Financial Counselors 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 | – | Sell |
-15,692
| Closed | -$1.13M | – | 548 |
|
|
2025
Q1 | $1.13M | Sell |
15,692
-2,827
| -15% | -$203K | 0.02% | 325 |
|
|
2024
Q4 | $1.3M | Sell |
18,519
-491
| -3% | -$34.5K | 0.02% | 303 |
|
|
2024
Q3 | $1.07M | Buy |
19,010
+373
| +2% | +$21.1K | 0.02% | 333 |
|
|
2024
Q2 | $1.11M | Buy |
18,637
+3,441
| +23% | +$204K | 0.02% | 318 |
|
|
2024
Q1 | $881K | Buy |
15,196
+1,535
| +11% | +$89K | 0.01% | 343 |
|
|
2023
Q4 | $672K | Sell |
13,661
-5,649
| -29% | -$278K | 0.01% | 365 |
|
|
2023
Q3 | $789K | Sell |
19,310
-948
| -5% | -$38.7K | 0.02% | 340 |
|
|
2023
Q2 | $865K | Sell |
20,258
-1,805
| -8% | -$77.1K | 0.02% | 308 |
|
|
2023
Q1 | $825K | Sell |
22,063
-3,019
| -12% | -$113K | 0.02% | 315 |
|
|
2022
Q4 | $1.04M | Buy |
25,082
+4,604
| +22% | +$190K | 0.02% | 299 |
|
|
2022
Q3 | $824K | Buy |
20,478
+1,176
| +6% | +$47.3K | 0.02% | 309 |
|
|
2022
Q2 | $756K | Buy |
19,302
+3,294
| +21% | +$129K | 0.02% | 320 |
|
|
2022
Q1 | $776K | Buy |
16,008
+3,649
| +30% | +$177K | 0.02% | 326 |
|
|
2021
Q4 | $593K | Sell |
12,359
-10,386
| -46% | -$498K | 0.01% | 348 |
|
|
2021
Q3 | $1.06M | Sell |
22,745
-2,236
| -9% | -$104K | 0.02% | 305 |
|
|
2021
Q2 | $1.13M | Sell |
24,981
-4,192
| -14% | -$190K | 0.02% | 295 |
|
|
2021
Q1 | $1.14M | Sell |
29,173
-2,577
| -8% | -$101K | 0.03% | 289 |
|
|
2020
Q4 | $958K | Sell |
31,750
-8,158
| -20% | -$246K | 0.02% | 303 |
|
|
2020
Q3 | $938K | Sell |
39,908
-8,799
| -18% | -$207K | 0.03% | 289 |
|
|
2020
Q2 | $1.25M | Buy |
48,707
+37,831
| +348% | +$969K | 0.04% | 283 |
|
|
2020
Q1 | $312K | Sell |
10,876
-4,250
| -28% | -$122K | 0.01% | 358 |
|
|
2019
Q4 | $814K | Buy |
15,126
+382
| +3% | +$20.6K | 0.03% | 299 |
|
|
2019
Q3 | $744K | Sell |
14,744
-1,470
| -9% | -$74.2K | 0.03% | 301 |
|
|
2019
Q2 | $767K | Buy |
16,214
+1,740
| +12% | +$82.3K | 0.03% | 295 |
|
|
2019
Q1 | $699K | Sell |
14,474
-1,371
| -9% | -$66.2K | 0.03% | 304 |
|
|
2018
Q4 | $730K | Sell |
15,845
-4,316
| -21% | -$199K | 0.04% | 290 |
|
|
2018
Q3 | $1.06M | Buy |
20,161
+1,487
| +8% | +$78.2K | 0.05% | 271 |
|
|
2018
Q2 | $1.04M | Buy |
18,674
+2,145
| +13% | +$119K | 0.05% | 273 |
|
|
2018
Q1 | $866K | Sell |
16,529
-8,242
| -33% | -$432K | 0.04% | 288 |
|
|
2017
Q4 | $1.5M | Sell |
24,771
-7,403
| -23% | -$449K | 0.07% | 249 |
|
|
2017
Q3 | $1.77M | Buy |
32,174
+2,395
| +8% | +$132K | 0.09% | 226 |
|
|
2017
Q2 | $1.65M | Sell |
29,779
-1,303
| -4% | -$72.2K | 0.08% | 231 |
|
|
2017
Q1 | $1.73M | Sell |
31,082
-57,492
| -65% | -$3.2M | 0.09% | 225 |
|
|
2016
Q4 | $4.88M | Buy |
+88,574
| New | +$4.88M | 0.26% | 133 |
|
|
2016
Q2 | $9.19M | Sell |
194,133
-3,270
| -2% | -$155K | 0.55% | 55 |
|
|
2016
Q1 | $9.55M | Buy |
197,403
+87,012
| +79% | +$4.21M | 0.59% | 44 |
|
|
2015
Q4 | $6M | Buy |
110,391
+1,127
| +1% | +$61.3K | 0.39% | 85 |
|
|
2015
Q3 | $5.61M | Buy |
109,264
+4,563
| +4% | +$234K | 0.39% | 88 |
|
|
2015
Q2 | $5.89M | Sell |
104,701
-1,516
| -1% | -$85.3K | 0.37% | 92 |
|
|
2015
Q1 | $5.78M | Buy |
106,217
+7,737
| +8% | +$421K | 0.36% | 95 |
|
|
2014
Q4 | $5.4M | Buy |
98,480
+8,971
| +10% | +$492K | 0.34% | 98 |
|
|
2014
Q3 | $4.64M | Buy |
89,509
+1,144
| +1% | +$59.3K | 0.33% | 98 |
|
|
2014
Q2 | $4.64M | Sell |
88,365
-5,079
| -5% | -$267K | 0.32% | 104 |
|
|
2014
Q1 | $4.65M | Buy |
93,444
+6,148
| +7% | +$306K | 0.33% | 100 |
|
|
2013
Q4 | $3.96M | Buy |
87,296
+9,201
| +12% | +$418K | 0.3% | 115 |
|
|
2013
Q3 | $3.23M | Buy |
78,095
+2,201
| +3% | +$90.9K | 0.27% | 122 |
|
|
2013
Q2 | $3.13M | Buy |
+75,894
| New | +$3.13M | 0.26% | 128 |
|