Integrated Wealth Concepts’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 | $8.77M | Sell |
109,506
-9,860
| -8% | -$790K | 0.09% | 215 |
|
|
2025
Q1 | $8.57M | Buy |
119,366
+1,295
| +1% | +$93K | 0.1% | 192 |
|
|
2024
Q4 | $8.29M | Buy |
118,071
+39,635
| +51% | +$2.78M | 0.1% | 203 |
|
|
2024
Q3 | $4.43M | Sell |
78,436
-9,948
| -11% | -$562K | 0.05% | 318 |
|
|
2024
Q2 | $5.25M | Sell |
88,384
-3,298
| -4% | -$196K | 0.07% | 251 |
|
|
2024
Q1 | $5.31M | Sell |
91,682
-32,597
| -26% | -$1.89M | 0.08% | 256 |
|
|
2023
Q4 | $6.12M | Buy |
124,279
+15,546
| +14% | +$765K | 0.1% | 211 |
|
|
2023
Q3 | $4.44M | Buy |
108,733
+410
| +0.4% | +$16.8K | 0.08% | 247 |
|
|
2023
Q2 | $4.62M | Buy |
108,323
+8,565
| +9% | +$366K | 0.08% | 242 |
|
|
2023
Q1 | $3.73M | Buy |
99,758
+64,772
| +185% | +$2.42M | 0.08% | 242 |
|
|
2022
Q4 | $1.45M | Buy |
34,986
+2,241
| +7% | +$92.6K | 0.04% | 393 |
|
|
2022
Q3 | $1.32M | Sell |
32,745
-770
| -2% | -$31K | 0.04% | 362 |
|
|
2022
Q2 | $1.31M | Buy |
33,515
+1,316
| +4% | +$51.6K | 0.04% | 374 |
|
|
2022
Q1 | $1.56M | Buy |
32,199
+738
| +2% | +$35.8K | 0.05% | 301 |
|
|
2021
Q4 | $1.51M | Sell |
31,461
-4,461
| -12% | -$214K | 0.04% | 311 |
|
|
2021
Q3 | $1.67M | Buy |
35,922
+8,094
| +29% | +$376K | 0.05% | 272 |
|
|
2021
Q2 | $1.26M | Buy |
27,828
+1,510
| +6% | +$68.4K | 0.04% | 295 |
|
|
2021
Q1 | $1.03M | Sell |
26,318
-11,585
| -31% | -$453K | 0.04% | 289 |
|
|
2020
Q4 | $1.14M | Buy |
37,903
+12,358
| +48% | +$373K | 0.05% | 227 |
|
|
2020
Q3 | $601K | Sell |
25,545
-1,706
| -6% | -$40.1K | 0.04% | 305 |
|
|
2020
Q2 | $698K | Buy |
+27,251
| New | +$698K | 0.05% | 224 |
|
|
2020
Q1 | – | Sell |
-7,861
| Closed | -$423K | – | 484 |
|
|
2019
Q4 | $423K | Sell |
7,861
-500
| -6% | -$26.9K | 0.04% | 298 |
|
|
2019
Q3 | $422K | Sell |
8,361
-5,968
| -42% | -$301K | 0.05% | 235 |
|
|
2019
Q2 | $661K | Buy |
14,329
+4,548
| +46% | +$210K | 0.09% | 151 |
|
|
2019
Q1 | $473K | Buy |
9,781
+2,375
| +32% | +$115K | 0.08% | 175 |
|
|
2018
Q4 | $341K | Buy |
7,406
+1,692
| +30% | +$77.9K | 0.09% | 172 |
|
|
2018
Q3 | $299K | Sell |
5,714
-192
| -3% | -$10K | 0.09% | 174 |
|
|
2018
Q2 | $333K | Buy |
5,906
+13
| +0.2% | +$733 | 0.11% | 144 |
|
|
2018
Q1 | $303K | Buy |
5,893
+762
| +15% | +$39.2K | 0.12% | 143 |
|
|
2017
Q4 | $318K | Buy |
+5,131
| New | +$318K | 0.14% | 128 |
|