Crossmark Global Holdings’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 | $38.5M | Buy |
480,263
+7,613
| +2% | +$610K | 0.62% | 24 |
|
|
2025
Q1 | $33.9M | Buy |
472,650
+167,312
| +55% | +$12M | 0.6% | 26 |
|
|
2024
Q4 | $21.4M | Sell |
305,338
-248,564
| -45% | -$17.5M | 0.39% | 52 |
|
|
2024
Q3 | $31.3M | Buy |
553,902
+42,705
| +8% | +$2.41M | 0.56% | 31 |
|
|
2024
Q2 | $30.4M | Buy |
511,197
+1,341
| +0.3% | +$79.6K | 0.58% | 26 |
|
|
2024
Q1 | $29.6M | Sell |
509,856
-23,992
| -4% | -$1.39M | 0.57% | 25 |
|
|
2023
Q4 | $26.3M | Sell |
533,848
-3,850
| -0.7% | -$189K | 0.55% | 33 |
|
|
2023
Q3 | $21.4M | Buy |
537,698
+64,973
| +14% | +$2.59M | 0.49% | 37 |
|
|
2023
Q2 | $21.8M | Buy |
472,725
+33,351
| +8% | +$1.54M | 0.47% | 37 |
|
|
2023
Q1 | $16.4M | Buy |
439,374
+21,473
| +5% | +$803K | 0.39% | 57 |
|
|
2022
Q4 | $17.3M | Buy |
417,901
+192,835
| +86% | +$7.96M | 0.43% | 47 |
|
|
2022
Q3 | $9.05M | Sell |
225,066
-49,033
| -18% | -$1.97M | 0.25% | 98 |
|
|
2022
Q2 | $10.7M | Sell |
274,099
-10,069
| -4% | -$394K | 0.28% | 86 |
|
|
2022
Q1 | $13.8M | Buy |
284,168
+4,205
| +2% | +$204K | 0.31% | 77 |
|
|
2021
Q4 | $13.4M | Buy |
279,963
+22,408
| +9% | +$1.08M | 0.29% | 86 |
|
|
2021
Q3 | $12M | Buy |
257,555
+76,768
| +42% | +$3.56M | 0.28% | 93 |
|
|
2021
Q2 | $8.19M | Buy |
180,787
+3,455
| +2% | +$156K | 0.19% | 131 |
|
|
2021
Q1 | $6.93M | Sell |
177,332
-29,787
| -14% | -$1.16M | 0.17% | 142 |
|
|
2020
Q4 | $6.25M | Sell |
207,119
-8,997
| -4% | -$272K | 0.16% | 154 |
|
|
2020
Q3 | $5.08M | Buy |
216,116
+3,080
| +1% | +$72.4K | 0.14% | 166 |
|
|
2020
Q2 | $5.45M | Sell |
213,036
-128,224
| -38% | -$3.28M | 0.16% | 146 |
|
|
2020
Q1 | $9.79M | Sell |
341,260
-39,639
| -10% | -$1.14M | 0.35% | 72 |
|
|
2019
Q4 | $20.5M | Sell |
380,899
-7,223
| -2% | -$389K | 0.56% | 26 |
|
|
2019
Q3 | $19.6M | Sell |
388,122
-2,794
| -0.7% | -$141K | 0.57% | 30 |
|
|
2019
Q2 | $18.5M | Buy |
390,916
+4,270
| +1% | +$202K | 0.52% | 36 |
|
|
2019
Q1 | $18.7M | Buy |
386,646
+113,427
| +42% | +$5.48M | 0.53% | 34 |
|
|
2018
Q4 | $12.6M | Sell |
273,219
-34,603
| -11% | -$1.59M | 0.39% | 51 |
|
|
2018
Q3 | $16.2M | Sell |
307,822
-27,200
| -8% | -$1.43M | 0.41% | 43 |
|
|
2018
Q2 | $18.6M | Buy |
335,022
+550
| +0.2% | +$30.5K | 0.5% | 36 |
|
|
2018
Q1 | $17.5M | Buy |
334,472
+6,935
| +2% | +$363K | 0.45% | 39 |
|
|
2017
Q4 | $19.9M | Buy |
327,537
+17,568
| +6% | +$1.07M | 0.48% | 36 |
|
|
2017
Q3 | $17.1M | Buy |
+309,969
| New | +$17.1M | 0.44% | 42 |
|
|
2016
Q3 | $17.1M | Buy |
+309,969
| New | +$17.1M | 0.44% | 42 |
|