Cresset Asset Management’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 | $23M | Sell |
287,663
-14,818
| -5% | -$1.19M | 0.1% | 121 |
|
|
2025
Q1 | $21.7M | Sell |
302,481
-17,764
| -6% | -$1.28M | 0.11% | 116 |
|
|
2024
Q4 | $22.5M | Sell |
320,245
-453,568
| -59% | -$31.9M | 0.11% | 115 |
|
|
2024
Q3 | $43.7M | Sell |
773,813
-4,123
| -0.5% | -$233K | 0.17% | 86 |
|
|
2024
Q2 | $46.2M | Buy |
777,936
+3,342
| +0.4% | +$198K | 0.19% | 78 |
|
|
2024
Q1 | $44.9M | Buy |
774,594
+124,210
| +19% | +$7.2M | 0.22% | 68 |
|
|
2023
Q4 | $32M | Buy |
650,384
+4,650
| +0.7% | +$229K | 0.19% | 75 |
|
|
2023
Q3 | $26.4M | Buy |
645,734
+5,408
| +0.8% | +$221K | 0.1% | 81 |
|
|
2023
Q2 | $27.3M | Buy |
640,326
+562,181
| +719% | +$24M | 0.03% | 74 |
|
|
2023
Q1 | $2.92M | Sell |
78,145
-753
| -1% | -$28.1K | 0.06% | 184 |
|
|
2022
Q4 | $1.63M | Sell |
78,898
-18,320
| -19% | -$378K | 0.02% | 231 |
|
|
2022
Q3 | $3.91M | Buy |
97,218
+13,739
| +16% | +$553K | 0.05% | 147 |
|
|
2022
Q2 | $3.19M | Buy |
83,479
+26,071
| +45% | +$998K | 0.04% | 167 |
|
|
2022
Q1 | $2.78M | Sell |
57,408
-2,758
| -5% | -$134K | 0.03% | 209 |
|
|
2021
Q4 | $2.89M | Buy |
60,166
+8,996
| +18% | +$432K | 0.03% | 237 |
|
|
2021
Q3 | $2.37M | Buy |
51,170
+12,221
| +31% | +$567K | 0.03% | 201 |
|
|
2021
Q2 | $1.76M | Sell |
38,949
-153
| -0.4% | -$6.93K | 0.03% | 229 |
|
|
2021
Q1 | $1.53M | Buy |
39,102
+9,053
| +30% | +$354K | 0.02% | 213 |
|
|
2020
Q4 | $907K | Sell |
30,049
-13,087
| -30% | -$395K | 0.01% | 259 |
|
|
2020
Q3 | $1.02M | Sell |
43,136
-587
| -1% | -$13.8K | 0.02% | 229 |
|
|
2020
Q2 | $1.12M | Sell |
43,723
-7,577
| -15% | -$194K | 0.02% | 200 |
|
|
2020
Q1 | $1.47M | Buy |
51,300
+905
| +2% | +$26K | 0.04% | 140 |
|
|
2019
Q4 | $2.71M | Buy |
50,395
+4,130
| +9% | +$222K | 0.07% | 109 |
|
|
2019
Q3 | $2.33M | Buy |
46,265
+8,715
| +23% | +$440K | 0.07% | 123 |
|
|
2019
Q2 | $1.78M | Buy |
37,550
+12,568
| +50% | +$595K | 0.06% | 130 |
|
|
2019
Q1 | $1.21M | Buy |
24,982
+9,517
| +62% | +$460K | 0.05% | 96 |
|
|
2018
Q4 | $713K | Buy |
+15,465
| New | +$713K | 0.04% | 96 |
|