GIA
Gateway Investment Advisers’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $60.4M | Sell |
753,643
-24,487
| -3% | -$1.96M | 0.66% | 31 |
|
|
2025
Q1 | $55.9M | Sell |
778,130
-15,664
| -2% | -$1.12M | 0.64% | 30 |
|
|
2024
Q4 | $55.8M | Sell |
793,794
-12,801
| -2% | -$899K | 0.62% | 33 |
|
|
2024
Q3 | $45.6M | Sell |
806,595
-5,694
| -0.7% | -$322K | 0.5% | 54 |
|
|
2024
Q2 | $48.2M | Sell |
812,289
-473
| -0.1% | -$28.1K | 0.55% | 45 |
|
|
2024
Q1 | $47.1M | Sell |
812,762
-136,567
| -14% | -$7.92M | 0.54% | 48 |
|
|
2023
Q4 | $46.7M | Buy |
949,329
+134,384
| +16% | +$6.61M | 0.54% | 47 |
|
|
2023
Q3 | $33.3M | Sell |
814,945
-114,445
| -12% | -$4.68M | 0.42% | 63 |
|
|
2023
Q2 | $39.7M | Sell |
929,390
-267,335
| -22% | -$11.4M | 0.47% | 56 |
|
|
2023
Q1 | $44.7M | Sell |
1,196,725
-68,865
| -5% | -$2.57M | 0.55% | 51 |
|
|
2022
Q4 | $52.3M | Sell |
1,265,590
-299,852
| -19% | -$12.4M | 0.65% | 39 |
|
|
2022
Q3 | $63M | Sell |
1,565,442
-37,207
| -2% | -$1.5M | 0.79% | 27 |
|
|
2022
Q2 | $62.8M | Buy |
1,602,649
+90,090
| +6% | +$3.53M | 0.71% | 33 |
|
|
2022
Q1 | $73.3M | Buy |
1,512,559
+265,573
| +21% | +$12.9M | 0.72% | 28 |
|
|
2021
Q4 | $59.8M | Buy |
1,246,986
+198,069
| +19% | +$9.5M | 0.57% | 44 |
|
|
2021
Q3 | $48.7M | Sell |
1,048,917
-36
| -0% | -$1.67K | 0.51% | 55 |
|
|
2021
Q2 | $47.5M | Buy |
1,048,953
+3,734
| +0.4% | +$169K | 0.49% | 59 |
|
|
2021
Q1 | $40.8M | Buy |
1,045,219
+1,007,727
| +2,688% | +$39.4M | 0.44% | 62 |
|
|
2020
Q4 | $1.13M | Buy |
37,492
+536
| +1% | +$16.2K | 0.01% | 356 |
|
|
2020
Q3 | $869K | Sell |
36,956
-7,091
| -16% | -$167K | 0.01% | 358 |
|
|
2020
Q2 | $1.13M | Sell |
44,047
-10,661
| -19% | -$273K | 0.01% | 357 |
|
|
2020
Q1 | $1.57M | Sell |
54,708
-1,603,987
| -97% | -$46M | 0.02% | 325 |
|
|
2019
Q4 | $89.2M | Sell |
1,658,695
-144,195
| -8% | -$7.76M | 0.88% | 29 |
|
|
2019
Q3 | $90.9M | Sell |
1,802,890
-129,259
| -7% | -$6.52M | 0.92% | 28 |
|
|
2019
Q2 | $91.4M | Sell |
1,932,149
-252,087
| -12% | -$11.9M | 0.83% | 31 |
|
|
2019
Q1 | $106M | Sell |
2,184,236
-69,040
| -3% | -$3.34M | 0.94% | 25 |
|
|
2018
Q4 | $104M | Sell |
2,253,276
-5,967
| -0.3% | -$275K | 0.98% | 26 |
|
|
2018
Q3 | $119M | Buy |
2,259,243
+24,505
| +1% | +$1.29M | 1% | 20 |
|
|
2018
Q2 | $124M | Sell |
2,234,738
-116,743
| -5% | -$6.47M | 1.1% | 16 |
|
|
2018
Q1 | $123M | Sell |
2,351,481
-111,005
| -5% | -$5.82M | 1.09% | 15 |
|
|
2017
Q4 | $149M | Sell |
2,462,486
-119,923
| -5% | -$7.28M | 1.27% | 12 |
|
|
2017
Q3 | $142M | Buy |
2,582,409
+16,313
| +0.6% | +$900K | 1.23% | 13 |
|
|
2017
Q2 | $142M | Sell |
2,566,096
-132,181
| -5% | -$7.32M | 1.27% | 12 |
|
|
2017
Q1 | $150M | Buy |
2,698,277
+41,531
| +2% | +$2.31M | 1.38% | 10 |
|
|
2016
Q4 | $146M | Sell |
2,656,746
-451,633
| -15% | -$24.9M | 1.37% | 12 |
|
|
2016
Q3 | $138M | Sell |
3,108,379
-233,490
| -7% | -$10.3M | 1.22% | 12 |
|
|
2016
Q2 | $158M | Buy |
3,341,869
+41,420
| +1% | +$1.96M | 1.36% | 11 |
|
|
2016
Q1 | $160M | Sell |
3,300,449
-95,905
| -3% | -$4.64M | 1.38% | 10 |
|
|
2015
Q4 | $185M | Buy |
3,396,354
+41,959
| +1% | +$2.28M | 1.54% | 10 |
|
|
2015
Q3 | $172M | Sell |
3,354,395
-1,127
| -0% | -$57.9K | 1.53% | 7 |
|
|
2015
Q2 | $189M | Sell |
3,355,522
-15,123
| -0.4% | -$851K | 1.57% | 6 |
|
|
2015
Q1 | $183M | Sell |
3,370,645
-139,899
| -4% | -$7.61M | 1.52% | 7 |
|
|
2014
Q4 | $192M | Sell |
3,510,544
-422,474
| -11% | -$23.2M | 1.59% | 7 |
|
|
2014
Q3 | $204M | Sell |
3,933,018
-105,916
| -3% | -$5.49M | 1.61% | 6 |
|
|
2014
Q2 | $212M | Sell |
4,038,934
-64,897
| -2% | -$3.41M | 1.66% | 5 |
|
|
2014
Q1 | $204M | Buy |
4,103,831
+90,441
| +2% | +$4.5M | 1.66% | 5 |
|
|
2013
Q4 | $182M | Sell |
4,013,390
-432,459
| -10% | -$19.6M | 1.46% | 9 |
|
|
2013
Q3 | $184M | Buy |
4,445,849
+47,358
| +1% | +$1.96M | 1.56% | 8 |
|
|
2013
Q2 | $182M | Buy |
+4,398,491
| New | +$182M | 1.58% | 8 |
|