Global Retirement Partners’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 | $5.83M | Buy |
+72,812
| New | +$5.83M | 0.14% | 134 |
|
|
2024
Q4 | $4.34M | Buy |
61,823
+1,976
| +3% | +$139K | 0.12% | 163 |
|
|
2024
Q3 | $3.38M | Buy |
59,847
+1,434
| +2% | +$81K | 0.1% | 187 |
|
|
2024
Q2 | $3.47M | Buy |
58,413
+8,750
| +18% | +$520K | 0.11% | 186 |
|
|
2024
Q1 | $2.88M | Buy |
49,663
+1,293
| +3% | +$74.9K | 0.11% | 191 |
|
|
2023
Q4 | $2.26M | Buy |
48,370
+3,755
| +8% | +$176K | 0.09% | 205 |
|
|
2023
Q3 | $1.74M | Sell |
44,615
-1,141
| -2% | -$44.5K | 0.09% | 211 |
|
|
2023
Q2 | $1.95M | Buy |
45,756
+1,617
| +4% | +$69K | 0.1% | 199 |
|
|
2023
Q1 | $1.71M | Buy |
44,139
+2,634
| +6% | +$102K | 0.09% | 215 |
|
|
2022
Q4 | $1.71M | Buy |
41,505
+1,293
| +3% | +$53.4K | 0.12% | 183 |
|
|
2022
Q3 | $1.85M | Sell |
40,212
-3,572
| -8% | -$164K | 0.14% | 158 |
|
|
2022
Q2 | $1.72M | Buy |
43,784
+10
| +0% | +$392 | 0.14% | 163 |
|
|
2022
Q1 | $1.9M | Buy |
+43,774
| New | +$1.9M | 0.15% | 151 |
|
|
2021
Q4 | – | Sell |
-38,339
| Closed | -$1.78M | – | 1811 |
|
|
2021
Q3 | $1.78M | Buy |
38,339
+12,468
| +48% | +$579K | 0.18% | 123 |
|
|
2021
Q2 | $1.17M | Buy |
25,871
+943
| +4% | +$42.7K | 0.12% | 170 |
|
|
2021
Q1 | $974K | Sell |
24,928
-1,010
| -4% | -$39.5K | 0.11% | 167 |
|
|
2020
Q4 | $783K | Sell |
25,938
-65,019
| -71% | -$1.96M | 0.1% | 183 |
|
|
2020
Q3 | $2.14M | Buy |
90,957
+1,194
| +1% | +$28.1K | 0.31% | 67 |
|
|
2020
Q2 | $2.3M | Sell |
89,763
-8,405
| -9% | -$215K | 0.37% | 55 |
|
|
2020
Q1 | $2.82M | Buy |
98,168
+19,679
| +25% | +$565K | 0.53% | 40 |
|
|
2019
Q4 | $4.22M | Buy |
78,489
+4,514
| +6% | +$243K | 0.65% | 29 |
|
|
2019
Q3 | $3.73M | Buy |
73,975
+15,261
| +26% | +$770K | 0.61% | 31 |
|
|
2019
Q2 | $2.78M | Buy |
58,714
+207
| +0.4% | +$9.79K | 0.53% | 36 |
|
|
2019
Q1 | $2.83M | Buy |
58,507
+374
| +0.6% | +$18.1K | 0.68% | 29 |
|
|
2018
Q4 | $2.68M | Sell |
58,133
-7,812
| -12% | -$360K | 0.68% | 31 |
|
|
2018
Q3 | $3.47M | Buy |
65,945
+1,104
| +2% | +$58K | 0.78% | 27 |
|
|
2018
Q2 | $3.6M | Buy |
64,841
+434
| +0.7% | +$24.1K | 0.91% | 19 |
|
|
2018
Q1 | $3.38M | Sell |
64,407
-7,228
| -10% | -$379K | 0.93% | 17 |
|
|
2017
Q4 | $4.35M | Buy |
71,635
+44,907
| +168% | +$2.72M | 1.19% | 9 |
|
|
2017
Q3 | $1.47M | Buy |
26,728
+3,097
| +13% | +$171K | 0.61% | 25 |
|
|
2017
Q2 | $1.31M | Buy |
23,631
+1,289
| +6% | +$71.4K | 0.62% | 26 |
|
|
2017
Q1 | $1.24M | Buy |
22,342
+2,951
| +15% | +$164K | 0.7% | 22 |
|
|
2016
Q4 | $1.07M | Buy |
+19,391
| New | +$1.07M | 0.72% | 22 |
|