EWA
EP Wealth Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Buy |
298,319
+58,083
| +24% | +$4.65M | 0.16% | 108 |
|
|
2025
Q1 | $17.2M | Buy |
240,236
+68,186
| +40% | +$4.9M | 0.14% | 119 |
|
|
2024
Q4 | $12.1M | Sell |
172,050
-34,281
| -17% | -$2.41M | 0.1% | 131 |
|
|
2024
Q3 | $11.7M | Buy |
206,331
+27,049
| +15% | +$1.53M | 0.1% | 131 |
|
|
2024
Q2 | $10.6M | Buy |
179,282
+51,234
| +40% | +$3.04M | 0.11% | 114 |
|
|
2024
Q1 | $7.42M | Sell |
128,048
-10,521
| -8% | -$610K | 0.09% | 133 |
|
|
2023
Q4 | $6.82M | Sell |
138,569
-1,526
| -1% | -$75.1K | 0.09% | 133 |
|
|
2023
Q3 | $5.72M | Buy |
140,095
+129,261
| +1,193% | +$5.28M | 0.09% | 134 |
|
|
2023
Q2 | $4.28M | Buy |
10,834
+7,367
| +212% | +$2.91M | 0.06% | 165 |
|
|
2023
Q1 | $249K | Sell |
3,467
-106,817
| -97% | -$7.66M | ﹤0.01% | 531 |
|
|
2022
Q4 | $4.55M | Sell |
110,284
-9,976
| -8% | -$412K | 0.08% | 133 |
|
|
2022
Q3 | $4.84M | Buy |
120,260
+3,394
| +3% | +$137K | 0.11% | 113 |
|
|
2022
Q2 | $4.58M | Buy |
116,866
+2,574
| +2% | +$101K | 0.1% | 117 |
|
|
2022
Q1 | $5.54M | Sell |
114,292
-5,431
| -5% | -$263K | 0.12% | 102 |
|
|
2021
Q4 | $5.74M | Sell |
119,723
-385
| -0.3% | -$18.5K | 0.14% | 94 |
|
|
2021
Q3 | $5.57M | Sell |
120,108
-2,149
| -2% | -$99.7K | 0.15% | 87 |
|
|
2021
Q2 | $5.54M | Buy |
122,257
+25,212
| +26% | +$1.14M | 0.15% | 94 |
|
|
2021
Q1 | $3.79M | Buy |
97,045
+39,695
| +69% | +$1.55M | 0.12% | 116 |
|
|
2020
Q4 | $1.73M | Sell |
57,350
-744
| -1% | -$22.5K | 0.06% | 139 |
|
|
2020
Q3 | $1.37M | Sell |
58,094
-8,884
| -13% | -$209K | 0.06% | 143 |
|
|
2020
Q2 | $1.72M | Sell |
66,978
-4,421
| -6% | -$113K | 0.07% | 128 |
|
|
2020
Q1 | $2.05M | Buy |
71,399
+19,497
| +38% | +$560K | 0.1% | 117 |
|
|
2019
Q4 | $2.79M | Buy |
51,902
+6,893
| +15% | +$371K | 0.12% | 110 |
|
|
2019
Q3 | $2.27M | Sell |
45,009
-3,629
| -7% | -$183K | 0.11% | 99 |
|
|
2019
Q2 | $2.3M | Buy |
+48,638
| New | +$2.3M | 0.14% | 74 |
|
|
2019
Q1 | – | Sell |
-56,955
| Closed | -$2.62M | – | 288 |
|
|
2018
Q4 | $2.62M | Sell |
56,955
-1,765
| -3% | -$81.3K | 0.2% | 70 |
|
|
2018
Q3 | $3.09M | Buy |
58,720
+18,206
| +45% | +$957K | 0.24% | 58 |
|
|
2018
Q2 | $2.25M | Sell |
40,514
-1,459
| -3% | -$80.9K | 0.21% | 61 |
|
|
2018
Q1 | $2.2M | Buy |
41,973
+5,986
| +17% | +$314K | 0.21% | 62 |
|
|
2017
Q4 | $2.18M | Buy |
35,987
+12,558
| +54% | +$762K | 0.23% | 51 |
|
|
2017
Q3 | $1.29M | Sell |
23,429
-2,644
| -10% | -$146K | 0.15% | 72 |
|
|
2017
Q2 | $1.45M | Buy |
26,073
+2,042
| +8% | +$113K | 0.18% | 74 |
|
|
2017
Q1 | $1.34M | Buy |
24,031
+459
| +2% | +$25.6K | 0.18% | 51 |
|
|
2016
Q4 | $1.29M | Sell |
23,572
-11,864
| -33% | -$648K | 0.19% | 52 |
|
|
2016
Q3 | $1.57M | Sell |
35,436
-13,021
| -27% | -$577K | 0.25% | 44 |
|
|
2016
Q2 | $2.29M | Buy |
48,457
+17,684
| +57% | +$837K | 0.37% | 45 |
|
|
2016
Q1 | $1.49M | Buy |
30,773
+7,513
| +32% | +$363K | 0.23% | 47 |
|
|
2015
Q4 | $1.26M | Buy |
23,260
+100
| +0.4% | +$5.43K | 0.21% | 62 |
|
|
2015
Q3 | $1.19M | Buy |
23,160
+900
| +4% | +$46.2K | 0.23% | 54 |
|
|
2015
Q2 | $1.25M | Buy |
22,260
+937
| +4% | +$52.7K | 0.23% | 43 |
|
|
2015
Q1 | $1.16M | Sell |
21,323
-4,806
| -18% | -$261K | 0.22% | 47 |
|
|
2014
Q4 | $1.43M | Buy |
26,129
+741
| +3% | +$40.6K | 0.24% | 57 |
|
|
2014
Q3 | $1.32M | Buy |
25,388
+11,930
| +89% | +$619K | 0.21% | 45 |
|
|
2014
Q2 | $707K | Buy |
13,458
+5,314
| +65% | +$279K | 0.16% | 53 |
|
|
2014
Q1 | $405K | Sell |
8,144
-439
| -5% | -$21.8K | 0.11% | 68 |
|
|
2013
Q4 | $390K | Sell |
8,583
-186
| -2% | -$8.45K | 0.1% | 82 |
|
|
2013
Q3 | $362K | Buy |
8,769
+1,361
| +18% | +$56.2K | 0.11% | 72 |
|
|
2013
Q2 | $306K | Buy |
+7,408
| New | +$306K | 0.11% | 65 |
|