IFWM
Institute for Wealth Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $629K | Buy |
7,854
+5
| +0.1% | +$401 | 0.07% | 266 |
|
|
2025
Q1 | $564K | Buy |
7,849
+4
| +0.1% | +$287 | 0.07% | 269 |
|
|
2024
Q4 | $551K | Sell |
7,845
-525
| -6% | -$36.9K | 0.07% | 271 |
|
|
2024
Q3 | $473K | Sell |
8,370
-1,476
| -15% | -$83.4K | 0.06% | 311 |
|
|
2024
Q2 | $585K | Sell |
9,846
-547
| -5% | -$32.5K | 0.08% | 251 |
|
|
2024
Q1 | $602K | Buy |
10,393
+6
| +0.1% | +$348 | 0.08% | 248 |
|
|
2023
Q4 | $511K | Sell |
10,387
-155
| -1% | -$7.63K | 0.08% | 260 |
|
|
2023
Q3 | $431K | Sell |
10,542
-344
| -3% | -$14.1K | 0.08% | 278 |
|
|
2023
Q2 | $465K | Buy |
10,886
+640
| +6% | +$27.3K | 0.08% | 270 |
|
|
2023
Q1 | $383K | Buy |
10,246
+1,029
| +11% | +$38.5K | 0.07% | 303 |
|
|
2022
Q4 | $381K | Buy |
9,217
+704
| +8% | +$29.1K | 0.08% | 303 |
|
|
2022
Q3 | $342K | Sell |
8,513
-3,324
| -28% | -$134K | 0.08% | 313 |
|
|
2022
Q2 | $464K | Buy |
11,837
+170
| +1% | +$6.66K | 0.09% | 284 |
|
|
2022
Q1 | $565K | Buy |
11,667
+3,005
| +35% | +$146K | 0.09% | 271 |
|
|
2021
Q4 | $416K | Sell |
8,662
-95
| -1% | -$4.56K | 0.07% | 310 |
|
|
2021
Q3 | $406K | Sell |
8,757
-211
| -2% | -$9.78K | 0.07% | 311 |
|
|
2021
Q2 | $406K | Sell |
8,968
-16,970
| -65% | -$768K | 0.07% | 311 |
|
|
2021
Q1 | $1.01M | Sell |
25,938
-230
| -0.9% | -$8.98K | 0.19% | 137 |
|
|
2020
Q4 | $790K | Sell |
26,168
-9,512
| -27% | -$287K | 0.16% | 166 |
|
|
2020
Q3 | $839K | Buy |
35,680
+25,366
| +246% | +$596K | 0.19% | 134 |
|
|
2020
Q2 | $264K | Buy |
10,314
+1,762
| +21% | +$45.1K | 0.06% | 343 |
|
|
2020
Q1 | $245K | Buy |
8,552
+1,265
| +17% | +$36.2K | 0.08% | 317 |
|
|
2019
Q4 | $392K | Buy |
7,287
+347
| +5% | +$18.7K | 0.09% | 295 |
|
|
2019
Q3 | $350K | Sell |
6,940
-2,550
| -27% | -$129K | 0.09% | 298 |
|
|
2019
Q2 | $449K | Sell |
9,490
-3,086
| -25% | -$146K | 0.1% | 278 |
|
|
2019
Q1 | $608K | Buy |
+12,576
| New | +$608K | 0.13% | 210 |
|
|
2018
Q4 | – | Sell |
-12,023
| Closed | -$632K | – | 351 |
|
|
2018
Q3 | $632K | Buy |
12,023
+83
| +0.7% | +$4.36K | 0.21% | 140 |
|
|
2018
Q2 | $661K | Buy |
11,940
+99
| +0.8% | +$5.48K | 0.21% | 144 |
|
|
2018
Q1 | $610K | Buy |
11,841
+646
| +6% | +$33.3K | 0.18% | 174 |
|
|
2017
Q4 | $680K | Buy |
11,195
+77
| +0.7% | +$4.68K | 0.16% | 185 |
|
|
2017
Q3 | $611K | Buy |
11,118
+1,227
| +12% | +$67.4K | 0.2% | 163 |
|
|
2017
Q2 | $548K | Buy |
+9,891
| New | +$548K | 0.15% | 209 |
|