Gradient Investments’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 | $1.12M | Buy |
13,926
+88
| +0.6% | +$7.05K | 0.02% | 228 |
|
|
2025
Q1 | $993K | Sell |
13,838
-320
| -2% | -$23K | 0.02% | 197 |
|
|
2024
Q4 | $994K | Sell |
14,158
-97
| -0.7% | -$6.81K | 0.02% | 189 |
|
|
2024
Q3 | $805K | Sell |
14,255
-369
| -3% | -$20.8K | 0.02% | 193 |
|
|
2024
Q2 | $868K | Buy |
14,624
+647
| +5% | +$38.4K | 0.02% | 193 |
|
|
2024
Q1 | $810K | Sell |
13,977
-294
| -2% | -$17K | 0.02% | 193 |
|
|
2023
Q4 | $702K | Buy |
14,271
+49
| +0.3% | +$2.41K | 0.02% | 207 |
|
|
2023
Q3 | $581K | Sell |
14,222
-29
| -0.2% | -$1.19K | 0.02% | 212 |
|
|
2023
Q2 | $608K | Sell |
14,251
-207
| -1% | -$8.84K | 0.02% | 203 |
|
|
2023
Q1 | $540K | Sell |
14,458
-8
| -0.1% | -$299 | 0.01% | 209 |
|
|
2022
Q4 | $597K | Buy |
14,466
+154
| +1% | +$6.36K | 0.02% | 207 |
|
|
2022
Q3 | $576K | Buy |
14,312
+85
| +0.6% | +$3.42K | 0.02% | 201 |
|
|
2022
Q2 | $557K | Sell |
14,227
-116
| -0.8% | -$4.54K | 0.02% | 206 |
|
|
2022
Q1 | $695K | Sell |
14,343
-1,728
| -11% | -$83.7K | 0.02% | 192 |
|
|
2021
Q4 | $771K | Buy |
16,071
+14,126
| +726% | +$678K | 0.02% | 180 |
|
|
2021
Q3 | $90K | Sell |
1,945
-17
| -0.9% | -$787 | ﹤0.01% | 387 |
|
|
2021
Q2 | $89K | Sell |
1,962
-5,848
| -75% | -$265K | ﹤0.01% | 383 |
|
|
2021
Q1 | $305K | Sell |
7,810
-4,998
| -39% | -$195K | 0.01% | 257 |
|
|
2020
Q4 | $301K | Sell |
12,808
-325
| -2% | -$7.64K | 0.01% | 230 |
|
|
2020
Q3 | $309K | Buy |
13,133
+524
| +4% | +$12.3K | 0.01% | 229 |
|
|
2020
Q2 | $323K | Sell |
12,609
-223,267
| -95% | -$5.72M | 0.01% | 216 |
|
|
2020
Q1 | $6.77M | Buy |
235,876
+50,564
| +27% | +$1.45M | 0.36% | 77 |
|
|
2019
Q4 | $9.97M | Buy |
185,312
+183,729
| +11,606% | +$9.88M | 0.44% | 68 |
|
|
2019
Q3 | $80K | Sell |
1,583
-20,725
| -93% | -$1.05M | ﹤0.01% | 322 |
|
|
2019
Q2 | $1.06M | Buy |
22,308
+17,415
| +356% | +$824K | 0.05% | 185 |
|
|
2019
Q1 | $236K | Buy |
4,893
+3,367
| +221% | +$162K | 0.02% | 239 |
|
|
2018
Q4 | $70K | Sell |
1,526
-13,239
| -90% | -$607K | ﹤0.01% | 304 |
|
|
2018
Q3 | $776K | Buy |
14,765
+142
| +1% | +$7.46K | 0.04% | 173 |
|
|
2018
Q2 | $811K | Sell |
14,623
-2,365
| -14% | -$131K | 0.04% | 162 |
|
|
2018
Q1 | $890K | Buy |
16,988
+4,288
| +34% | +$225K | 0.05% | 141 |
|
|
2017
Q4 | $770K | Buy |
+12,700
| New | +$770K | 0.04% | 148 |
|
|
2017
Q3 | – | Sell |
-1,811
| Closed | -$100K | – | 717 |
|
|
2017
Q2 | $100K | Sell |
1,811
-683
| -27% | -$37.7K | 0.01% | 257 |
|
|
2017
Q1 | $139K | Buy |
2,494
+921
| +59% | +$51.3K | 0.01% | 240 |
|
|
2016
Q4 | $87K | Sell |
1,573
-95,018
| -98% | -$5.26M | 0.01% | 224 |
|
|
2016
Q3 | $4.28M | Buy |
96,591
+14,380
| +17% | +$637K | 0.42% | 76 |
|
|
2016
Q2 | $3.89M | Buy |
82,211
+6,962
| +9% | +$330K | 0.42% | 74 |
|
|
2016
Q1 | $3.64M | Buy |
75,249
+8,358
| +12% | +$404K | 0.45% | 68 |
|
|
2015
Q4 | $3.64M | Buy |
66,891
+5,503
| +9% | +$299K | 0.48% | 51 |
|
|
2015
Q3 | $3.15M | Buy |
61,388
+60,075
| +4,575% | +$3.08M | 0.45% | 64 |
|
|
2015
Q2 | $74K | Buy |
1,313
+283
| +27% | +$16K | 0.01% | 216 |
|
|
2015
Q1 | $56K | Buy |
1,030
+312
| +43% | +$17K | 0.01% | 237 |
|
|
2014
Q4 | $39K | Hold |
718
| – | – | 0.01% | 253 |
|
|
2014
Q3 | $37K | Sell |
718
-4,537
| -86% | -$234K | 0.01% | 233 |
|
|
2014
Q2 | $276K | Buy |
5,255
+3,999
| +318% | +$210K | 0.05% | 148 |
|
|
2014
Q1 | $62K | Sell |
1,256
-609
| -33% | -$30.1K | 0.01% | 188 |
|
|
2013
Q4 | $85K | Buy |
1,865
+686
| +58% | +$31.3K | 0.02% | 190 |
|
|
2013
Q3 | $49K | Buy |
1,179
+199
| +20% | +$8.27K | 0.02% | 180 |
|
|
2013
Q2 | $40K | Buy |
+980
| New | +$40K | 0.02% | 188 |
|