HighTower Advisors’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257M | Buy |
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|
2025
Q1 | $217M | Buy |
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|
2024
Q4 | $189M | Buy |
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|
2024
Q3 | $133M | Buy |
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|
2024
Q2 | $135M | Buy |
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|
2024
Q1 | $126M | Sell |
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|
2023
Q4 | $128M | Buy |
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|
2023
Q3 | $105M | Buy |
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|
2023
Q2 | $98.5M | Sell |
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|
2023
Q1 | $90.4M | Buy |
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|
2022
Q4 | $96.6M | Buy |
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|
2022
Q3 | $94M | Buy |
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|
2022
Q2 | $90.8M | Buy |
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|
2022
Q1 | $112M | Sell |
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|
2021
Q4 | $117M | Buy |
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|
2021
Q3 | $109M | Buy |
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|
2021
Q2 | $107M | Buy |
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|
2021
Q1 | $91.6M | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $48.1M | Sell |
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|
2020
Q2 | $56.6M | Buy |
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|
2020
Q1 | $62.1M | Sell |
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|
2019
Q4 | $124M | Buy |
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|
2019
Q3 | $113M | Buy |
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|
2019
Q2 | $34.1M | Buy |
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|
2019
Q1 | $31.7M | Buy |
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|
2018
Q4 | $21.3M | Sell |
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|
2018
Q3 | $28.4M | Sell |
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|
2018
Q2 | $32.2M | Sell |
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|
2018
Q1 | $33.2M | Sell |
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|
2017
Q4 | $38.5M | Sell |
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|
2017
Q3 | $37.4M | Buy |
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|
2017
Q2 | $36.6M | Buy |
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|
2017
Q1 | $35.1M | Buy |
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|
2016
Q4 | $33.1M | Sell |
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|
2016
Q3 | $31.1M | Sell |
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|
2016
Q2 | $41.9M | Sell |
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|
2016
Q1 | $47.8M | Buy |
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|
2015
Q4 | $49.8M | Buy |
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|
2015
Q3 | $43.2M | Sell |
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|
2015
Q2 | $48M | Buy |
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|
2015
Q1 | $39.1M | Buy |
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|
2014
Q4 | $38.5M | Buy |
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|
2014
Q3 | $35.7M | Sell |
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|
2014
Q2 | $36.6M | Buy |
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|
2014
Q1 | $32.2M | Buy |
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|
2013
Q4 | $29M | Buy |
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|
2013
Q3 | $23.7M | Buy |
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|
2013
Q2 | $18M | Buy |
|