782
| -6% | -$3.67M | 0.07% | 279 |
|
|
2025
Q1 | $50.6M | Buy |
705,152
+14,600
| +2% | +$1.05M | 0.07% | 267 |
|
|
2024
Q4 | $48.5M | Sell |
690,552
-28,371
| -4% | -$1.99M | 0.07% | 251 |
|
|
2024
Q3 | $40.6M | Sell |
718,923
-35,893
| -5% | -$2.03M | 0.06% | 292 |
|
|
2024
Q2 | $44.8M | Sell |
754,816
-13,085
| -2% | -$777K | 0.07% | 253 |
|
|
2024
Q1 | $44.5M | Sell |
767,901
-50,498
| -6% | -$2.93M | 0.07% | 248 |
|
|
2023
Q4 | $40.3M | Sell |
818,399
-33,043
| -4% | -$1.63M | 0.07% | 252 |
|
|
2023
Q3 | $34.8M | Buy |
851,442
+47,377
| +6% | +$1.94M | 0.07% | 258 |
|
|
2023
Q2 | $34.3M | Sell |
804,065
-6,747
| -0.8% | -$288K | 0.07% | 270 |
|
|
2023
Q1 | $30.3K | Buy |
810,812
+106,535
| +15% | +$3.98K | 0.06% | 273 |
|
|
2022
Q4 | $29.1M | Buy |
704,277
+5,910
| +0.8% | +$244K | 0.07% | 273 |
|
|
2022
Q3 | $28.1M | Sell |
698,367
-16,194
| -2% | -$651K | 0.07% | 253 |
|
|
2022
Q2 | $28M | Sell |
714,561
-27,120
| -4% | -$1.06M | 0.07% | 255 |
|
|
2022
Q1 | $35.9M | Buy |
741,681
+5,558
| +0.8% | +$269K | 0.08% | 233 |
|
|
2021
Q4 | $35.3M | Sell |
736,123
-36,756
| -5% | -$1.76M | 0.08% | 234 |
|
|
2021
Q3 | $35.9M | Sell |
772,879
-73,696
| -9% | -$3.42M | 0.09% | 221 |
|
|
2021
Q2 | $38.3M | Buy |
846,575
+70,287
| +9% | +$3.18M | 0.1% | 204 |
|
|
2021
Q1 | $30.3M | Buy |
776,288
+62,092
| +9% | +$2.43M | 0.09% | 233 |
|
|
2020
Q4 | $21.6M | Sell |
714,196
-81,460
| -10% | -$2.46M | 0.06% | 281 |
|
|
2020
Q3 | $18.7M | Sell |
795,656
-91,275
| -10% | -$2.15M | 0.06% | 274 |
|
|
2020
Q2 | $22.7M | Buy |
886,931
+191,478
| +28% | +$4.9M | 0.09% | 230 |
|
|
2020
Q1 | $20M | Buy |
695,453
+75,195
| +12% | +$2.16M | 0.09% | 210 |
|
|
2019
Q4 | $33.4M | Buy |
620,258
+27,116
| +5% | +$1.46M | 0.13% | 163 |
|
|
2019
Q3 | $29.9M | Sell |
593,142
-17,285
| -3% | -$872K | 0.13% | 163 |
|
|
2019
Q2 | $28.9M | Sell |
610,427
-21,348
| -3% | -$1.01M | 0.13% | 163 |
|
|
2019
Q1 | $30.5M | Sell |
631,775
-16,698
| -3% | -$807K | 0.14% | 149 |
|
|
2018
Q4 | $29.9M | Sell |
648,473
-33,456
| -5% | -$1.54M | 0.16% | 132 |
|
|
2018
Q3 | $35.8M | Sell |
681,929
-35,568
| -5% | -$1.87M | 0.17% | 122 |
|
|
2018
Q2 | $39.8M | Buy |
717,497
+19,361
| +3% | +$1.07M | 0.21% | 104 |
|
|
2018
Q1 | $36.6M | Sell |
698,136
-131,387
| -16% | -$6.89M | 0.2% | 112 |
|
|
2017
Q4 | $50.3M | Sell |
829,523
-2,841
| -0.3% | -$172K | 0.28% | 83 |
|
|
2017
Q3 | $45.9M | Buy |
832,364
+4,644
| +0.6% | +$256K | 0.27% | 85 |
|
|
2017
Q2 | $45.9M | Sell |
827,720
-2,626
| -0.3% | -$146K | 0.29% | 77 |
|
|
2017
Q1 | $46.2M | Buy |
830,346
+31,123
| +4% | +$1.73M | 0.31% | 72 |
|
|
2016
Q4 | $44M | Sell |
799,223
-10,353
| -1% | -$571K | 0.33% | 66 |
|
|
2016
Q3 | $35.8M | Sell |
809,576
-65,550
| -7% | -$2.9M | 0.28% | 73 |
|
|
2016
Q2 | $41.4M | Buy |
875,126
+62,076
| +8% | +$2.94M | 0.35% | 62 |
|
|
2016
Q1 | $39.3M | Buy |
813,050
+70,012
| +9% | +$3.39M | 0.35% | 59 |
|
|
2015
Q4 | $40.4M | Buy |
743,038
+89,194
| +14% | +$4.85M | 0.38% | 55 |
|
|
2015
Q3 | $33.6M | Buy |
653,844
+41,528
| +7% | +$2.13M | 0.35% | 56 |
|
|
2015
Q2 | $34.4M | Buy |
612,316
+19,806
| +3% | +$1.11M | 0.34% | 56 |
|
|
2015
Q1 | $32.2M | Buy |
592,510
+57,230
| +11% | +$3.11M | 0.33% | 62 |
|
|
2014
Q4 | $29.3M | Buy |
535,280
+18,298
| +4% | +$1M | 0.33% | 61 |
|
|
2014
Q3 | $26.8M | Buy |
516,982
+31,605
| +7% | +$1.64M | 0.33% | 61 |
|
|
2014
Q2 | $25.5M | Buy |
485,377
+15,361
| +3% | +$807K | 0.31% | 64 |
|
|
2014
Q1 | $23.4M | Buy |
470,016
+14,882
| +3% | +$740K | 0.32% | 63 |
|
|
2013
Q4 | $20.7M | Buy |
455,134
+18,944
| +4% | +$860K | 0.3% | 69 |
|
|
2013
Q3 | $18M | Buy |
436,190
+29,591
| +7% | +$1.22M | 0.29% | 71 |
|
|
2013
Q2 | $16.8M | Buy |
+406,599
| New | +$16.8M | 0.3% | 77 |
|