Creative Planning’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.9M | Buy |
947,527
+4,289
| +0.5% | +$344K | 0.06% | 124 |
|
|
2025
Q1 | $67.7M | Buy |
943,238
+66,053
| +8% | +$4.74M | 0.06% | 124 |
|
|
2024
Q4 | $61.6M | Sell |
877,185
-63,749
| -7% | -$4.48M | 0.06% | 121 |
|
|
2024
Q3 | $47.7M | Buy |
940,934
+124,037
| +15% | +$6.29M | 0.05% | 148 |
|
|
2024
Q2 | $48.5M | Buy |
816,897
+38,985
| +5% | +$2.32M | 0.05% | 136 |
|
|
2024
Q1 | $45.1M | Buy |
777,912
+34,424
| +5% | +$2M | 0.05% | 143 |
|
|
2023
Q4 | $36.6M | Sell |
743,488
-61,916
| -8% | -$3.05M | 0.07% | 160 |
|
|
2023
Q3 | $32.9M | Buy |
805,404
+127,210
| +19% | +$5.2M | 0.04% | 173 |
|
|
2023
Q2 | $28.9M | Buy |
678,194
+24,148
| +4% | +$1.03M | 0.04% | 180 |
|
|
2023
Q1 | $24.4M | Buy |
654,046
+43,980
| +7% | +$1.64M | 0.04% | 190 |
|
|
2022
Q4 | $25.2M | Sell |
610,066
-22,447
| -4% | -$927K | 0.04% | 183 |
|
|
2022
Q3 | $25.4M | Sell |
632,513
-71,083
| -10% | -$2.86M | 0.04% | 153 |
|
|
2022
Q2 | $27.6M | Buy |
703,596
+46,950
| +7% | +$1.84M | 0.05% | 159 |
|
|
2022
Q1 | $31.8M | Buy |
656,646
+30,124
| +5% | +$1.46M | 0.05% | 146 |
|
|
2021
Q4 | $30.1M | Sell |
626,522
-95,807
| -13% | -$4.6M | 0.05% | 139 |
|
|
2021
Q3 | $33.5M | Buy |
722,329
+89,097
| +14% | +$4.13M | 0.06% | 120 |
|
|
2021
Q2 | $28.7M | Buy |
633,232
+121,966
| +24% | +$5.52M | 0.05% | 135 |
|
|
2021
Q1 | $20M | Buy |
511,266
+10,376
| +2% | +$405K | 0.04% | 177 |
|
|
2020
Q4 | $15.1M | Buy |
500,890
+6,471
| +1% | +$195K | 0.03% | 190 |
|
|
2020
Q3 | $11.6M | Buy |
494,419
+48,384
| +11% | +$1.14M | 0.03% | 182 |
|
|
2020
Q2 | $11.4M | Sell |
446,035
-19,310
| -4% | -$494K | 0.03% | 175 |
|
|
2020
Q1 | $13.4M | Sell |
465,345
-59,317
| -11% | -$1.7M | 0.05% | 139 |
|
|
2019
Q4 | $28.2M | Sell |
524,662
-8,986
| -2% | -$483K | 0.08% | 94 |
|
|
2019
Q3 | $26.9M | Sell |
533,648
-24,691
| -4% | -$1.25M | 0.09% | 95 |
|
|
2019
Q2 | $26.4M | Buy |
558,339
+45,232
| +9% | +$2.14M | 0.09% | 96 |
|
|
2019
Q1 | $24.8M | Sell |
513,107
-18,757
| -4% | -$906K | 0.09% | 92 |
|
|
2018
Q4 | $24.5M | Sell |
531,864
-4,133
| -0.8% | -$190K | 0.1% | 81 |
|
|
2018
Q3 | $28.2M | Sell |
535,997
-30,237
| -5% | -$1.59M | 0.1% | 81 |
|
|
2018
Q2 | $31.4M | Buy |
566,234
+40,480
| +8% | +$2.24M | 0.12% | 68 |
|
|
2018
Q1 | $27.6M | Buy |
525,754
+9,720
| +2% | +$509K | 0.11% | 76 |
|
|
2017
Q4 | $31.3M | Sell |
516,034
-281
| -0.1% | -$17K | 0.13% | 67 |
|
|
2017
Q3 | $28.5M | Sell |
516,315
-7,389
| -1% | -$408K | 0.13% | 72 |
|
|
2017
Q2 | $29M | Buy |
523,704
+3,511
| +0.7% | +$195K | 0.15% | 67 |
|
|
2017
Q1 | $29M | Buy |
520,193
+29,929
| +6% | +$1.67M | 0.16% | 65 |
|
|
2016
Q4 | $27M | Sell |
490,264
-15,009
| -3% | -$827K | 0.16% | 64 |
|
|
2016
Q3 | $22.4M | Buy |
505,273
+105,855
| +27% | +$4.69M | 0.14% | 75 |
|
|
2016
Q2 | $18.9M | Buy |
399,418
+17,686
| +5% | +$837K | 0.14% | 70 |
|
|
2016
Q1 | $18.5M | Buy |
381,732
+32,886
| +9% | +$1.59M | 0.14% | 70 |
|
|
2015
Q4 | $19M | Buy |
348,846
+23,247
| +7% | +$1.26M | 0.16% | 71 |
|
|
2015
Q3 | $16.7M | Buy |
325,599
+21,932
| +7% | +$1.13M | 0.15% | 72 |
|
|
2015
Q2 | $17.1M | Buy |
303,667
+20,779
| +7% | +$1.17M | 0.16% | 67 |
|
|
2015
Q1 | $15.4M | Buy |
282,888
+28,669
| +11% | +$1.56M | 0.14% | 70 |
|
|
2014
Q4 | $13.9M | Buy |
254,219
+38,984
| +18% | +$2.14M | 0.14% | 71 |
|
|
2014
Q3 | $11.2M | Buy |
215,235
+55,666
| +35% | +$2.89M | 0.13% | 80 |
|
|
2014
Q2 | $8.39M | Buy |
159,569
+15,576
| +11% | +$819K | 0.11% | 93 |
|
|
2014
Q1 | $7.16M | Sell |
143,993
-279
| -0.2% | -$13.9K | 0.11% | 91 |
|
|
2013
Q4 | $6.55M | Buy |
144,272
+23,992
| +20% | +$1.09M | 0.11% | 88 |
|
|
2013
Q3 | $4.97M | Buy |
120,280
+20,717
| +21% | +$856K | 0.1% | 84 |
|
|
2013
Q2 | $4.11M | Buy |
+99,563
| New | +$4.11M | 0.1% | 86 |
|