Daiwa Securities Group’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $39.4M | Buy |
492,097
+16,301
| +3% | +$1.31M | 0.15% | 100 |
|
|
2025
Q1 | $34.2M | Buy |
475,796
+28,686
| +6% | +$2.06M | 0.14% | 102 |
|
|
2024
Q4 | $31.4M | Buy |
447,110
+21,204
| +5% | +$1.49M | 0.14% | 96 |
|
|
2024
Q3 | $24.1M | Buy |
425,906
+39,021
| +10% | +$2.2M | 0.11% | 114 |
|
|
2024
Q2 | $23M | Buy |
386,885
+28,170
| +8% | +$1.67M | 0.12% | 108 |
|
|
2024
Q1 | $20.8M | Buy |
358,715
+25,820
| +8% | +$1.5M | 0.12% | 111 |
|
|
2023
Q4 | $16.4M | Buy |
332,895
+19,692
| +6% | +$969K | 0.1% | 119 |
|
|
2023
Q3 | $12.8M | Buy |
313,203
+12,444
| +4% | +$508K | 0.09% | 133 |
|
|
2023
Q2 | $13.3M | Buy |
300,759
+2,440
| +0.8% | +$108K | 0.09% | 129 |
|
|
2023
Q1 | $11.6M | Buy |
298,319
+23,670
| +9% | +$922K | 0.08% | 140 |
|
|
2022
Q4 | $11.3M | Buy |
274,649
+18,524
| +7% | +$765K | 0.09% | 144 |
|
|
2022
Q3 | $10.3M | Buy |
256,125
+7,628
| +3% | +$307K | 0.09% | 138 |
|
|
2022
Q2 | $9.73M | Sell |
248,497
-4,068
| -2% | -$159K | 0.07% | 147 |
|
|
2022
Q1 | $12.2M | Buy |
252,565
+9,451
| +4% | +$458K | 0.08% | 136 |
|
|
2021
Q4 | $12.6M | Buy |
243,114
+4,701
| +2% | +$243K | 0.07% | 144 |
|
|
2021
Q3 | $12.5M | Buy |
238,413
+14,466
| +6% | +$760K | 0.08% | 127 |
|
|
2021
Q2 | $10.9M | Buy |
223,947
+12,496
| +6% | +$610K | 0.07% | 136 |
|
|
2021
Q1 | $8.63M | Sell |
211,451
-4,936
| -2% | -$201K | 0.06% | 144 |
|
|
2020
Q4 | $6.78M | Buy |
216,387
+896
| +0.4% | +$28.1K | 0.05% | 167 |
|
|
2020
Q3 | $7.78M | Sell |
215,491
-18,709
| -8% | -$676K | 0.07% | 124 |
|
|
2020
Q2 | $7.29M | Hold |
234,200
| – | – | 0.15% | 83 |
|
|
2020
Q1 | $7.67M | Buy |
234,200
+54,019
| +30% | +$1.77M | 0.08% | 124 |
|
|
2019
Q4 | $9.69M | Sell |
180,181
-26,274
| -13% | -$1.41M | 0.08% | 114 |
|
|
2019
Q3 | $10.4M | Buy |
206,455
+35,640
| +21% | +$1.8M | 0.09% | 103 |
|
|
2019
Q2 | $8.79M | Sell |
170,815
-4,104
| -2% | -$211K | 0.08% | 113 |
|
|
2019
Q1 | $8.9M | Sell |
174,919
-45,665
| -21% | -$2.32M | 0.08% | 111 |
|
|
2018
Q4 | $10.8M | Sell |
220,584
-35,951
| -14% | -$1.76M | 0.1% | 99 |
|
|
2018
Q3 | $13.9M | Buy |
256,535
+2,235
| +0.9% | +$121K | 0.12% | 78 |
|
|
2018
Q2 | $14.4M | Sell |
254,300
-1,611
| -0.6% | -$91.4K | 0.11% | 86 |
|
|
2018
Q1 | $13.4M | Sell |
255,911
-25
| -0% | -$1.31K | 0.11% | 93 |
|
|
2017
Q4 | $15.5M | Buy |
255,936
+7,868
| +3% | +$477K | 0.11% | 86 |
|
|
2017
Q3 | $13.7M | Sell |
248,068
-303,692
| -55% | -$16.7M | 0.09% | 97 |
|
|
2017
Q2 | $30.6M | Sell |
551,760
-151,340
| -22% | -$8.39M | 0.2% | 53 |
|
|
2017
Q1 | $39.1M | Buy |
703,100
+210,021
| +43% | +$11.7M | 0.25% | 52 |
|
|
2016
Q4 | $27.2M | Buy |
493,079
+241,844
| +96% | +$13.3M | 0.17% | 47 |
|
|
2016
Q3 | $11.1M | Sell |
251,235
-24,900
| -9% | -$1.1M | 0.07% | 100 |
|
|
2016
Q2 | $13.1M | Sell |
276,135
-36,600
| -12% | -$1.73M | 0.08% | 83 |
|
|
2016
Q1 | $15.1M | Sell |
312,735
-211,500
| -40% | -$10.2M | 0.1% | 77 |
|
|
2015
Q4 | $28.5M | Buy |
524,235
+23,300
| +5% | +$1.27M | 0.19% | 47 |
|
|
2015
Q3 | $25.7M | Sell |
500,935
-75,100
| -13% | -$3.86M | 0.18% | 53 |
|
|
2015
Q2 | $32.4M | Buy |
576,035
+103,500
| +22% | +$5.82M | 0.23% | 52 |
|
|
2015
Q1 | $25.7M | Sell |
472,535
-111,700
| -19% | -$6.08M | 0.17% | 50 |
|
|
2014
Q4 | $32M | Buy |
584,235
+357,700
| +158% | +$19.6M | 0.23% | 48 |
|
|
2014
Q3 | $11.8M | Sell |
226,535
-18,900
| -8% | -$980K | 0.09% | 83 |
|
|
2014
Q2 | $12.9M | Sell |
245,435
-9,200
| -4% | -$484K | 0.1% | 75 |
|
|
2014
Q1 | $12.7M | Sell |
254,635
-6,700
| -3% | -$333K | 0.1% | 78 |
|
|
2013
Q4 | $11.9M | Sell |
261,335
-39,900
| -13% | -$1.81M | 0.1% | 88 |
|
|
2013
Q3 | $12.4M | Sell |
301,235
-28,174
| -9% | -$1.16M | 0.1% | 92 |
|
|
2013
Q2 | $13.6M | Buy |
+329,409
| New | +$13.6M | 0.1% | 80 |
|