Financial Counselors Inc’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $1.13M | Sell |
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|
2024
Q4 | $1.3M | Sell |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $1.11M | Buy |
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|
2024
Q1 | $881K | Buy |
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|
2023
Q4 | $672K | Sell |
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|
2023
Q3 | $789K | Sell |
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|
2023
Q2 | $865K | Sell |
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|
2023
Q1 | $825K | Sell |
|
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|
2022
Q4 | $1.04M | Buy |
|
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|
2022
Q3 | $824K | Buy |
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|
2022
Q2 | $756K | Buy |
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|
2022
Q1 | $776K | Buy |
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|
2021
Q4 | $593K | Sell |
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|
2021
Q3 | $1.06M | Sell |
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|
2021
Q2 | $1.13M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $958K | Sell |
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|
2020
Q3 | $938K | Sell |
|
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|
2020
Q2 | $1.25M | Buy |
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|
2020
Q1 | $312K | Sell |
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|
2019
Q4 | $814K | Buy |
|
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|
2019
Q3 | $744K | Sell |
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|
2019
Q2 | $767K | Buy |
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|
2019
Q1 | $699K | Sell |
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|
2018
Q4 | $730K | Sell |
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|
2018
Q3 | $1.06M | Buy |
|
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|
2018
Q2 | $1.03M | Buy |
|
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|
2018
Q1 | $866K | Sell |
|
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|
2017
Q4 | $1.5M | Sell |
|
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|
2017
Q3 | $1.77M | Buy |
|
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|
2017
Q2 | $1.65M | Sell |
|
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|
2017
Q1 | $1.73M | Sell |
|
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|
2016
Q4 | $4.88M | Buy |
|
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|
2016
Q2 | $9.19M | Sell |
|
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|
2016
Q1 | $9.55M | Buy |
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|
2015
Q4 | $6M | Buy |
|
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|
2015
Q3 | $5.61M | Buy |
|
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|
2015
Q2 | $5.89M | Sell |
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|
2015
Q1 | $5.78M | Buy |
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|
2014
Q4 | $5.4M | Buy |
|
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|
2014
Q3 | $4.64M | Buy |
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|
2014
Q2 | $4.64M | Sell |
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|
2014
Q1 | $4.65M | Buy |
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|
2013
Q4 | $3.96M | Buy |
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|
2013
Q3 | $3.23M | Buy |
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|
2013
Q2 | $3.13M | Buy |
|