FWIA
Fort Washington Investment Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $84.4M | Sell |
1,053,731
-122,111
| -10% | -$9.78M | 0.49% | 47 |
|
|
2025
Q1 | $84.4M | Sell |
1,175,842
-49,258
| -4% | -$3.54M | 0.52% | 46 |
|
|
2024
Q4 | $86.1M | Buy |
1,225,100
+144,037
| +13% | +$10.1M | 0.51% | 46 |
|
|
2024
Q3 | $61.1M | Buy |
1,081,063
+8,835
| +0.8% | +$499K | 0.37% | 64 |
|
|
2024
Q2 | $63.7M | Sell |
1,072,228
-207,356
| -16% | -$12.3M | 0.42% | 58 |
|
|
2024
Q1 | $74.2M | Sell |
1,279,584
-121,954
| -9% | -$7.07M | 0.48% | 56 |
|
|
2023
Q4 | $69M | Buy |
1,401,538
+19,705
| +1% | +$970K | 0.48% | 57 |
|
|
2023
Q3 | $56.5M | Buy |
1,381,833
+28,607
| +2% | +$1.17M | 0.43% | 62 |
|
|
2023
Q2 | $57.8M | Buy |
1,353,226
+26,947
| +2% | +$1.15M | 0.42% | 63 |
|
|
2023
Q1 | $49.6M | Buy |
1,326,279
+12,739
| +1% | +$476K | 0.37% | 74 |
|
|
2022
Q4 | $54.2M | Sell |
1,313,540
-120,346
| -8% | -$4.97M | 0.42% | 71 |
|
|
2022
Q3 | $57.7M | Buy |
1,433,886
+29,274
| +2% | +$1.18M | 0.48% | 62 |
|
|
2022
Q2 | $55M | Buy |
1,404,612
+16,422
| +1% | +$643K | 0.42% | 68 |
|
|
2022
Q1 | $67.3M | Sell |
1,388,190
-277,372
| -17% | -$13.4M | 0.43% | 68 |
|
|
2021
Q4 | $79.9M | Sell |
1,665,562
-547,120
| -25% | -$26.3M | 0.48% | 57 |
|
|
2021
Q3 | $103M | Buy |
2,212,682
+1,658,673
| +299% | +$77M | 0.66% | 40 |
|
|
2021
Q2 | $25.1M | Sell |
554,009
-775
| -0.1% | -$35.1K | 0.22% | 81 |
|
|
2021
Q1 | $21.7M | Sell |
554,784
-360
| -0.1% | -$14.1K | 0.21% | 82 |
|
|
2020
Q4 | $16.8M | Sell |
555,144
-487
| -0.1% | -$14.7K | 0.18% | 91 |
|
|
2020
Q3 | $13.1M | Buy |
555,631
+5,502
| +1% | +$129K | 0.14% | 101 |
|
|
2020
Q2 | $14.1M | Buy |
550,129
+103,668
| +23% | +$2.65M | 0.16% | 105 |
|
|
2020
Q1 | $12.8M | Buy |
446,461
+25,758
| +6% | +$739K | 0.17% | 107 |
|
|
2019
Q4 | $22.6M | Buy |
420,703
+101,932
| +32% | +$5.48M | 0.24% | 88 |
|
|
2019
Q3 | $16.1M | Buy |
318,771
+98,130
| +44% | +$4.95M | 0.18% | 104 |
|
|
2019
Q2 | $10.4M | Sell |
220,641
-7,495
| -3% | -$355K | 0.12% | 168 |
|
|
2019
Q1 | $11M | Sell |
228,136
-17,432
| -7% | -$842K | 0.12% | 163 |
|
|
2018
Q4 | $11.3M | Sell |
245,568
-83,670
| -25% | -$3.86M | 0.14% | 155 |
|
|
2018
Q3 | $17.3M | Sell |
329,238
-940
| -0.3% | -$49.4K | 0.17% | 155 |
|
|
2018
Q2 | $18.3M | Sell |
330,178
-28,736
| -8% | -$1.59M | 0.19% | 112 |
|
|
2018
Q1 | $18.8M | Sell |
358,914
-71,893
| -17% | -$3.77M | 0.19% | 107 |
|
|
2017
Q4 | $26.1M | Sell |
430,807
-6,654
| -2% | -$404K | 0.26% | 85 |
|
|
2017
Q3 | $24.1M | Sell |
437,461
-9,813
| -2% | -$541K | 0.37% | 55 |
|
|
2017
Q2 | $24.8M | Sell |
447,274
-4,472
| -1% | -$248K | 0.39% | 56 |
|
|
2017
Q1 | $25.1M | Sell |
451,746
-43
| -0% | -$2.39K | 0.4% | 55 |
|
|
2016
Q4 | $24.9M | Buy |
451,789
+43,749
| +11% | +$2.41M | 0.42% | 54 |
|
|
2016
Q3 | $18.1M | Sell |
408,040
-35,588
| -8% | -$1.58M | 0.32% | 62 |
|
|
2016
Q2 | $21M | Buy |
443,628
+16,326
| +4% | +$773K | 0.39% | 56 |
|
|
2016
Q1 | $20.7M | Buy |
427,302
+1,823
| +0.4% | +$88.2K | 0.4% | 56 |
|
|
2015
Q4 | $23.1M | Sell |
425,479
-395,410
| -48% | -$21.5M | 0.47% | 46 |
|
|
2015
Q3 | $42.2M | Buy |
820,889
+684,233
| +501% | +$35.1M | 0.88% | 36 |
|
|
2015
Q2 | $7.69M | Sell |
136,656
-917
| -0.7% | -$51.6K | 0.14% | 110 |
|
|
2015
Q1 | $7.48M | Buy |
137,573
+5,042
| +4% | +$274K | 0.15% | 110 |
|
|
2014
Q4 | $7.27M | Buy |
132,531
+18,372
| +16% | +$1.01M | 0.15% | 111 |
|
|
2014
Q3 | $5.92M | Buy |
114,159
+6,580
| +6% | +$341K | 0.12% | 126 |
|
|
2014
Q2 | $5.65M | Buy |
107,579
+7,432
| +7% | +$391K | 0.11% | 151 |
|
|
2014
Q1 | $4.98M | Sell |
100,147
-3,364
| -3% | -$167K | 0.11% | 147 |
|
|
2013
Q4 | $4.7M | Sell |
103,511
-7,221
| -7% | -$328K | 0.11% | 131 |
|
|
2013
Q3 | $4.58M | Sell |
110,732
-2,422
| -2% | -$100K | 0.11% | 139 |
|
|
2013
Q2 | $4.67M | Buy |
+113,154
| New | +$4.67M | 0.11% | 202 |
|