Envestnet Asset Management’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421M | Buy |
|
|||||
|
2025
Q1 | $335M | Buy |
|
|||||
|
2024
Q4 | $287M | Buy |
|
|||||
|
2024
Q3 | $215M | Sell |
|
|||||
|
2024
Q2 | $230M | Sell |
|
|||||
|
2024
Q1 | $226M | Buy |
|
|||||
|
2023
Q4 | $188M | Buy |
|
|||||
|
2023
Q3 | $147M | Buy |
|
|||||
|
2023
Q2 | $119M | Buy |
|
|||||
|
2023
Q1 | $99M | Buy |
|
|||||
|
2022
Q4 | $99.4M | Buy |
|
|||||
|
2022
Q3 | $93.6M | Buy |
|
|||||
|
2022
Q2 | $83.9M | Buy |
|
|||||
|
2022
Q1 | $95.9M | Buy |
|
|||||
|
2021
Q4 | $86.2M | Buy |
|
|||||
|
2021
Q3 | $77.3M | Buy |
|
|||||
|
2021
Q2 | $68.6M | Buy |
|
|||||
|
2021
Q1 | $57.8M | Buy |
|
|||||
|
2020
Q4 | $37.4M | Buy |
|
|||||
|
2020
Q3 | $28.9M | Sell |
|
|||||
|
2020
Q2 | $33.8M | Sell |
|
|||||
|
2020
Q1 | $71.6M | Buy |
|
|||||
|
2019
Q4 | $126M | Buy |
|
|||||
|
2019
Q3 | $105M | Buy |
|
|||||
|
2019
Q2 | $86.4M | Buy |
|
|||||
|
2019
Q1 | $80M | Buy |
|
|||||
|
2018
Q4 | $62.1M | Buy |
|
|||||
|
2018
Q3 | $1.59M | Sell |
|
|||||
|
2018
Q2 | $13.4M | Sell |
|
|||||
|
2018
Q1 | $12.7M | Sell |
|
|||||
|
2017
Q4 | $44.1M | Sell |
|
|||||
|
2017
Q3 | $42.8M | Sell |
|
|||||
|
2017
Q2 | $50.2M | Sell |
|
|||||
|
2017
Q1 | $51.8M | Buy |
|
|||||
|
2016
Q4 | $51M | Sell |
|
|||||
|
2016
Q3 | $42M | Sell |
|
|||||
|
2016
Q2 | $56M | Sell |
|
|||||
|
2016
Q1 | $62.2M | Buy |
|
|||||
|
2015
Q4 | $69.7M | Buy |
|
|||||
|
2015
Q3 | $64.2M | Buy |
|
|||||
|
2015
Q2 | $68.4M | Buy |
|
|||||
|
2015
Q1 | $61.4M | Buy |
|
|||||
|
2014
Q4 | $4.46M | Sell |
|
|||||
|
2014
Q3 | $5.19M | Buy |
|
|||||
|
2014
Q2 | $253K | Sell |
|
|||||
|
2014
Q1 | $4.9M | Buy |
|
|||||
|
2013
Q4 | $4.39M | Buy |
|
|||||
|
2013
Q3 | $3.79M | Sell |
|
|||||
|
2013
Q2 | $3.8M | Buy |
|