Ethic Inc’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 | $4.8M | Buy |
60,381
+1,752
| +3% | +$139K | 0.09% | 245 |
|
|
2025
Q1 | $4.18M | Buy |
58,629
+4,581
| +8% | +$327K | 0.08% | 244 |
|
|
2024
Q4 | $3.8M | Buy |
54,048
+19,955
| +59% | +$1.4M | 0.08% | 266 |
|
|
2024
Q3 | $1.98M | Sell |
34,093
-4,936
| -13% | -$286K | 0.05% | 397 |
|
|
2024
Q2 | $2.32M | Buy |
39,029
+4,936
| +14% | +$293K | 0.05% | 353 |
|
|
2024
Q1 | $1.98M | Buy |
34,093
+1,486
| +5% | +$86.1K | 0.05% | 397 |
|
|
2023
Q4 | $1.6M | Buy |
32,607
+11,486
| +54% | +$565K | 0.05% | 410 |
|
|
2023
Q3 | $863K | Buy |
21,121
+3,683
| +21% | +$150K | 0.03% | 521 |
|
|
2023
Q2 | $744K | Buy |
17,438
+1,969
| +13% | +$84K | 0.03% | 532 |
|
|
2023
Q1 | $578K | Sell |
15,469
-33
| -0.2% | -$1.23K | 0.02% | 609 |
|
|
2022
Q4 | $640K | Buy |
15,502
+5,325
| +52% | +$220K | 0.03% | 495 |
|
|
2022
Q3 | $409K | Buy |
10,177
+2,875
| +39% | +$116K | 0.03% | 549 |
|
|
2022
Q2 | $286K | Sell |
7,302
-750
| -9% | -$29.4K | 0.02% | 633 |
|
|
2022
Q1 | $390K | Buy |
8,052
+1,728
| +27% | +$83.7K | 0.03% | 529 |
|
|
2021
Q4 | $303K | Buy |
+6,324
| New | +$303K | 0.02% | 529 |
|
|
2021
Q2 | – | Sell |
-11,183
| Closed | -$437K | – | 583 |
|
|
2021
Q1 | $437K | Sell |
11,183
-30
| -0.3% | -$1.17K | 0.08% | 302 |
|
|
2020
Q4 | $338K | Buy |
11,213
+2,621
| +31% | +$79K | 0.09% | 283 |
|
|
2020
Q3 | $202K | Buy |
+8,592
| New | +$202K | 0.08% | 307 |
|
|
2020
Q1 | – | Sell |
-6,102
| Closed | -$328K | – | 241 |
|
|
2019
Q4 | $328K | Buy |
+6,102
| New | +$328K | 0.24% | 141 |
|