DIA
Dana Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $27.6M | Sell |
344,188
-15,209
| -4% | -$1.22M | 0.91% | 18 |
|
|
2025
Q1 | $25.8M | Sell |
359,397
-8,447
| -2% | -$606K | 0.92% | 18 |
|
|
2024
Q4 | $25.8M | Buy |
367,844
+9,259
| +3% | +$650K | 0.85% | 19 |
|
|
2024
Q3 | $20.3M | Sell |
358,585
-5,710
| -2% | -$323K | 0.67% | 32 |
|
|
2024
Q2 | $21.6M | Sell |
364,295
-29,061
| -7% | -$1.73M | 0.73% | 26 |
|
|
2024
Q1 | $22.8M | Sell |
393,356
-13,224
| -3% | -$766K | 0.76% | 24 |
|
|
2023
Q4 | $20M | Sell |
406,580
-9,706
| -2% | -$478K | 0.97% | 28 |
|
|
2023
Q3 | $17M | Buy |
416,286
+34,541
| +9% | +$1.41M | 0.87% | 36 |
|
|
2023
Q2 | $16.3M | Sell |
381,745
-18,340
| -5% | -$783K | 0.8% | 39 |
|
|
2023
Q1 | $15M | Sell |
400,085
-4,329
| -1% | -$162K | 0.76% | 42 |
|
|
2022
Q4 | $16.7M | Buy |
404,414
+17,352
| +4% | +$716K | 0.88% | 40 |
|
|
2022
Q3 | $15.6M | Buy |
387,062
+252,887
| +188% | +$10.2M | 0.88% | 38 |
|
|
2022
Q2 | $5.26M | Buy |
134,175
+17,083
| +15% | +$669K | 0.27% | 87 |
|
|
2022
Q1 | $5.67M | Sell |
117,092
-11,716
| -9% | -$568K | 0.26% | 80 |
|
|
2021
Q4 | $6.18M | Sell |
128,808
-4,386
| -3% | -$210K | 0.27% | 84 |
|
|
2021
Q3 | $6.18M | Buy |
133,194
+3,018
| +2% | +$140K | 0.28% | 83 |
|
|
2021
Q2 | $5.9M | Buy |
130,176
+5,700
| +5% | +$258K | 0.26% | 82 |
|
|
2021
Q1 | $4.86M | Buy |
124,476
+109,861
| +752% | +$4.29M | 0.22% | 88 |
|
|
2020
Q4 | $441K | Buy |
14,615
+1,547
| +12% | +$46.7K | 0.02% | 250 |
|
|
2020
Q3 | $307K | Buy |
13,068
+888
| +7% | +$20.9K | 0.02% | 251 |
|
|
2020
Q2 | $312K | Buy |
12,180
+5,057
| +71% | +$130K | 0.02% | 239 |
|
|
2020
Q1 | $204K | Buy |
7,123
+410
| +6% | +$11.7K | 0.01% | 260 |
|
|
2019
Q4 | $361K | Buy |
6,713
+33
| +0.5% | +$1.78K | 0.02% | 245 |
|
|
2019
Q3 | $337K | Sell |
6,680
-362
| -5% | -$18.3K | 0.02% | 231 |
|
|
2019
Q2 | $333K | Buy |
7,042
+1,718
| +32% | +$81.2K | 0.02% | 240 |
|
|
2019
Q1 | $257K | Buy |
+5,324
| New | +$257K | 0.01% | 257 |
|
|
2018
Q1 | – | Sell |
-44,831
| Closed | -$2.72M | – | 293 |
|
|
2017
Q4 | $2.72M | Sell |
44,831
-2,192
| -5% | -$133K | 0.12% | 130 |
|
|
2017
Q3 | $2.59M | Sell |
47,023
-651
| -1% | -$35.9K | 0.12% | 130 |
|
|
2017
Q2 | $2.64M | Sell |
47,674
-4,509
| -9% | -$250K | 0.12% | 134 |
|
|
2017
Q1 | $2.91M | Sell |
52,183
-5,214
| -9% | -$290K | 0.14% | 119 |
|
|
2016
Q4 | $3.16M | Sell |
57,397
-24,293
| -30% | -$1.34M | 0.15% | 122 |
|
|
2016
Q3 | $3.62M | Sell |
81,690
-608,940
| -88% | -$27M | 0.17% | 107 |
|
|
2016
Q2 | $32.7M | Buy |
690,630
+10,587
| +2% | +$501K | 1.45% | 18 |
|
|
2016
Q1 | $32.9M | Buy |
680,043
+646,893
| +1,951% | +$31.3M | 1.48% | 16 |
|
|
2015
Q4 | $33.2K | Sell |
33,150
-627,941
| -95% | -$628K | 1.61% | 17 |
|
|
2015
Q3 | $33.9M | Buy |
661,091
+35,767
| +6% | +$1.84M | 1.6% | 15 |
|
|
2015
Q2 | $35.2M | Buy |
625,324
+34,178
| +6% | +$1.92M | 1.65% | 11 |
|
|
2015
Q1 | $32.2M | Buy |
591,146
+71,755
| +14% | +$3.9M | 1.57% | 17 |
|
|
2014
Q4 | $28.5M | Sell |
519,391
-7,382
| -1% | -$405K | 1.15% | 33 |
|
|
2014
Q3 | $27.3M | Buy |
526,773
+15,357
| +3% | +$797K | 1.58% | 13 |
|
|
2014
Q2 | $26.9M | Buy |
511,416
+11,552
| +2% | +$607K | 1.57% | 13 |
|
|
2014
Q1 | $24.9M | Buy |
499,864
+8,751
| +2% | +$435K | 1.56% | 13 |
|
|
2013
Q4 | $22.3M | Sell |
491,113
-5,482
| -1% | -$249K | 1.43% | 16 |
|
|
2013
Q3 | $20.5M | Buy |
496,595
+4,849
| +1% | +$200K | 1.47% | 17 |
|
|
2013
Q2 | $20.3M | Buy |
+491,746
| New | +$20.3M | 1.54% | 13 |
|