Corient Private Wealth’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 | $271M | Buy |
3,379,516
+1,657,632
| +96% | +$133M | 0.29% | 68 |
|
|
2025
Q1 | $124M | Sell |
1,721,884
-135,962
| -7% | -$9.76M | 0.2% | 114 |
|
|
2024
Q4 | $130M | Buy |
1,857,846
+3,506
| +0.2% | +$245K | 0.22% | 106 |
|
|
2024
Q3 | $105M | Buy |
1,854,340
+134,918
| +8% | +$7.62M | 0.16% | 137 |
|
|
2024
Q2 | $102M | Sell |
1,719,422
-298,991
| -15% | -$17.8M | 0.18% | 128 |
|
|
2024
Q1 | $117M | Sell |
2,018,413
-18,108
| -0.9% | -$1.05M | 0.21% | 114 |
|
|
2023
Q4 | $100M | Sell |
2,036,521
-118,572
| -6% | -$5.84M | 0.18% | 126 |
|
|
2023
Q3 | $88.1M | Buy |
2,155,093
+53,529
| +3% | +$2.19M | 0.2% | 119 |
|
|
2023
Q2 | $89.7M | Buy |
2,101,564
+1,184,653
| +129% | +$50.6M | 0.21% | 115 |
|
|
2023
Q1 | $34.2M | Buy |
916,911
+63,296
| +7% | +$2.36M | 0.09% | 216 |
|
|
2022
Q4 | $36M | Buy |
+853,615
| New | +$36M | 0.13% | 179 |
|