Financial Engines Advisors’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 | $1.19M | Buy |
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|
2025
Q1 | $1M | Sell |
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|
2024
Q4 | $1.05M | Buy |
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|
2024
Q3 | $576K | Buy |
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|
2024
Q2 | $580K | Buy |
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|
2024
Q1 | $526K | Sell |
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|
2023
Q4 | $484K | Buy |
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|
2023
Q3 | $352K | Buy |
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|
2023
Q2 | $359K | Buy |
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|
2023
Q1 | $290K | Sell |
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|
2022
Q4 | $358K | Buy |
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|
2022
Q3 | $345K | Sell |
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|
2022
Q2 | $347K | Buy |
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|
2022
Q1 | $384K | Sell |
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|
2021
Q4 | $436K | Buy |
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|
2021
Q3 | $368K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $341K | Buy |
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|
2020
Q4 | $237K | Sell |
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|
2020
Q3 | $204K | Sell |
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|
2020
Q2 | $224K | Buy |
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|
2020
Q1 | $242K | Buy |
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|
2019
Q4 | $413K | Sell |
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|
2019
Q3 | $388K | Buy |
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|
2019
Q2 | $364K | Buy |
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|
2019
Q1 | $370K | Sell |
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|
2018
Q4 | $363K | Buy |
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|
2018
Q3 | $404K | Buy |
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|
2018
Q2 | $15K | Sell |
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|
2018
Q1 | $15K | Sell |
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|
2017
Q4 | $48K | Sell |
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|
2017
Q3 | $83K | Buy |
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|
2017
Q2 | $21K | Sell |
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|
2017
Q1 | $25K | Buy |
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|
2016
Q4 | $24K | Sell |
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|
2016
Q3 | $40K | Buy |
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|
2016
Q2 | $20K | Sell |
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|
2016
Q1 | $24K | Sell |
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|
2015
Q4 | $29K | Sell |
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|
2015
Q3 | $149K | Buy |
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|
2015
Q2 | $31K | Sell |
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|
2015
Q1 | $35K | Sell |
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|
2014
Q4 | $37K | Sell |
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|
2014
Q3 | $36K | Buy |
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|
2014
Q2 | $6K | Buy |
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|
2014
Q1 | $5K | Sell |
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|
2013
Q4 | $5K | Sell |
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|
2013
Q3 | $10K | Buy |
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