Dakota Wealth 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 | $1.42M | Buy |
17,712
+483
| +3% | +$38.7K | 0.03% | 326 |
|
|
2025
Q1 | $1.24M | Sell |
17,229
-109
| -0.6% | -$7.83K | 0.03% | 339 |
|
|
2024
Q4 | $1.22M | Sell |
17,338
-2,136
| -11% | -$150K | 0.03% | 328 |
|
|
2024
Q3 | $1.1M | Sell |
19,474
-428
| -2% | -$24.2K | 0.02% | 353 |
|
|
2024
Q2 | $1.18M | Buy |
19,902
+3,173
| +19% | +$188K | 0.03% | 333 |
|
|
2024
Q1 | $970K | Buy |
16,729
+2,143
| +15% | +$124K | 0.02% | 377 |
|
|
2023
Q4 | $718K | Sell |
14,586
-1,200
| -8% | -$59.1K | 0.03% | 362 |
|
|
2023
Q3 | $645K | Sell |
15,786
-1,272
| -7% | -$52K | 0.03% | 354 |
|
|
2023
Q2 | $728K | Buy |
17,058
+100
| +0.6% | +$4.27K | 0.03% | 304 |
|
|
2023
Q1 | $634K | Buy |
16,958
+1,735
| +11% | +$64.9K | 0.04% | 314 |
|
|
2022
Q4 | $629K | Buy |
15,223
+6,090
| +67% | +$251K | 0.04% | 308 |
|
|
2022
Q3 | $368K | Buy |
9,133
+3,755
| +70% | +$151K | 0.03% | 392 |
|
|
2022
Q2 | $211K | Buy |
5,378
+811
| +18% | +$31.8K | 0.02% | 436 |
|
|
2022
Q1 | $222K | Buy |
+4,567
| New | +$222K | 0.02% | 396 |
|
|
2020
Q1 | – | Sell |
-8,970
| Closed | -$483K | – | 323 |
|
|
2019
Q4 | $483K | Buy |
+8,970
| New | +$483K | 0.08% | 197 |
|
|
2019
Q1 | – | Sell |
-6,599
| Closed | -$347K | – | 340 |
|
|
2018
Q4 | $347K | Hold |
6,599
| – | – | 0.08% | 199 |
|
|
2018
Q3 | $347K | Sell |
6,599
-2,540
| -28% | -$134K | 0.08% | 199 |
|
|
2018
Q2 | $507K | Buy |
+9,139
| New | +$507K | 0.14% | 125 |
|