Equitable Holdings’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 | $3.65M | Sell |
45,533
-17,219
| -27% | -$1.38M | 0.03% | 405 |
|
|
2025
Q1 | $4.5M | Buy |
62,752
+9,144
| +17% | +$656K | 0.04% | 310 |
|
|
2024
Q4 | $3.77M | Buy |
53,608
+2,602
| +5% | +$183K | 0.04% | 334 |
|
|
2024
Q3 | $2.88M | Buy |
51,006
+1,480
| +3% | +$83.6K | 0.03% | 390 |
|
|
2024
Q2 | $2.94M | Buy |
49,526
+3,416
| +7% | +$203K | 0.03% | 368 |
|
|
2024
Q1 | $2.67M | Buy |
46,110
+12,076
| +35% | +$700K | 0.03% | 371 |
|
|
2023
Q4 | $1.68M | Sell |
34,034
-8,469
| -20% | -$417K | 0.02% | 458 |
|
|
2023
Q3 | $1.74M | Sell |
42,503
-10,692
| -20% | -$437K | 0.02% | 401 |
|
|
2023
Q2 | $2.27M | Buy |
53,195
+8,303
| +18% | +$354K | 0.03% | 325 |
|
|
2023
Q1 | $1.68M | Buy |
44,892
+803
| +2% | +$30K | 0.03% | 361 |
|
|
2022
Q4 | $1.82M | Buy |
44,089
+20,106
| +84% | +$830K | 0.03% | 320 |
|
|
2022
Q3 | $965K | Buy |
23,983
+863
| +4% | +$34.7K | 0.02% | 410 |
|
|
2022
Q2 | $906K | Buy |
23,120
+2
| +0% | +$78 | 0.02% | 428 |
|
|
2022
Q1 | $1.12M | Buy |
23,118
+3,376
| +17% | +$164K | 0.02% | 386 |
|
|
2021
Q4 | $947K | Sell |
19,742
-649
| -3% | -$31.1K | 0.01% | 412 |
|
|
2021
Q3 | $946K | Sell |
20,391
-523
| -3% | -$24.3K | 0.02% | 396 |
|
|
2021
Q2 | $947K | Sell |
20,914
-232
| -1% | -$10.5K | 0.02% | 385 |
|
|
2021
Q1 | $826K | Buy |
21,146
+7,990
| +61% | +$312K | 0.02% | 392 |
|
|
2020
Q4 | $397K | Sell |
13,156
-19,411
| -60% | -$586K | 0.01% | 504 |
|
|
2020
Q3 | $766K | Sell |
32,567
-6,601
| -17% | -$155K | 0.02% | 343 |
|
|
2020
Q2 | $1M | Buy |
39,168
+20,144
| +106% | +$516K | 0.03% | 304 |
|
|
2020
Q1 | $546K | Buy |
19,024
+6,541
| +52% | +$188K | 0.02% | 352 |
|
|
2019
Q4 | $672K | Buy |
+12,483
| New | +$672K | 0.02% | 351 |
|