HSBC Holdings’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 | $569M | Sell |
7,088,928
-500,944
| -7% | -$40.2M | 0.34% | 43 |
|
2025
Q1 | $544M | Sell |
7,589,872
-324,373
| -4% | -$23.2M | 0.34% | 42 |
|
2024
Q4 | $557M | Sell |
7,914,245
-1,206,810
| -13% | -$84.9M | 0.32% | 43 |
|
2024
Q3 | $514M | Buy |
9,121,055
+555,037
| +6% | +$31.3M | 0.3% | 50 |
|
2024
Q2 | $508M | Buy |
8,566,018
+355,950
| +4% | +$21.1M | 0.31% | 50 |
|
2024
Q1 | $476M | Buy |
8,210,068
+1,128,763
| +16% | +$65.4M | 0.32% | 49 |
|
2023
Q4 | $349M | Buy |
7,081,305
+191,017
| +3% | +$9.41M | 0.3% | 55 |
|
2023
Q3 | $281M | Sell |
6,890,288
-26,386
| -0.4% | -$1.08M | 0.29% | 56 |
|
2023
Q2 | $296M | Sell |
6,916,674
-333,741
| -5% | -$14.3M | 0.3% | 57 |
|
2023
Q1 | $271M | Buy |
7,250,415
+956,413
| +15% | +$35.8M | 0.33% | 53 |
|
2022
Q4 | $260M | Buy |
6,294,002
+2,005,477
| +47% | +$82.8M | 0.3% | 56 |
|
2022
Q3 | $174M | Sell |
4,288,525
-33,649
| -0.8% | -$1.36M | 0.28% | 55 |
|
2022
Q2 | $171M | Buy |
4,322,174
+111,653
| +3% | +$4.41M | 0.24% | 61 |
|
2022
Q1 | $207M | Sell |
4,210,521
-1,119,710
| -21% | -$55M | 0.25% | 57 |
|
2021
Q4 | $256M | Sell |
5,330,231
-5,459,783
| -51% | -$263M | 0.24% | 57 |
|
2021
Q3 | $502M | Buy |
10,790,014
+3,861,585
| +56% | +$180M | 0.51% | 23 |
|
2021
Q2 | $313M | Buy |
6,928,429
+409,843
| +6% | +$18.5M | 0.33% | 46 |
|
2021
Q1 | $256M | Sell |
6,518,586
-181,888
| -3% | -$7.14M | 0.3% | 56 |
|
2020
Q4 | $201M | Buy |
6,700,474
+823,011
| +14% | +$24.6M | 0.27% | 64 |
|
2020
Q3 | $139M | Sell |
5,877,463
-1,208,458
| -17% | -$28.5M | 0.22% | 70 |
|
2020
Q2 | $181M | Buy |
7,085,921
+1,490,129
| +27% | +$38.1M | 0.34% | 46 |
|
2020
Q1 | $162M | Buy |
5,595,792
+1,267,748
| +29% | +$36.8M | 0.38% | 43 |
|
2019
Q4 | $231M | Buy |
4,328,044
+989,663
| +30% | +$52.7M | 0.4% | 33 |
|
2019
Q3 | $168M | Sell |
3,338,381
-552,382
| -14% | -$27.9M | 0.31% | 39 |
|
2019
Q2 | $184M | Buy |
3,890,763
+232,220
| +6% | +$11M | 0.35% | 46 |
|
2019
Q1 | $177M | Sell |
3,658,543
-365,677
| -9% | -$17.7M | 0.32% | 45 |
|
2018
Q4 | $185M | Buy |
4,024,220
+996,812
| +33% | +$45.9M | 0.34% | 42 |
|
2018
Q3 | $159M | Sell |
3,027,408
-722,611
| -19% | -$38M | 0.26% | 59 |
|
2018
Q2 | $208M | Sell |
3,750,019
-3,560,865
| -49% | -$197M | 0.37% | 36 |
|
2018
Q1 | $383M | Buy |
7,310,884
+589,155
| +9% | +$30.9M | 0.57% | 20 |
|
2017
Q4 | $408M | Sell |
6,721,729
-1,095,917
| -14% | -$66.5M | 0.59% | 38 |
|
2017
Q3 | $431M | Buy |
7,817,646
+1,095,888
| +16% | +$60.4M | 0.69% | 17 |
|
2017
Q2 | $372M | Sell |
6,721,758
-238,759
| -3% | -$13.2M | 0.68% | 18 |
|
2017
Q1 | $388M | Buy |
6,960,517
+1,557,126
| +29% | +$86.8M | 0.81% | 13 |
|
2016
Q4 | $298M | Buy |
5,403,391
+869,849
| +19% | +$47.9M | 0.69% | 12 |
|
2016
Q3 | $201M | Buy |
4,533,542
+60,755
| +1% | +$2.69M | 0.5% | 29 |
|
2016
Q2 | $212M | Sell |
4,472,787
-125,150
| -3% | -$5.92M | 0.58% | 19 |
|
2016
Q1 | $223M | Sell |
4,597,937
-457,541
| -9% | -$22.1M | 0.63% | 19 |
|
2015
Q4 | $275M | Sell |
5,055,478
-1,119,058
| -18% | -$60.9M | 0.66% | 20 |
|
2015
Q3 | $317M | Sell |
6,174,536
-686,911
| -10% | -$35.2M | 0.8% | 18 |
|
2015
Q2 | $386M | Sell |
6,861,447
-187,588
| -3% | -$10.5M | 0.79% | 17 |
|
2015
Q1 | $384M | Sell |
7,049,035
-620,031
| -8% | -$33.8M | 0.74% | 20 |
|
2014
Q4 | $421M | Buy |
7,669,066
+705,228
| +10% | +$38.7M | 0.87% | 12 |
|
2014
Q3 | $361M | Buy |
6,963,838
+663,845
| +11% | +$34.4M | 0.76% | 20 |
|
2014
Q2 | $331M | Buy |
6,299,993
+401,621
| +7% | +$21.1M | 0.72% | 22 |
|
2014
Q1 | $293M | Buy |
5,898,372
+299,890
| +5% | +$14.9M | 0.7% | 25 |
|
2013
Q4 | $254M | Sell |
5,598,482
-897,251
| -14% | -$40.7M | 0.66% | 20 |
|
2013
Q3 | $269M | Sell |
6,495,733
-865,479
| -12% | -$35.8M | 0.73% | 18 |
|
2013
Q2 | $304M | Buy |
+7,361,212
| New | +$304M | 0.92% | 15 |
|