Guggenheim Capital’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 | $32.6M | Buy |
406,303
+47,257
| +13% | +$3.79M | 0.26% | 79 |
|
|
2025
Q1 | $25.8M | Buy |
359,046
+71,038
| +25% | +$5.1M | 0.24% | 84 |
|
|
2024
Q4 | $20.2M | Sell |
288,008
-61,869
| -18% | -$4.35M | 0.16% | 112 |
|
|
2024
Q3 | $19.8M | Buy |
349,877
+6,427
| +2% | +$363K | 0.14% | 139 |
|
|
2024
Q2 | $20.4M | Sell |
343,450
-17,415
| -5% | -$1.03M | 0.14% | 136 |
|
|
2024
Q1 | $20.9M | Buy |
360,865
+26,796
| +8% | +$1.55M | 0.15% | 135 |
|
|
2023
Q4 | $16.4M | Buy |
334,069
+27,830
| +9% | +$1.37M | 0.12% | 167 |
|
|
2023
Q3 | $12.5M | Sell |
306,239
-49,760
| -14% | -$2.03M | 0.11% | 207 |
|
|
2023
Q2 | $15.2M | Sell |
355,999
-33,166
| -9% | -$1.42M | 0.12% | 177 |
|
|
2023
Q1 | $14.5M | Buy |
389,165
+14,231
| +4% | +$532K | 0.12% | 180 |
|
|
2022
Q4 | $15.5M | Buy |
374,934
+22,928
| +7% | +$947K | 0.14% | 166 |
|
|
2022
Q3 | $14.2M | Buy |
352,006
+33,594
| +11% | +$1.35M | 0.13% | 182 |
|
|
2022
Q2 | $12.5M | Sell |
318,412
-75,463
| -19% | -$2.96M | 0.1% | 242 |
|
|
2022
Q1 | $19.1M | Sell |
393,875
-372,665
| -49% | -$18.1M | 0.11% | 193 |
|
|
2021
Q4 | $36.8M | Buy |
766,540
+338,897
| +79% | +$16.3M | 0.19% | 97 |
|
|
2021
Q3 | $19.8M | Sell |
427,643
-40,871
| -9% | -$1.9M | 0.12% | 177 |
|
|
2021
Q2 | $21.2M | Sell |
468,514
-22,763
| -5% | -$1.03M | 0.12% | 170 |
|
|
2021
Q1 | $19.2M | Buy |
491,277
+33,135
| +7% | +$1.29M | 0.13% | 173 |
|
|
2020
Q4 | $13.8M | Buy |
458,142
+23,838
| +5% | +$719K | 0.09% | 235 |
|
|
2020
Q3 | $10.2M | Buy |
434,304
+41,737
| +11% | +$981K | 0.07% | 272 |
|
|
2020
Q2 | $10.1M | Buy |
392,567
+75,185
| +24% | +$1.92M | 0.08% | 266 |
|
|
2020
Q1 | $9.11M | Sell |
317,382
-17,563
| -5% | -$504K | 0.09% | 225 |
|
|
2019
Q4 | $18M | Buy |
334,945
+32,527
| +11% | +$1.75M | 0.14% | 163 |
|
|
2019
Q3 | $15.3M | Buy |
302,418
+85,239
| +39% | +$4.3M | 0.12% | 189 |
|
|
2019
Q2 | $10.3M | Sell |
217,179
-6,716
| -3% | -$318K | 0.08% | 280 |
|
|
2019
Q1 | $10.8M | Sell |
223,895
-154,080
| -41% | -$7.44M | 0.09% | 260 |
|
|
2018
Q4 | $17.4M | Sell |
377,975
-118,225
| -24% | -$5.45M | 0.15% | 130 |
|
|
2018
Q3 | $26.1M | Buy |
496,200
+33,019
| +7% | +$1.74M | 0.17% | 96 |
|
|
2018
Q2 | $25.7M | Sell |
463,181
-991,875
| -68% | -$55M | 0.17% | 84 |
|
|
2018
Q1 | $76.3M | Sell |
1,455,056
-178,850
| -11% | -$9.37M | 0.19% | 104 |
|
|
2017
Q4 | $99.1M | Buy |
1,633,906
+59,128
| +4% | +$3.59M | 0.23% | 47 |
|
|
2017
Q3 | $86.8M | Buy |
1,574,778
+20,862
| +1% | +$1.15M | 0.2% | 49 |
|
|
2017
Q2 | $86.1M | Buy |
1,553,916
+565
| +0% | +$31.3K | 0.23% | 56 |
|
|
2017
Q1 | $86.5M | Sell |
1,553,351
-56,096
| -3% | -$3.12M | 0.23% | 46 |
|
|
2016
Q4 | $88.7M | Buy |
1,609,447
+139,121
| +9% | +$7.67M | 0.25% | 41 |
|
|
2016
Q3 | $65.1M | Sell |
1,470,326
-70,413
| -5% | -$3.12M | 0.2% | 71 |
|
|
2016
Q2 | $72.9M | Buy |
1,540,739
+65,612
| +4% | +$3.11M | 0.23% | 59 |
|
|
2016
Q1 | $71.3M | Sell |
1,475,127
-120,527
| -8% | -$5.83M | 0.23% | 59 |
|
|
2015
Q4 | $86.7M | Buy |
1,595,654
+57,787
| +4% | +$3.14M | 0.25% | 43 |
|
|
2015
Q3 | $79M | Sell |
1,537,867
-40,193
| -3% | -$2.06M | 0.24% | 40 |
|
|
2015
Q2 | $88.7M | Sell |
1,578,060
-124,868
| -7% | -$7.02M | 0.22% | 52 |
|
|
2015
Q1 | $92.6M | Sell |
1,702,928
-63,384
| -4% | -$3.45M | 0.22% | 50 |
|
|
2014
Q4 | $96.8M | Sell |
1,766,312
-115,900
| -6% | -$6.35M | 0.24% | 43 |
|
|
2014
Q3 | $97.6M | Sell |
1,882,212
-104,125
| -5% | -$5.4M | 0.23% | 35 |
|
|
2014
Q2 | $104M | Buy |
1,986,337
+17,439
| +0.9% | +$917K | 0.26% | 25 |
|
|
2014
Q1 | $97.9M | Buy |
1,968,898
+87,195
| +5% | +$4.34M | 0.28% | 26 |
|
|
2013
Q4 | $85.4M | Buy |
1,881,703
+142,247
| +8% | +$6.46M | 0.26% | 32 |
|
|
2013
Q3 | $71.9M | Buy |
1,739,456
+128,181
| +8% | +$5.3M | 0.26% | 34 |
|
|
2013
Q2 | $66.5M | Buy |
+1,611,275
| New | +$66.5M | 0.28% | 30 |
|