Eagle Global Advisors’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 | $674K | Hold |
8,418
| – | – | 0.03% | 179 |
|
|
2025
Q1 | $604K | Hold |
8,418
| – | – | 0.02% | 190 |
|
|
2024
Q4 | $591K | Sell |
8,418
-95
| -1% | -$6.67K | 0.02% | 185 |
|
|
2024
Q3 | $481K | Sell |
8,513
-180,342
| -95% | -$10.2M | 0.02% | 183 |
|
|
2024
Q2 | $11.2M | Buy |
188,855
+268
| +0.1% | +$15.9K | 0.59% | 43 |
|
|
2024
Q1 | $10.9M | Sell |
188,587
-125
| -0.1% | -$7.25K | 0.62% | 47 |
|
|
2023
Q4 | $9.29M | Sell |
188,712
-3,922
| -2% | -$193K | 0.56% | 53 |
|
|
2023
Q3 | $7.87M | Sell |
192,634
-921
| -0.5% | -$37.6K | 0.51% | 56 |
|
|
2023
Q2 | $8.26M | Sell |
193,555
-8,612
| -4% | -$368K | 0.54% | 53 |
|
|
2023
Q1 | $7.56M | Sell |
202,167
-212
| -0.1% | -$7.93K | 0.51% | 54 |
|
|
2022
Q4 | $8.36M | Sell |
202,379
-1,028
| -0.5% | -$42.4K | 0.58% | 50 |
|
|
2022
Q3 | $8.18M | Sell |
203,407
-1,489
| -0.7% | -$59.9K | 0.61% | 48 |
|
|
2022
Q2 | $8.03M | Sell |
204,896
-628
| -0.3% | -$24.6K | 0.59% | 53 |
|
|
2022
Q1 | $9.96M | Buy |
205,524
+2,097
| +1% | +$102K | 0.61% | 47 |
|
|
2021
Q4 | $9.76M | Buy |
203,427
+101
| +0% | +$4.85K | 0.61% | 49 |
|
|
2021
Q3 | $9.44M | Sell |
203,326
-636
| -0.3% | -$29.5K | 0.62% | 48 |
|
|
2021
Q2 | $9.24M | Buy |
203,962
+6,606
| +3% | +$299K | 0.6% | 51 |
|
|
2021
Q1 | $7.71M | Buy |
+197,356
| New | +$7.71M | 0.57% | 51 |
|
|
2019
Q4 | – | Sell |
-102,759
| Closed | -$5.18M | – | 227 |
|
|
2019
Q3 | $5.18M | Sell |
102,759
-3,646
| -3% | -$184K | 0.22% | 70 |
|
|
2019
Q2 | $5.04M | Sell |
106,405
-5,152
| -5% | -$244K | 0.2% | 82 |
|
|
2019
Q1 | $5.39M | Sell |
111,557
-68
| -0.1% | -$3.29K | 0.21% | 84 |
|
|
2018
Q4 | $5.14M | Sell |
111,625
-59,827
| -35% | -$2.76M | 0.22% | 83 |
|
|
2018
Q3 | $9.01M | Buy |
171,452
+50,201
| +41% | +$2.64M | 0.28% | 68 |
|
|
2018
Q2 | $6.72M | Buy |
121,251
+382
| +0.3% | +$21.2K | 0.21% | 77 |
|
|
2018
Q1 | $6.34M | Buy |
120,869
+2,797
| +2% | +$147K | 0.22% | 87 |
|
|
2017
Q4 | $7.16M | Sell |
118,072
-1,017
| -0.9% | -$61.7K | 0.22% | 84 |
|
|
2017
Q3 | $6.57M | Sell |
119,089
-536
| -0.4% | -$29.6K | 0.2% | 80 |
|
|
2017
Q2 | $6.63M | Buy |
119,625
+2,172
| +2% | +$120K | 0.19% | 82 |
|
|
2017
Q1 | $6.54M | Buy |
117,453
+132
| +0.1% | +$7.35K | 0.18% | 82 |
|
|
2016
Q4 | $6.47M | Sell |
117,321
-2,528
| -2% | -$139K | 0.18% | 89 |
|
|
2016
Q3 | $5.31M | Buy |
119,849
+48,997
| +69% | +$2.17M | 0.15% | 101 |
|
|
2016
Q2 | $3.35M | Sell |
70,852
-108
| -0.2% | -$5.11K | 0.1% | 127 |
|
|
2016
Q1 | $3.43M | Sell |
70,960
-283
| -0.4% | -$13.7K | 0.12% | 120 |
|
|
2015
Q4 | $3.87M | Buy |
71,243
+831
| +1% | +$45.2K | 0.13% | 119 |
|
|
2015
Q3 | $3.62M | Buy |
70,412
+32
| +0% | +$1.64K | 0.12% | 126 |
|
|
2015
Q2 | $3.96M | Buy |
70,380
+926
| +1% | +$52.1K | 0.1% | 135 |
|
|
2015
Q1 | $3.78M | Buy |
69,454
+155
| +0.2% | +$8.43K | 0.1% | 131 |
|
|
2014
Q4 | $3.8M | Sell |
69,299
-679
| -1% | -$37.2K | 0.1% | 134 |
|
|
2014
Q3 | $3.63M | Sell |
69,978
-82
| -0.1% | -$4.25K | 0.09% | 135 |
|
|
2014
Q2 | $3.68M | Sell |
70,060
-2,547
| -4% | -$134K | 0.09% | 132 |
|
|
2014
Q1 | $3.61M | Sell |
72,607
-1,044
| -1% | -$51.9K | 0.11% | 127 |
|
|
2013
Q4 | $3.34M | Sell |
73,651
-2,198
| -3% | -$99.8K | 0.11% | 140 |
|
|
2013
Q3 | $3.13M | Sell |
75,849
-1,517
| -2% | -$62.7K | 0.11% | 139 |
|
|
2013
Q2 | $3.19M | Buy |
+77,366
| New | +$3.19M | 0.12% | 131 |
|