IIM
INTECH Investment Management’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $65M | Sell |
811,274
-206,118
| -20% | -$16.5M | 0.61% | 25 |
|
|
2025
Q1 | $73M | Buy |
1,017,392
+297,422
| +41% | +$21.4M | 0.75% | 17 |
|
|
2024
Q4 | $50.6M | Buy |
719,970
+584,415
| +431% | +$41M | 0.49% | 30 |
|
|
2024
Q3 | $7.66M | Buy |
135,555
+34,068
| +34% | +$1.92M | 0.09% | 191 |
|
|
2024
Q2 | $6.03M | Sell |
101,487
-22,580
| -18% | -$1.34M | 0.07% | 228 |
|
|
2024
Q1 | $7.19M | Sell |
124,067
-88,584
| -42% | -$5.13M | 0.1% | 175 |
|
|
2023
Q4 | $10.5M | Sell |
212,651
-457,317
| -68% | -$22.5M | 0.15% | 141 |
|
|
2023
Q3 | $27.4M | Sell |
669,968
-828,469
| -55% | -$33.9M | 0.4% | 60 |
|
|
2023
Q2 | $64M | Buy |
1,498,437
+256,299
| +21% | +$10.9M | 0.66% | 34 |
|
|
2023
Q1 | $46.4M | Buy |
1,242,138
+186,206
| +18% | +$6.96M | 0.37% | 58 |
|
|
2022
Q4 | $43.6M | Buy |
1,055,932
+64,910
| +7% | +$2.68M | 0.33% | 76 |
|
|
2022
Q3 | $39.9M | Buy |
991,022
+112,199
| +13% | +$4.51M | 0.3% | 93 |
|
|
2022
Q2 | $34.4M | Buy |
+878,823
| New | +$34.4M | 0.2% | 141 |
|