Destination Wealth Management’s Wells Fargo WFC Stock Holding History

Destination Wealth Management’s Portfolio WFC Stock Details WFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$344K	Sell	4,291 -495	-10%	-$39.7K	0.01%	205
2025 Q1	$344K	Sell	4,786 -4,145	-46%	-$298K	0.01%	195
2024 Q4	$627K	Buy	8,931 +4,118	+86%	+$289K	0.02%	142
2024 Q3	$272K	Sell	4,813 -3,208	-40%	-$181K	0.01%	198
2024 Q2	$476K	Buy	+8,021	New	+$476K	0.02%	152
2022 Q3	–	Sell	-7,198	Closed	-$282K	–	202
2022 Q2	$282K	Buy	7,198 +158	+2%	+$6.19K	0.01%	171
2022 Q1	$341K	Buy	+7,040	New	+$341K	0.01%	152
2021 Q3	–	Sell	-6,040	Closed	-$274K	–	184
2021 Q2	$274K	Buy	+6,040	New	+$274K	0.01%	164
2019 Q3	–	Sell	-4,191	Closed	-$198K	–	510
2019 Q2	$198K	Buy	4,191 +1,724	+70%	+$81.4K	0.01%	141
2019 Q1	$119K	Sell	2,467 -668	-21%	-$32.2K	0.01%	176
2018 Q4	$144K	Buy	3,135 +43	+1%	+$1.98K	0.01%	157
2018 Q3	$163K	Sell	3,092 -296	-9%	-$15.6K	0.01%	169
2018 Q2	$188K	Sell	3,388 -16,453	-83%	-$913K	0.01%	143
2018 Q1	$6.71M	Buy	19,841 +14,786	+293%	+$5M	0.41%	52
2017 Q4	$307K	Sell	5,055 -2,070	-29%	-$126K	0.02%	131
2017 Q3	$393K	Sell	7,125 -5	-0.1%	-$276	0.03%	121
2017 Q2	$395K	Sell	7,130 -4,149	-37%	-$230K	0.03%	118
2017 Q1	$628K	Sell	11,279 -2,058	-15%	-$115K	0.04%	102
2016 Q4	$735K	Buy	13,337 +3,229	+32%	+$178K	0.05%	97
2016 Q3	$448K	Buy	10,108 +970	+11%	+$43K	0.03%	110
2016 Q2	$432K	Buy	9,138 +3,382	+59%	+$160K	0.04%	106
2016 Q1	$313K	Hold	5,756	–	–	0.03%	110
2015 Q4	$313K	Buy	5,756 +951	+20%	+$51.7K	0.03%	110
2015 Q3	$247K	Sell	4,805 -45,979	-91%	-$2.36M	0.03%	111
2015 Q2	$2.86M	Buy	50,784 +46,614	+1,118%	+$2.62M	0.19%	82
2015 Q1	$227K	Sell	4,170 -180	-4%	-$9.8K	0.02%	102
2014 Q4	$238K	Sell	4,350 -496	-10%	-$27.1K	0.02%	108
2014 Q3	$251K	Sell	4,846 -2,680	-36%	-$139K	0.03%	118
2014 Q2	$396K	Buy	7,526 +624	+9%	+$32.8K	0.04%	105
2014 Q1	$343K	Sell	6,902 -5,127	-43%	-$255K	0.04%	99
2013 Q4	$546K	Buy	+12,029	New	+$546K	0.06%	76