Horizon 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 | $10.5M | Buy |
132,324
+52,585
| +66% | +$4.19M | 0.17% | 100 |
|
|
2025
Q1 | $5.69M | Buy |
79,739
+419
| +0.5% | +$29.9K | 0.17% | 71 |
|
|
2024
Q4 | $5.54M | Buy |
79,320
+1,267
| +2% | +$88.6K | 0.16% | 70 |
|
|
2024
Q3 | $4.38M | Sell |
78,053
-6,219
| -7% | -$349K | 0.12% | 88 |
|
|
2024
Q2 | $4.97M | Sell |
84,272
-776
| -0.9% | -$45.7K | 0.14% | 73 |
|
|
2024
Q1 | $4.9M | Buy |
85,048
+1,207
| +1% | +$69.6K | 0.13% | 87 |
|
|
2023
Q4 | $4.1M | Buy |
83,841
+16,404
| +24% | +$802K | 0.11% | 88 |
|
|
2023
Q3 | $2.73M | Sell |
67,437
-1,581
| -2% | -$64K | 0.08% | 97 |
|
|
2023
Q2 | $2.92M | Buy |
69,018
+3,741
| +6% | +$158K | 0.08% | 97 |
|
|
2023
Q1 | $2.42M | Buy |
65,277
+3,704
| +6% | +$137K | 0.07% | 104 |
|
|
2022
Q4 | $2.53M | Buy |
61,573
+4,394
| +8% | +$180K | 0.07% | 115 |
|
|
2022
Q3 | $2.29M | Buy |
57,179
+5,459
| +11% | +$218K | 0.07% | 98 |
|
|
2022
Q2 | $2.01M | Sell |
51,720
-4,400
| -8% | -$171K | 0.06% | 109 |
|
|
2022
Q1 | $2.71M | Buy |
56,120
+4,987
| +10% | +$240K | 0.08% | 122 |
|
|
2021
Q4 | $2.44M | Buy |
51,133
+1,674
| +3% | +$80K | 0.07% | 125 |
|
|
2021
Q3 | $2.29M | Sell |
49,459
-18,318
| -27% | -$847K | 0.06% | 137 |
|
|
2021
Q2 | $3.06M | Sell |
67,777
-7,460
| -10% | -$336K | 0.09% | 107 |
|
|
2021
Q1 | $2.94M | Buy |
+75,237
| New | +$2.94M | 0.11% | 84 |
|
|
2020
Q4 | – | Sell |
-127,700
| Closed | -$2.99M | – | 397 |
|
|
2020
Q3 | $2.99M | Sell |
127,700
-82,724
| -39% | -$1.94M | 0.11% | 88 |
|
|
2020
Q2 | $5.37M | Buy |
210,424
+122,612
| +140% | +$3.13M | 0.13% | 84 |
|
|
2020
Q1 | $2.47M | Sell |
87,812
-34,954
| -28% | -$983K | 0.12% | 59 |
|
|
2019
Q4 | $6.61M | Sell |
122,766
-373
| -0.3% | -$20.1K | 0.29% | 49 |
|
|
2019
Q3 | $6.15M | Buy |
123,139
+18,877
| +18% | +$943K | 0.25% | 40 |
|
|
2019
Q2 | $4.93M | Buy |
104,262
+76,436
| +275% | +$3.62M | 0.14% | 37 |
|
|
2019
Q1 | $1.33M | Buy |
27,826
+9,924
| +55% | +$475K | 0.05% | 153 |
|
|
2018
Q4 | $825K | Buy |
17,902
+3,360
| +23% | +$155K | 0.04% | 159 |
|
|
2018
Q3 | $758K | Buy |
14,542
+495
| +4% | +$25.8K | 0.03% | 158 |
|
|
2018
Q2 | $773K | Sell |
14,047
-1,120
| -7% | -$61.6K | 0.03% | 151 |
|
|
2018
Q1 | $795K | Sell |
15,167
-6,020
| -28% | -$316K | 0.03% | 122 |
|
|
2017
Q4 | $1.12M | Buy |
+21,187
| New | +$1.12M | 0.07% | 93 |
|
|
2016
Q4 | – | Sell |
-15,488
| Closed | -$686K | – | 189 |
|
|
2016
Q3 | $686K | Buy |
15,488
+11,148
| +257% | +$494K | 0.05% | 63 |
|
|
2016
Q2 | $205K | Buy |
4,340
+142
| +3% | +$6.71K | 0.02% | 100 |
|
|
2016
Q1 | $203K | Sell |
4,198
-9,496
| -69% | -$459K | 0.02% | 92 |
|
|
2015
Q4 | $744K | Buy |
+13,694
| New | +$744K | 0.06% | 50 |
|