Integrated Investment Consultants’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 | $775K | Sell |
9,667
-153
| -2% | -$12.3K | 0.15% | 102 |
|
|
2025
Q1 | $705K | Sell |
9,820
-15,766
| -62% | -$1.13M | 0.14% | 111 |
|
|
2024
Q4 | $1.8M | Buy |
25,586
+17,241
| +207% | +$1.21M | 0.37% | 54 |
|
|
2024
Q3 | $471K | Buy |
+8,345
| New | +$471K | 0.1% | 150 |
|
|
2023
Q3 | – | Sell |
-6,985
| Closed | -$298K | – | 272 |
|
|
2023
Q2 | $298K | Buy |
6,985
+91
| +1% | +$3.88K | 0.09% | 189 |
|
|
2023
Q1 | $258K | Sell |
6,894
-1,778
| -21% | -$66.5K | 0.08% | 221 |
|
|
2022
Q4 | $358K | Buy |
8,672
+3,107
| +56% | +$128K | 0.12% | 144 |
|
|
2022
Q3 | $224K | Buy |
+5,565
| New | +$224K | 0.09% | 189 |
|
|
2022
Q2 | – | Sell |
-4,234
| Closed | -$205K | – | 292 |
|
|
2022
Q1 | $205K | Sell |
4,234
-272
| -6% | -$13.2K | 0.06% | 274 |
|
|
2021
Q4 | $216K | Sell |
4,506
-892
| -17% | -$42.8K | 0.06% | 273 |
|
|
2021
Q3 | $251K | Buy |
5,398
+825
| +18% | +$38.4K | 0.07% | 242 |
|
|
2021
Q2 | $207K | Buy |
+4,573
| New | +$207K | 0.06% | 265 |
|
|
2020
Q3 | – | Sell |
-9,326
| Closed | -$239K | – | 212 |
|
|
2020
Q2 | $239K | Sell |
9,326
-632
| -6% | -$16.2K | 0.11% | 133 |
|
|
2020
Q1 | $286K | Sell |
9,958
-9,989
| -50% | -$287K | 0.17% | 99 |
|
|
2019
Q4 | $1.07M | Buy |
19,947
+12,294
| +161% | +$661K | 0.44% | 45 |
|
|
2019
Q3 | $386K | Buy |
+7,653
| New | +$386K | 0.2% | 87 |
|
|
2018
Q2 | – | Sell |
-5,157
| Closed | -$270K | – | 703 |
|
|
2018
Q1 | $270K | Buy |
+5,157
| New | +$270K | 0.11% | 132 |
|
|
2017
Q3 | $85K | Buy |
1,539
+43
| +3% | +$2.38K | 0.04% | 328 |
|
|
2017
Q2 | $83K | Buy |
1,496
+2
| +0.1% | +$111 | 0.04% | 329 |
|
|
2017
Q1 | $83K | Buy |
1,494
+1
| +0.1% | +$56 | 0.04% | 327 |
|
|
2016
Q4 | $82K | Buy |
1,493
+2
| +0.1% | +$110 | 0.04% | 313 |
|
|
2016
Q3 | $67K | Sell |
1,491
-271
| -15% | -$12.2K | 0.03% | 344 |
|
|
2016
Q2 | $83K | Buy |
1,762
+46
| +3% | +$2.17K | 0.05% | 313 |
|
|
2016
Q1 | $81K | Buy |
+1,716
| New | +$81K | 0.05% | 279 |
|