Financial Engines Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.19M | Buy |
14,793
+815
| +6% | +$65.3K | ﹤0.01% | 276 |
|
|
2025
Q1 | $1M | Sell |
13,978
-1,035
| -7% | -$74.3K | ﹤0.01% | 256 |
|
|
2024
Q4 | $1.05M | Buy |
15,013
+4,811
| +47% | +$338K | ﹤0.01% | 255 |
|
|
2024
Q3 | $576K | Buy |
10,202
+439
| +4% | +$24.8K | ﹤0.01% | 268 |
|
|
2024
Q2 | $580K | Buy |
9,763
+680
| +7% | +$40.4K | ﹤0.01% | 250 |
|
|
2024
Q1 | $526K | Sell |
9,083
-754
| -8% | -$43.7K | ﹤0.01% | 243 |
|
|
2023
Q4 | $484K | Buy |
9,837
+1,226
| +14% | +$60.3K | ﹤0.01% | 231 |
|
|
2023
Q3 | $352K | Buy |
8,611
+211
| +3% | +$8.62K | ﹤0.01% | 227 |
|
|
2023
Q2 | $359K | Buy |
8,400
+642
| +8% | +$27.4K | ﹤0.01% | 234 |
|
|
2023
Q1 | $290K | Sell |
7,758
-914
| -11% | -$34.2K | ﹤0.01% | 250 |
|
|
2022
Q4 | $358K | Buy |
8,672
+84
| +1% | +$3.47K | ﹤0.01% | 235 |
|
|
2022
Q3 | $345K | Sell |
8,588
-288
| -3% | -$11.6K | ﹤0.01% | 225 |
|
|
2022
Q2 | $347K | Buy |
8,876
+945
| +12% | +$36.9K | ﹤0.01% | 233 |
|
|
2022
Q1 | $384K | Sell |
7,931
-1,147
| -13% | -$55.5K | ﹤0.01% | 223 |
|
|
2021
Q4 | $436K | Buy |
9,078
+1,144
| +14% | +$54.9K | ﹤0.01% | 172 |
|
|
2021
Q3 | $368K | Buy |
+7,934
| New | +$368K | ﹤0.01% | 197 |
|
|
2021
Q2 | – | Sell |
-8,722
| Closed | -$341K | – | 265 |
|
|
2021
Q1 | $341K | Buy |
8,722
+868
| +11% | +$33.9K | ﹤0.01% | 196 |
|
|
2020
Q4 | $237K | Sell |
7,854
-829
| -10% | -$25K | ﹤0.01% | 233 |
|
|
2020
Q3 | $204K | Sell |
8,683
-78
| -0.9% | -$1.83K | ﹤0.01% | 231 |
|
|
2020
Q2 | $224K | Buy |
8,761
+325
| +4% | +$8.31K | ﹤0.01% | 186 |
|
|
2020
Q1 | $242K | Buy |
8,436
+756
| +10% | +$21.7K | ﹤0.01% | 134 |
|
|
2019
Q4 | $413K | Sell |
7,680
-22
| -0.3% | -$1.18K | ﹤0.01% | 114 |
|
|
2019
Q3 | $388K | Buy |
7,702
+20
| +0.3% | +$1.01K | ﹤0.01% | 108 |
|
|
2019
Q2 | $364K | Buy |
7,682
+20
| +0.3% | +$948 | ﹤0.01% | 92 |
|
|
2019
Q1 | $370K | Sell |
7,662
-221
| -3% | -$10.7K | ﹤0.01% | 94 |
|
|
2018
Q4 | $363K | Buy |
7,883
+188
| +2% | +$8.66K | ﹤0.01% | 92 |
|
|
2018
Q3 | $404K | Buy |
7,695
+7,423
| +2,729% | +$390K | 0.01% | 51 |
|
|
2018
Q2 | $15K | Sell |
272
-11
| -4% | -$607 | ﹤0.01% | 84 |
|
|
2018
Q1 | $15K | Sell |
283
-515
| -65% | -$27.3K | ﹤0.01% | 92 |
|
|
2017
Q4 | $48K | Sell |
798
-713
| -47% | -$42.9K | ﹤0.01% | 75 |
|
|
2017
Q3 | $83K | Buy |
1,511
+1,128
| +295% | +$62K | ﹤0.01% | 79 |
|
|
2017
Q2 | $21K | Sell |
383
-62
| -14% | -$3.4K | ﹤0.01% | 64 |
|
|
2017
Q1 | $25K | Buy |
445
+12
| +3% | +$674 | ﹤0.01% | 62 |
|
|
2016
Q4 | $24K | Sell |
433
-469
| -52% | -$26K | ﹤0.01% | 63 |
|
|
2016
Q3 | $40K | Buy |
902
+472
| +110% | +$20.9K | 0.03% | 53 |
|
|
2016
Q2 | $20K | Sell |
430
-66
| -13% | -$3.07K | 0.02% | 51 |
|
|
2016
Q1 | $24K | Sell |
496
-37
| -7% | -$1.79K | 0.02% | 50 |
|
|
2015
Q4 | $29K | Sell |
533
-2,366
| -82% | -$129K | 0.02% | 51 |
|
|
2015
Q3 | $149K | Buy |
2,899
+2,352
| +430% | +$121K | 0.1% | 44 |
|
|
2015
Q2 | $31K | Sell |
547
-93
| -15% | -$5.27K | 0.02% | 53 |
|
|
2015
Q1 | $35K | Sell |
640
-42
| -6% | -$2.3K | 0.03% | 49 |
|
|
2014
Q4 | $37K | Sell |
682
-3
| -0.4% | -$163 | 0.03% | 49 |
|
|
2014
Q3 | $36K | Buy |
685
+574
| +517% | +$30.2K | 0.03% | 48 |
|
|
2014
Q2 | $6K | Buy |
111
+2
| +2% | +$108 | 0.01% | 53 |
|
|
2014
Q1 | $5K | Sell |
109
-7
| -6% | -$321 | ﹤0.01% | 51 |
|
|
2013
Q4 | $5K | Sell |
116
-135
| -54% | -$5.82K | ﹤0.01% | 53 |
|
|
2013
Q3 | $10K | Buy |
+251
| New | +$10K | 0.01% | 55 |
|