CX Institutional’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 | $1.65M | Buy |
20,526
+382
| +2% | +$30.6K | 0.06% | 208 |
|
|
2025
Q1 | $1.45M | Sell |
20,144
-289
| -1% | -$20.7K | 0.05% | 232 |
|
|
2024
Q4 | $1.44M | Buy |
20,433
+1,222
| +6% | +$85.8K | 0.06% | 211 |
|
|
2024
Q3 | $1.09M | Sell |
19,211
-592
| -3% | -$33.4K | 0.05% | 274 |
|
|
2024
Q2 | $1.18M | Sell |
19,803
-5
| -0% | -$297 | 0.06% | 255 |
|
|
2024
Q1 | $1.15M | Sell |
19,808
-472
| -2% | -$27.4K | 0.06% | 264 |
|
|
2023
Q4 | $998K | Buy |
20,280
+217
| +1% | +$10.7K | 0.05% | 255 |
|
|
2023
Q3 | $820K | Buy |
20,063
+500
| +3% | +$20.4K | 0.05% | 276 |
|
|
2023
Q2 | $835K | Buy |
19,563
+11,377
| +139% | +$486K | 0.04% | 296 |
|
|
2023
Q1 | $309K | Sell |
8,186
-2,505
| -23% | -$94.4K | 0.02% | 409 |
|
|
2022
Q4 | $441K | Buy |
10,691
+1,007
| +10% | +$41.6K | 0.03% | 382 |
|
|
2022
Q3 | $389K | Buy |
9,684
+1,198
| +14% | +$48.1K | 0.03% | 362 |
|
|
2022
Q2 | $332K | Sell |
8,486
-747
| -8% | -$29.2K | 0.03% | 374 |
|
|
2022
Q1 | $447K | Buy |
9,233
+909
| +11% | +$44K | 0.04% | 281 |
|
|
2021
Q4 | $399K | Buy |
8,324
+387
| +5% | +$18.6K | 0.03% | 261 |
|
|
2021
Q3 | $368K | Buy |
7,937
+251
| +3% | +$11.6K | 0.03% | 293 |
|
|
2021
Q2 | $348K | Sell |
7,686
-2,463
| -24% | -$112K | 0.03% | 282 |
|
|
2021
Q1 | $396K | Sell |
10,149
-83,474
| -89% | -$3.26M | 0.04% | 239 |
|
|
2020
Q4 | $2.83M | Sell |
93,623
-3,935
| -4% | -$119K | 0.27% | 107 |
|
|
2020
Q3 | $2.29M | Buy |
97,558
+32,095
| +49% | +$755K | 0.25% | 117 |
|
|
2020
Q2 | $1.68M | Buy |
65,463
+11,035
| +20% | +$283K | 0.22% | 124 |
|
|
2020
Q1 | $1.56M | Buy |
54,428
+50,437
| +1,264% | +$1.45M | 0.25% | 81 |
|
|
2019
Q4 | $215K | Hold |
3,991
| – | – | 0.04% | 192 |
|
|
2019
Q3 | $201K | Sell |
3,991
-1,831
| -31% | -$92.2K | 0.03% | 212 |
|
|
2019
Q2 | $275K | Buy |
5,822
+71
| +1% | +$3.35K | 0.04% | 199 |
|
|
2019
Q1 | $278K | Sell |
5,751
-31,218
| -84% | -$1.51M | 0.05% | 187 |
|
|
2018
Q4 | $1.7M | Buy |
36,969
+35,985
| +3,657% | +$1.66M | 0.36% | 66 |
|
|
2018
Q3 | $52K | Hold |
984
| – | – | 0.02% | 184 |
|
|
2018
Q2 | $55K | Buy |
+984
| New | +$55K | 0.02% | 153 |
|