FSA
Franklin Street Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.41M | Sell |
42,601
-220
| -0.5% | -$17.6K | 0.21% | 62 |
|
|
2025
Q1 | $3.07M | Sell |
42,821
-440
| -1% | -$31.6K | 0.22% | 66 |
|
|
2024
Q4 | $3.04M | Sell |
43,261
-810
| -2% | -$56.9K | 0.2% | 66 |
|
|
2024
Q3 | $2.49M | Buy |
44,071
+1,493
| +4% | +$84.4K | 0.17% | 67 |
|
|
2024
Q2 | $2.53M | Buy |
42,578
+20
| +0% | +$1.19K | 0.18% | 63 |
|
|
2024
Q1 | $2.47M | Buy |
42,558
+175
| +0.4% | +$10.1K | 0.18% | 57 |
|
|
2023
Q4 | $2.09M | Hold |
42,383
| – | – | 0.17% | 59 |
|
|
2023
Q3 | $1.73M | Hold |
42,383
| – | – | 0.15% | 60 |
|
|
2023
Q2 | $1.81M | Hold |
42,383
| – | – | 0.15% | 62 |
|
|
2023
Q1 | $1.58M | Sell |
42,383
-2,077
| -5% | -$77.6K | 0.14% | 62 |
|
|
2022
Q4 | $1.84M | Hold |
44,460
| – | – | 0.17% | 65 |
|
|
2022
Q3 | $1.79M | Buy |
44,460
+2,000
| +5% | +$80.4K | 0.18% | 67 |
|
|
2022
Q2 | $1.66M | Sell |
42,460
-673
| -2% | -$26.4K | 0.16% | 68 |
|
|
2022
Q1 | $2.09M | Buy |
43,133
+628
| +1% | +$30.4K | 0.17% | 64 |
|
|
2021
Q4 | $2.04M | Buy |
42,505
+45
| +0.1% | +$2.16K | 0.15% | 64 |
|
|
2021
Q3 | $1.97M | Buy |
42,460
+21,309
| +101% | +$989K | 0.17% | 64 |
|
|
2021
Q2 | $958K | Buy |
21,151
+1,054
| +5% | +$47.7K | 0.08% | 82 |
|
|
2021
Q1 | $785K | Hold |
20,097
| – | – | 0.07% | 89 |
|
|
2020
Q4 | $607K | Sell |
20,097
-2,040
| -9% | -$61.6K | 0.06% | 97 |
|
|
2020
Q3 | $520K | Sell |
22,137
-817
| -4% | -$19.2K | 0.06% | 96 |
|
|
2020
Q2 | $588K | Buy |
22,954
+157
| +0.7% | +$4.02K | 0.07% | 92 |
|
|
2020
Q1 | $654K | Sell |
22,797
-831
| -4% | -$23.8K | 0.1% | 84 |
|
|
2019
Q4 | $1.27M | Sell |
23,628
-137
| -0.6% | -$7.37K | 0.15% | 73 |
|
|
2019
Q3 | $1.2M | Buy |
23,765
+754
| +3% | +$38K | 0.15% | 77 |
|
|
2019
Q2 | $1.09M | Sell |
23,011
-369
| -2% | -$17.5K | 0.14% | 76 |
|
|
2019
Q1 | $1.13M | Sell |
23,380
-87
| -0.4% | -$4.21K | 0.16% | 76 |
|
|
2018
Q4 | $1.08M | Sell |
23,467
-411
| -2% | -$18.9K | 0.17% | 74 |
|
|
2018
Q3 | $1.26M | Buy |
23,878
+538
| +2% | +$28.3K | 0.17% | 74 |
|
|
2018
Q2 | $1.29M | Sell |
23,340
-152
| -0.6% | -$8.43K | 0.19% | 70 |
|
|
2018
Q1 | $1.23M | Buy |
23,492
+77
| +0.3% | +$4.04K | 0.18% | 75 |
|
|
2017
Q4 | $1.42M | Sell |
23,415
-465
| -2% | -$28.2K | 0.21% | 77 |
|
|
2017
Q3 | $1.32M | Sell |
23,880
-671
| -3% | -$37K | 0.22% | 80 |
|
|
2017
Q2 | $1.36M | Sell |
24,551
-1,273
| -5% | -$70.5K | 0.23% | 75 |
|
|
2017
Q1 | $1.44M | Sell |
25,824
-10,742
| -29% | -$598K | 0.25% | 77 |
|
|
2016
Q4 | $2.02M | Sell |
36,566
-72,590
| -67% | -$4M | 0.36% | 73 |
|
|
2016
Q3 | $4.83M | Sell |
109,156
-25,553
| -19% | -$1.13M | 0.88% | 49 |
|
|
2016
Q2 | $6.38M | Buy |
134,709
+10,569
| +9% | +$500K | 1.21% | 24 |
|
|
2016
Q1 | $6M | Buy |
124,140
+8,910
| +8% | +$431K | 1.19% | 23 |
|
|
2015
Q4 | $6.26M | Buy |
115,230
+5,031
| +5% | +$273K | 1.23% | 20 |
|
|
2015
Q3 | $5.66M | Buy |
110,199
+3,136
| +3% | +$161K | 1.12% | 25 |
|
|
2015
Q2 | $6.02M | Buy |
107,063
+817
| +0.8% | +$45.9K | 1.08% | 26 |
|
|
2015
Q1 | $5.78M | Buy |
106,246
+46,741
| +79% | +$2.54M | 1.06% | 29 |
|
|
2014
Q4 | $3.26M | Buy |
59,505
+15,786
| +36% | +$865K | 0.62% | 54 |
|
|
2014
Q3 | $2.27M | Sell |
43,719
-300
| -0.7% | -$15.6K | 0.43% | 66 |
|
|
2014
Q2 | $2.31M | Sell |
44,019
-268
| -0.6% | -$14.1K | 0.44% | 67 |
|
|
2014
Q1 | $2.2M | Buy |
44,287
+602
| +1% | +$29.9K | 0.44% | 66 |
|
|
2013
Q4 | $1.98M | Sell |
43,685
-356
| -0.8% | -$16.2K | 0.4% | 74 |
|
|
2013
Q3 | $1.82M | Sell |
44,041
-49
| -0.1% | -$2.03K | 0.41% | 74 |
|
|
2013
Q2 | $1.82M | Buy |
+44,090
| New | +$1.82M | 0.45% | 63 |
|