IFP Advisors’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 | $3.22M | Buy |
40,080
+24
| +0.1% | +$1.93K | 0.09% | 243 |
|
|
2025
Q1 | $2.88M | Sell |
40,056
-8,822
| -18% | -$633K | 0.09% | 267 |
|
|
2024
Q4 | $3.43M | Buy |
48,878
+8,470
| +21% | +$595K | 0.11% | 194 |
|
|
2024
Q3 | $2.28M | Buy |
40,408
+3,437
| +9% | +$194K | 0.08% | 272 |
|
|
2024
Q2 | $2.2M | Sell |
36,971
-7,563
| -17% | -$449K | 0.09% | 242 |
|
|
2024
Q1 | $2.58M | Sell |
44,534
-511
| -1% | -$29.6K | 0.11% | 194 |
|
|
2023
Q4 | $2.22M | Buy |
45,045
+5,117
| +13% | +$252K | 0.1% | 215 |
|
|
2023
Q3 | $1.63M | Sell |
39,928
-2,423
| -6% | -$99K | 0.07% | 285 |
|
|
2023
Q2 | $1.81M | Sell |
42,351
-76
| -0.2% | -$3.24K | 0.08% | 277 |
|
|
2023
Q1 | $2.05M | Sell |
42,427
-18,340
| -30% | -$885K | 0.09% | 226 |
|
|
2022
Q4 | $2.95M | Sell |
60,767
-6,122
| -9% | -$297K | 0.08% | 263 |
|
|
2022
Q3 | $3.25M | Buy |
66,889
+5,956
| +10% | +$290K | 0.08% | 258 |
|
|
2022
Q2 | $2.96M | Hold |
60,933
| – | – | 0.09% | 250 |
|
|
2022
Q1 | $2.96M | Buy |
60,933
+1,186
| +2% | +$57.7K | 0.09% | 250 |
|
|
2021
Q4 | $2.87M | Buy |
59,747
+9,197
| +18% | +$442K | 0.06% | 191 |
|
|
2021
Q3 | $2.35M | Buy |
50,550
+9,660
| +24% | +$449K | 0.05% | 219 |
|
|
2021
Q2 | $1.85M | Sell |
40,890
-665
| -2% | -$30.2K | 0.04% | 257 |
|
|
2021
Q1 | $1.63M | Buy |
41,555
+3,088
| +8% | +$121K | 0.03% | 267 |
|
|
2020
Q4 | $1.16M | Sell |
38,467
-1,131
| -3% | -$34K | 0.05% | 313 |
|
|
2020
Q3 | $931K | Sell |
39,598
-2,710
| -6% | -$63.7K | 0.06% | 304 |
|
|
2020
Q2 | $1.09M | Buy |
42,308
+24,934
| +144% | +$641K | 0.09% | 237 |
|
|
2020
Q1 | $533K | Buy |
17,374
+2,172
| +14% | +$66.6K | 0.05% | 339 |
|
|
2019
Q4 | $823K | Sell |
15,202
-8,930
| -37% | -$483K | 0.06% | 324 |
|
|
2019
Q3 | $1.23M | Buy |
+24,132
| New | +$1.23M | 0.08% | 260 |
|
|
2019
Q1 | $1.06M | Sell |
21,830
-30,850
| -59% | -$1.49M | 0.14% | 150 |
|
|
2018
Q4 | $2.41M | Sell |
52,680
-14,908
| -22% | -$683K | 0.15% | 155 |
|
|
2018
Q3 | $3.55M | Sell |
67,588
-5,568
| -8% | -$293K | 0.14% | 161 |
|
|
2018
Q2 | $4.06M | Sell |
73,156
-3,238
| -4% | -$180K | 0.17% | 138 |
|
|
2018
Q1 | $4.64M | Hold |
76,394
| – | – | 0.21% | 100 |
|
|
2017
Q4 | $4.64M | Sell |
76,394
-26,050
| -25% | -$1.58M | 0.21% | 100 |
|
|
2017
Q3 | $5.65M | Sell |
102,444
-10,071
| -9% | -$555K | 0.22% | 98 |
|
|
2017
Q2 | $6.23M | Sell |
112,515
-3,503
| -3% | -$194K | 0.26% | 77 |
|
|
2017
Q1 | $6.46M | Buy |
116,018
+5,077
| +5% | +$283K | 0.28% | 77 |
|
|
2016
Q4 | $6.11M | Buy |
110,941
+5,809
| +6% | +$320K | 0.3% | 70 |
|
|
2016
Q3 | $4.66M | Sell |
105,132
-14,331
| -12% | -$635K | 0.24% | 84 |
|
|
2016
Q2 | $5.65M | Buy |
119,463
+97,633
| +447% | +$4.62M | 0.32% | 66 |
|
|
2016
Q1 | $1.06M | Sell |
21,830
-101,927
| -82% | -$4.93M | 0.14% | 150 |
|
|
2015
Q4 | $6.73M | Buy |
+123,757
| New | +$6.73M | 0.45% | 44 |
|