HighTower Advisors’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $257M | Buy |
3,201,797
+174,205
| +6% | +$14M | 0.32% | 60 |
|
|
2025
Q1 | $217M | Buy |
3,027,592
+331,452
| +12% | +$23.8M | 0.29% | 67 |
|
|
2024
Q4 | $189M | Buy |
2,696,140
+348,856
| +15% | +$24.5M | 0.26% | 78 |
|
|
2024
Q3 | $133M | Buy |
2,347,284
+71,513
| +3% | +$4.04M | 0.19% | 121 |
|
|
2024
Q2 | $135M | Buy |
2,275,771
+99,026
| +5% | +$5.88M | 0.21% | 103 |
|
|
2024
Q1 | $126M | Sell |
2,176,745
-420,046
| -16% | -$24.3M | 0.2% | 109 |
|
|
2023
Q4 | $128M | Buy |
2,596,791
+17,059
| +0.7% | +$839K | 0.21% | 106 |
|
|
2023
Q3 | $105M | Buy |
2,579,732
+271,406
| +12% | +$11.1M | 0.2% | 114 |
|
|
2023
Q2 | $98.5M | Sell |
2,308,326
-110,043
| -5% | -$4.69M | 0.19% | 110 |
|
|
2023
Q1 | $90.4M | Buy |
2,418,369
+77,923
| +3% | +$2.91M | 0.2% | 108 |
|
|
2022
Q4 | $96.6M | Buy |
2,340,446
+1,818
| +0.1% | +$75K | 0.22% | 96 |
|
|
2022
Q3 | $94M | Buy |
2,338,628
+20,982
| +0.9% | +$844K | 0.25% | 83 |
|
|
2022
Q2 | $90.8M | Buy |
2,317,646
+3,883
| +0.2% | +$152K | 0.23% | 91 |
|
|
2022
Q1 | $112M | Sell |
2,313,763
-127,628
| -5% | -$6.18M | 0.25% | 88 |
|
|
2021
Q4 | $117M | Buy |
2,441,391
+86,465
| +4% | +$4.15M | 0.26% | 90 |
|
|
2021
Q3 | $109M | Buy |
2,354,926
+1,295
| +0.1% | +$60.1K | 0.29% | 71 |
|
|
2021
Q2 | $107M | Buy |
2,353,631
+10,724
| +0.5% | +$486K | 0.31% | 75 |
|
|
2021
Q1 | $91.6M | Buy |
+2,342,907
| New | +$91.6M | 0.29% | 76 |
|
|
2020
Q4 | – | Sell |
-2,044,597
| Closed | -$48.1M | – | 2627 |
|
|
2020
Q3 | $48.1M | Sell |
2,044,597
-167,215
| -8% | -$3.93M | 0.23% | 93 |
|
|
2020
Q2 | $56.6M | Buy |
2,211,812
+48,748
| +2% | +$1.25M | 0.31% | 68 |
|
|
2020
Q1 | $62.1M | Sell |
2,163,064
-148,784
| -6% | -$4.27M | 0.4% | 50 |
|
|
2019
Q4 | $124M | Buy |
2,311,848
+70,349
| +3% | +$3.78M | 0.73% | 16 |
|
|
2019
Q3 | $113M | Buy |
2,241,499
+1,519,938
| +211% | +$76.7M | 0.62% | 21 |
|
|
2019
Q2 | $34.1M | Buy |
721,561
+63,685
| +10% | +$3.01M | 0.2% | 110 |
|
|
2019
Q1 | $31.7M | Buy |
657,876
+196,812
| +43% | +$9.49M | 0.21% | 104 |
|
|
2018
Q4 | $21.3M | Sell |
461,064
-79,678
| -15% | -$3.67M | 0.16% | 128 |
|
|
2018
Q3 | $28.4M | Sell |
540,742
-40,657
| -7% | -$2.14M | 0.2% | 93 |
|
|
2018
Q2 | $32.2M | Sell |
581,399
-51,804
| -8% | -$2.87M | 0.25% | 83 |
|
|
2018
Q1 | $33.2M | Sell |
633,203
-1,219
| -0.2% | -$63.8K | 0.28% | 78 |
|
|
2017
Q4 | $38.5M | Sell |
634,422
-43,698
| -6% | -$2.65M | 0.32% | 62 |
|
|
2017
Q3 | $37.4M | Buy |
678,120
+18,103
| +3% | +$999K | 0.32% | 61 |
|
|
2017
Q2 | $36.6M | Buy |
660,017
+29,800
| +5% | +$1.65M | 0.33% | 61 |
|
|
2017
Q1 | $35.1M | Buy |
630,217
+29,914
| +5% | +$1.67M | 0.34% | 56 |
|
|
2016
Q4 | $33.1M | Sell |
600,303
-102,406
| -15% | -$5.65M | 0.36% | 52 |
|
|
2016
Q3 | $31.1M | Sell |
702,709
-182,749
| -21% | -$8.09M | 0.36% | 55 |
|
|
2016
Q2 | $41.9M | Sell |
885,458
-104,052
| -11% | -$4.92M | 0.53% | 29 |
|
|
2016
Q1 | $47.8M | Buy |
989,510
+72,236
| +8% | +$3.49M | 0.16% | 28 |
|
|
2015
Q4 | $49.8M | Buy |
917,274
+77,411
| +9% | +$4.21M | 0.59% | 24 |
|
|
2015
Q3 | $43.2M | Sell |
839,863
-10,010
| -1% | -$514K | 0.57% | 25 |
|
|
2015
Q2 | $48M | Buy |
849,873
+130,170
| +18% | +$7.35M | 0.77% | 20 |
|
|
2015
Q1 | $39.1M | Buy |
719,703
+17,409
| +2% | +$947K | 0.58% | 29 |
|
|
2014
Q4 | $38.5M | Buy |
702,294
+14,351
| +2% | +$787K | 0.59% | 27 |
|
|
2014
Q3 | $35.7M | Sell |
687,943
-8,161
| -1% | -$423K | 0.6% | 28 |
|
|
2014
Q2 | $36.6M | Buy |
696,104
+49,676
| +8% | +$2.61M | 0.63% | 24 |
|
|
2014
Q1 | $32.2M | Buy |
646,428
+6,903
| +1% | +$343K | 0.63% | 26 |
|
|
2013
Q4 | $29M | Buy |
639,525
+65,664
| +11% | +$2.98M | 0.6% | 26 |
|
|
2013
Q3 | $23.7M | Buy |
573,861
+136,174
| +31% | +$5.63M | 0.59% | 27 |
|
|
2013
Q2 | $18M | Buy |
+437,687
| New | +$18M | 0.49% | 43 |
|