IPG Investment 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 | $204K | Buy |
+2,550
| New | +$204K | 0.04% | 164 |
|
|
2025
Q1 | – | Sell |
-11,534
| Closed | -$810K | – | 200 |
|
|
2024
Q4 | $810K | Hold |
11,534
| – | – | 0.18% | 79 |
|
|
2024
Q3 | $652K | Hold |
11,534
| – | – | 0.14% | 90 |
|
|
2024
Q2 | $685K | Hold |
11,534
| – | – | 0.15% | 82 |
|
|
2024
Q1 | $669K | Sell |
11,534
-14,434
| -56% | -$837K | 0.15% | 84 |
|
|
2023
Q4 | $1.28M | Buy |
25,968
+13,209
| +104% | +$650K | 0.26% | 64 |
|
|
2023
Q3 | $521K | Buy |
12,759
+970
| +8% | +$39.6K | 0.11% | 107 |
|
|
2023
Q2 | $503K | Sell |
11,789
-3,000
| -20% | -$128K | 0.11% | 104 |
|
|
2023
Q1 | $553K | Buy |
14,789
+2,000
| +16% | +$74.8K | 0.13% | 87 |
|
|
2022
Q4 | $528K | Sell |
12,789
-250
| -2% | -$10.3K | 0.15% | 72 |
|
|
2022
Q3 | $524K | Sell |
13,039
-1,554
| -11% | -$62.5K | 0.15% | 73 |
|
|
2022
Q2 | $572K | Sell |
14,593
-2,400
| -14% | -$94.1K | 0.14% | 78 |
|
|
2022
Q1 | $823K | Sell |
16,993
-2,958
| -15% | -$143K | 0.16% | 72 |
|
|
2021
Q4 | $958K | Buy |
+19,951
| New | +$958K | 0.17% | 76 |
|
|
2021
Q2 | – | Sell |
-49,843
| Closed | -$1.95M | – | 225 |
|
|
2021
Q1 | $1.95M | Buy |
49,843
+1,225
| +3% | +$47.9K | 0.38% | 47 |
|
|
2020
Q4 | $1.47M | Sell |
48,618
-4,300
| -8% | -$130K | 0.34% | 52 |
|
|
2020
Q3 | $1.24M | Buy |
52,918
+30,000
| +131% | +$705K | 0.36% | 46 |
|
|
2020
Q2 | $587K | Buy |
22,918
+14,862
| +184% | +$380K | 0.2% | 67 |
|
|
2020
Q1 | $231K | Sell |
8,056
-3,509
| -30% | -$101K | 0.1% | 101 |
|
|
2019
Q4 | $622K | Sell |
11,565
-799
| -6% | -$43K | 0.2% | 70 |
|
|
2019
Q3 | $624K | Buy |
12,364
+3,082
| +33% | +$155K | 0.22% | 63 |
|
|
2019
Q2 | $439K | Sell |
9,282
-789
| -8% | -$37.3K | 0.16% | 79 |
|
|
2019
Q1 | $487K | Buy |
10,071
+1
| +0% | +$48 | 0.17% | 86 |
|
|
2018
Q4 | $464K | Buy |
10,070
+438
| +5% | +$20.2K | 0.18% | 70 |
|
|
2018
Q3 | $506K | Sell |
9,632
-268
| -3% | -$14.1K | 0.16% | 85 |
|
|
2018
Q2 | $549K | Buy |
9,900
+129
| +1% | +$7.15K | 0.19% | 78 |
|
|
2018
Q1 | $512K | Buy |
9,771
+1,469
| +18% | +$77K | 0.17% | 74 |
|
|
2017
Q4 | $504K | Buy |
8,302
+3,165
| +62% | +$192K | 0.21% | 66 |
|
|
2017
Q3 | $283K | Sell |
5,137
-2,713
| -35% | -$150K | 0.1% | 103 |
|
|
2017
Q2 | $435K | Buy |
7,850
+73
| +0.9% | +$4.05K | 0.17% | 71 |
|
|
2017
Q1 | $433K | Buy |
7,777
+93
| +1% | +$5.18K | 0.2% | 73 |
|
|
2016
Q4 | $423K | Sell |
7,684
-1,897
| -20% | -$105K | 0.17% | 76 |
|
|
2016
Q3 | $424K | Buy |
9,581
+1,007
| +12% | +$44.6K | 0.18% | 67 |
|
|
2016
Q2 | $406K | Buy |
8,574
+444
| +5% | +$21K | 0.17% | 78 |
|
|
2016
Q1 | $393K | Sell |
8,130
-48,757
| -86% | -$2.36M | 0.18% | 69 |
|
|
2015
Q4 | $3.09M | Buy |
56,887
+900
| +2% | +$49K | 1.43% | 17 |
|
|
2015
Q3 | $2.87M | Buy |
55,987
+48,820
| +681% | +$2.51M | 1.34% | 18 |
|
|
2015
Q2 | $403K | Hold |
7,167
| – | – | 0.15% | 85 |
|
|
2015
Q1 | $390K | Hold |
7,167
| – | – | 0.15% | 81 |
|
|
2014
Q4 | $393K | Hold |
7,167
| – | – | 0.15% | 74 |
|
|
2014
Q3 | $372K | Sell |
7,167
-70
| -1% | -$3.63K | 0.13% | 65 |
|
|
2014
Q2 | $380K | Buy |
7,237
+300
| +4% | +$15.8K | 0.16% | 64 |
|
|
2014
Q1 | $345K | Buy |
+6,937
| New | +$345K | 0.16% | 55 |
|