Envestnet Asset Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $421M | Buy |
5,255,158
+586,334
| +13% | +$47M | 0.12% | 143 |
|
|
2025
Q1 | $335M | Buy |
4,668,824
+582,533
| +14% | +$41.8M | 0.11% | 170 |
|
|
2024
Q4 | $287M | Buy |
4,086,291
+285,247
| +8% | +$20M | 0.09% | 194 |
|
|
2024
Q3 | $215M | Sell |
3,801,044
-70,758
| -2% | -$4M | 0.07% | 257 |
|
|
2024
Q2 | $230M | Sell |
3,871,802
-19,907
| -0.5% | -$1.18M | 0.08% | 231 |
|
|
2024
Q1 | $226M | Buy |
3,891,709
+70,051
| +2% | +$4.06M | 0.08% | 235 |
|
|
2023
Q4 | $188M | Buy |
3,821,658
+223,914
| +6% | +$11M | 0.08% | 252 |
|
|
2023
Q3 | $147M | Buy |
3,597,744
+815,986
| +29% | +$33.3M | 0.07% | 273 |
|
|
2023
Q2 | $119M | Buy |
2,781,758
+133,748
| +5% | +$5.71M | 0.05% | 310 |
|
|
2023
Q1 | $99M | Buy |
2,648,010
+241,448
| +10% | +$9.03M | 0.05% | 327 |
|
|
2022
Q4 | $99.4M | Buy |
2,406,562
+79,852
| +3% | +$3.3M | 0.05% | 314 |
|
|
2022
Q3 | $93.6M | Buy |
2,326,710
+184,181
| +9% | +$7.41M | 0.05% | 296 |
|
|
2022
Q2 | $83.9M | Buy |
2,142,529
+163,847
| +8% | +$6.42M | 0.05% | 320 |
|
|
2022
Q1 | $95.9M | Buy |
1,978,682
+182,363
| +10% | +$8.84M | 0.05% | 321 |
|
|
2021
Q4 | $86.2M | Buy |
1,796,319
+131,625
| +8% | +$6.32M | 0.04% | 348 |
|
|
2021
Q3 | $77.3M | Buy |
1,664,694
+149,380
| +10% | +$6.93M | 0.04% | 345 |
|
|
2021
Q2 | $68.6M | Buy |
1,515,314
+36,860
| +2% | +$1.67M | 0.04% | 365 |
|
|
2021
Q1 | $57.8M | Buy |
1,478,454
+237,623
| +19% | +$9.28M | 0.04% | 373 |
|
|
2020
Q4 | $37.4M | Buy |
1,240,831
+10,080
| +0.8% | +$304K | 0.03% | 427 |
|
|
2020
Q3 | $28.9M | Sell |
1,230,751
-90,653
| -7% | -$2.13M | 0.03% | 442 |
|
|
2020
Q2 | $33.8M | Sell |
1,321,404
-1,172,073
| -47% | -$30M | 0.03% | 370 |
|
|
2020
Q1 | $71.6M | Buy |
2,493,477
+156,859
| +7% | +$4.5M | 0.08% | 177 |
|
|
2019
Q4 | $126M | Buy |
2,336,618
+256,546
| +12% | +$13.8M | 0.13% | 125 |
|
|
2019
Q3 | $105M | Buy |
2,080,072
+253,838
| +14% | +$12.8M | 0.11% | 139 |
|
|
2019
Q2 | $86.4M | Buy |
1,826,234
+170,400
| +10% | +$8.06M | 0.11% | 142 |
|
|
2019
Q1 | $80M | Buy |
1,655,834
+307,314
| +23% | +$14.8M | 0.11% | 140 |
|
|
2018
Q4 | $62.1M | Buy |
1,348,520
+1,318,330
| +4,367% | +$60.7M | 0.1% | 162 |
|
|
2018
Q3 | $1.59M | Sell |
30,190
-211,860
| -88% | -$11.1M | ﹤0.01% | 648 |
|
|
2018
Q2 | $13.4M | Sell |
242,050
-46
| -0% | -$2.55K | 0.03% | 265 |
|
|
2018
Q1 | $12.7M | Sell |
242,096
-484,059
| -67% | -$25.3M | 0.04% | 189 |
|
|
2017
Q4 | $44.1M | Sell |
726,155
-50,254
| -6% | -$3.05M | 0.1% | 110 |
|
|
2017
Q3 | $42.8M | Sell |
776,409
-128,979
| -14% | -$7.11M | 0.1% | 106 |
|
|
2017
Q2 | $50.2M | Sell |
905,388
-24,592
| -3% | -$1.36M | 0.14% | 95 |
|
|
2017
Q1 | $51.8M | Buy |
929,980
+4,283
| +0.5% | +$238K | 0.17% | 88 |
|
|
2016
Q4 | $51M | Sell |
925,697
-21,778
| -2% | -$1.2M | 0.19% | 82 |
|
|
2016
Q3 | $42M | Sell |
947,475
-234,946
| -20% | -$10.4M | 0.16% | 98 |
|
|
2016
Q2 | $56M | Sell |
1,182,421
-104,581
| -8% | -$4.95M | 0.22% | 75 |
|
|
2016
Q1 | $62.2M | Buy |
1,287,002
+4,493
| +0.4% | +$217K | 0.27% | 64 |
|
|
2015
Q4 | $69.7M | Buy |
1,282,509
+32,741
| +3% | +$1.78M | 0.32% | 56 |
|
|
2015
Q3 | $64.2M | Buy |
1,249,768
+33,088
| +3% | +$1.7M | 0.32% | 57 |
|
|
2015
Q2 | $68.4M | Buy |
1,216,680
+88,597
| +8% | +$4.98M | 0.33% | 54 |
|
|
2015
Q1 | $61.4M | Buy |
1,128,083
+1,046,678
| +1,286% | +$56.9M | 0.32% | 63 |
|
|
2014
Q4 | $4.46M | Sell |
81,405
-18,717
| -19% | -$1.03M | 0.05% | 234 |
|
|
2014
Q3 | $5.19M | Buy |
100,122
+95,304
| +1,978% | +$4.94M | 0.05% | 240 |
|
|
2014
Q2 | $253K | Sell |
4,818
-93,722
| -95% | -$4.92M | ﹤0.01% | 940 |
|
|
2014
Q1 | $4.9M | Buy |
98,540
+1,917
| +2% | +$95.3K | 0.05% | 206 |
|
|
2013
Q4 | $4.39M | Buy |
96,623
+5,011
| +5% | +$228K | 0.05% | 208 |
|
|
2013
Q3 | $3.79M | Sell |
91,612
-483
| -0.5% | -$20K | 0.05% | 215 |
|
|
2013
Q2 | $3.8M | Buy |
+92,095
| New | +$3.8M | 0.05% | 198 |
|