Creative Planning’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $75.9M | Buy |
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|
2025
Q1 | $67.7M | Buy |
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|
2024
Q4 | $61.6M | Sell |
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|
2024
Q3 | $47.7M | Buy |
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|
2024
Q2 | $48.5M | Buy |
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|
2024
Q1 | $45.1M | Buy |
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|
2023
Q4 | $36.6M | Sell |
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|
2023
Q3 | $32.9M | Buy |
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|
2023
Q2 | $28.9M | Buy |
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|
2023
Q1 | $24.4M | Buy |
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|
2022
Q4 | $25.2M | Sell |
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|
2022
Q3 | $25.4M | Sell |
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|
2022
Q2 | $27.6M | Buy |
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|
2022
Q1 | $31.8M | Buy |
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|
2021
Q4 | $30.1M | Sell |
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|
2021
Q3 | $33.5M | Buy |
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|
2021
Q2 | $28.7M | Buy |
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|
2021
Q1 | $20M | Buy |
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|
2020
Q4 | $15.1M | Buy |
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|
2020
Q3 | $11.6M | Buy |
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|
2020
Q2 | $11.4M | Sell |
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|
2020
Q1 | $13.4M | Sell |
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|
2019
Q4 | $28.2M | Sell |
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|
2019
Q3 | $26.9M | Sell |
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|
2019
Q2 | $26.4M | Buy |
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|
2019
Q1 | $24.8M | Sell |
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|
2018
Q4 | $24.5M | Sell |
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|
2018
Q3 | $28.2M | Sell |
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|
2018
Q2 | $31.4M | Buy |
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|
2018
Q1 | $27.6M | Buy |
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|
2017
Q4 | $31.3M | Sell |
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|
2017
Q3 | $28.5M | Sell |
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|
2017
Q2 | $29M | Buy |
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|
2017
Q1 | $29M | Buy |
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|
2016
Q4 | $27M | Sell |
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|
2016
Q3 | $22.4M | Buy |
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|
2016
Q2 | $18.9M | Buy |
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|
2016
Q1 | $18.5M | Buy |
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|
2015
Q4 | $19M | Buy |
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|
2015
Q3 | $16.7M | Buy |
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|
2015
Q2 | $17.1M | Buy |
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|
2015
Q1 | $15.4M | Buy |
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|
2014
Q4 | $13.9M | Buy |
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|
2014
Q3 | $11.2M | Buy |
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|
2014
Q2 | $8.39M | Buy |
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|
2014
Q1 | $7.16M | Sell |
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|
2013
Q4 | $6.55M | Buy |
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|
2013
Q3 | $4.97M | Buy |
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|
2013
Q2 | $4.11M | Buy |
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