Focus Financial Network’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 | $4.11M | Sell |
51,320
-2,114
| -4% | -$169K | 0.16% | 108 |
|
|
2025
Q1 | $3.84M | Buy |
53,434
+309
| +0.6% | +$22.2K | 0.16% | 111 |
|
|
2024
Q4 | $3.73M | Sell |
53,125
-6,687
| -11% | -$470K | 0.15% | 122 |
|
|
2024
Q3 | $3.38M | Buy |
59,812
+757
| +1% | +$42.8K | 0.14% | 128 |
|
|
2024
Q2 | $3.6M | Buy |
59,055
+654
| +1% | +$39.8K | 0.15% | 114 |
|
|
2024
Q1 | $3.43M | Sell |
58,401
-68,122
| -54% | -$4M | 0.17% | 114 |
|
|
2023
Q4 | $6.23M | Buy |
126,523
+63,725
| +101% | +$3.14M | 0.23% | 96 |
|
|
2023
Q3 | $2.57M | Buy |
62,798
+520
| +0.8% | +$21.2K | 0.14% | 124 |
|
|
2023
Q2 | $2.66M | Buy |
62,278
+4,705
| +8% | +$201K | 0.15% | 127 |
|
|
2023
Q1 | $2.15M | Buy |
57,573
+278
| +0.5% | +$10.4K | 0.13% | 135 |
|
|
2022
Q4 | $2.37M | Sell |
57,295
-535
| -0.9% | -$22.1K | 0.19% | 105 |
|
|
2022
Q3 | $2.33M | Sell |
57,830
-2,439
| -4% | -$98.1K | 0.2% | 99 |
|
|
2022
Q2 | $2.36M | Buy |
60,269
+712
| +1% | +$27.9K | 0.2% | 99 |
|
|
2022
Q1 | $2.89M | Sell |
59,557
-78,400
| -57% | -$3.8M | 0.2% | 96 |
|
|
2021
Q4 | $6.62M | Buy |
137,957
+105,677
| +327% | +$5.07M | 0.97% | 19 |
|
|
2021
Q3 | $1.5M | Sell |
32,280
-803
| -2% | -$37.3K | 0.2% | 119 |
|
|
2021
Q2 | $1.5M | Buy |
33,083
+4,055
| +14% | +$184K | 0.2% | 121 |
|
|
2021
Q1 | $1.13M | Sell |
29,028
-31,307
| -52% | -$1.22M | 0.13% | 146 |
|
|
2020
Q4 | $1.82M | Buy |
60,335
+1,636
| +3% | +$49.4K | 0.16% | 121 |
|
|
2020
Q3 | $1.38M | Sell |
58,699
-1,122
| -2% | -$26.4K | 0.13% | 150 |
|
|
2020
Q2 | $1.53M | Buy |
59,821
+5,222
| +10% | +$134K | 0.17% | 118 |
|
|
2020
Q1 | $1.57M | Sell |
54,599
-811
| -1% | -$23.3K | 0.21% | 100 |
|
|
2019
Q4 | $2.98M | Buy |
55,410
+72
| +0.1% | +$3.87K | 0.37% | 60 |
|
|
2019
Q3 | $2.79M | Sell |
55,338
-3,444
| -6% | -$174K | 0.39% | 55 |
|
|
2019
Q2 | $2.78M | Sell |
58,782
-215
| -0.4% | -$10.2K | 0.41% | 51 |
|
|
2019
Q1 | $2.85M | Buy |
+58,997
| New | +$2.85M | 0.46% | 48 |
|