Deseret Mutual Benefit Administrators’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 | $723K | Hold |
9,021
| – | – | 0.34% | 50 |
|
|
2025
Q1 | $648K | Sell |
9,021
-961
| -10% | -$69K | 0.32% | 52 |
|
|
2024
Q4 | $701K | Sell |
9,982
-441
| -4% | -$31K | 0.34% | 48 |
|
|
2024
Q3 | $589K | Sell |
10,423
-610
| -6% | -$34.5K | 0.3% | 53 |
|
|
2024
Q2 | $655K | Sell |
11,033
-1,238
| -10% | -$73.5K | 0.3% | 50 |
|
|
2024
Q1 | $711K | Sell |
12,271
-20
| -0.2% | -$1.16K | 0.36% | 51 |
|
|
2023
Q4 | $605K | Sell |
12,291
-3,987
| -24% | -$196K | 0.35% | 50 |
|
|
2023
Q3 | $665K | Sell |
16,278
-2,063
| -11% | -$84.3K | 0.33% | 52 |
|
|
2023
Q2 | $783K | Buy |
18,341
+82
| +0.4% | +$3.5K | 0.3% | 51 |
|
|
2023
Q1 | $683K | Buy |
18,259
+346
| +2% | +$12.9K | 0.27% | 53 |
|
|
2022
Q4 | $740K | Sell |
17,913
-15,384
| -46% | -$635K | 0.3% | 46 |
|
|
2022
Q3 | $1.34M | Sell |
33,297
-7,389
| -18% | -$297K | 0.38% | 42 |
|
|
2022
Q2 | $1.59M | Buy |
40,686
+505
| +1% | +$19.8K | 0.36% | 43 |
|
|
2022
Q1 | $1.95M | Sell |
40,181
-12,025
| -23% | -$583K | 0.39% | 42 |
|
|
2021
Q4 | $2.51M | Sell |
52,206
-5,956
| -10% | -$286K | 0.42% | 39 |
|
|
2021
Q3 | $2.7M | Sell |
58,162
-25,469
| -30% | -$1.18M | 0.5% | 32 |
|
|
2021
Q2 | $3.79M | Buy |
+83,631
| New | +$3.79M | 0.92% | 8 |
|