Kayne Anderson Rudnick Investment Management’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 | $1.22M | Buy |
15,195
+2,961
| +24% | +$237K | ﹤0.01% | 366 |
|
|
2025
Q1 | $878K | Buy |
12,234
+7,516
| +159% | +$540K | ﹤0.01% | 394 |
|
|
2024
Q4 | $331K | Buy |
4,718
+319
| +7% | +$22.4K | ﹤0.01% | 427 |
|
|
2024
Q3 | $249K | Buy |
4,399
+1,013
| +30% | +$57.2K | ﹤0.01% | 434 |
|
|
2024
Q2 | $201K | Sell |
3,386
-1,338
| -28% | -$79.5K | ﹤0.01% | 458 |
|
|
2024
Q1 | $274K | Sell |
4,724
-112
| -2% | -$6.49K | ﹤0.01% | 446 |
|
|
2023
Q4 | $238K | Buy |
4,836
+469
| +11% | +$23.1K | ﹤0.01% | 425 |
|
|
2023
Q3 | $178K | Sell |
4,367
-54
| -1% | -$2.21K | ﹤0.01% | 434 |
|
|
2023
Q2 | $189K | Buy |
4,421
+216
| +5% | +$9.22K | ﹤0.01% | 432 |
|
|
2023
Q1 | $157K | Sell |
4,205
-27
| -0.6% | -$1.01K | ﹤0.01% | 428 |
|
|
2022
Q4 | $175K | Buy |
4,232
+27
| +0.6% | +$1.12K | ﹤0.01% | 439 |
|
|
2022
Q3 | $169K | Hold |
4,205
| – | – | ﹤0.01% | 418 |
|
|
2022
Q2 | $165K | Buy |
4,205
+791
| +23% | +$31K | ﹤0.01% | 420 |
|
|
2022
Q1 | $165K | Sell |
3,414
-49
| -1% | -$2.37K | ﹤0.01% | 411 |
|
|
2021
Q4 | $166K | Buy |
3,463
+49
| +1% | +$2.35K | ﹤0.01% | 426 |
|
|
2021
Q3 | $158K | Hold |
3,414
| – | – | ﹤0.01% | 413 |
|
|
2021
Q2 | $155K | Hold |
3,414
| – | – | ﹤0.01% | 407 |
|
|
2021
Q1 | $133K | Hold |
3,414
| – | – | ﹤0.01% | 409 |
|
|
2020
Q4 | $103K | Hold |
3,414
| – | – | ﹤0.01% | 405 |
|
|
2020
Q3 | $80K | Sell |
3,414
-123
| -3% | -$2.88K | ﹤0.01% | 400 |
|
|
2020
Q2 | $91K | Hold |
3,537
| – | – | ﹤0.01% | 382 |
|
|
2020
Q1 | $102K | Hold |
3,537
| – | – | ﹤0.01% | 368 |
|
|
2019
Q4 | $190K | Sell |
3,537
-477
| -12% | -$25.6K | ﹤0.01% | 351 |
|
|
2019
Q3 | $202K | Hold |
4,014
| – | – | ﹤0.01% | 345 |
|
|
2019
Q2 | $190K | Sell |
4,014
-705
| -15% | -$33.4K | ﹤0.01% | 337 |
|
|
2019
Q1 | $228K | Hold |
4,719
| – | – | ﹤0.01% | 329 |
|
|
2018
Q4 | $217K | Hold |
4,719
| – | – | ﹤0.01% | 347 |
|
|
2018
Q3 | $248K | Hold |
4,719
| – | – | ﹤0.01% | 325 |
|
|
2018
Q2 | $262K | Hold |
4,719
| – | – | ﹤0.01% | 327 |
|
|
2018
Q1 | $247K | Buy |
4,719
+705
| +18% | +$36.9K | ﹤0.01% | 336 |
|
|
2017
Q4 | $244K | Hold |
4,014
| – | – | ﹤0.01% | 330 |
|
|
2017
Q3 | $221K | Hold |
4,014
| – | – | ﹤0.01% | 330 |
|
|
2017
Q2 | $222K | Sell |
4,014
-2,260
| -36% | -$125K | ﹤0.01% | 331 |
|
|
2017
Q1 | $349K | Hold |
6,274
| – | – | ﹤0.01% | 328 |
|
|
2016
Q4 | $346K | Hold |
6,274
| – | – | ﹤0.01% | 320 |
|
|
2016
Q3 | $278K | Hold |
6,274
| – | – | ﹤0.01% | 324 |
|
|
2016
Q2 | $297K | Hold |
6,274
| – | – | ﹤0.01% | 319 |
|
|
2016
Q1 | $303K | Hold |
6,274
| – | – | ﹤0.01% | 309 |
|
|
2015
Q4 | $341K | Hold |
6,274
| – | – | 0.01% | 314 |
|
|
2015
Q3 | $322K | Sell |
6,274
-90
| -1% | -$4.62K | 0.01% | 306 |
|
|
2015
Q2 | $358K | Buy |
6,364
+90
| +1% | +$5.06K | 0.01% | 286 |
|
|
2015
Q1 | $341K | Hold |
6,274
| – | – | 0.01% | 287 |
|
|
2014
Q4 | $344K | Hold |
6,274
| – | – | 0.01% | 297 |
|
|
2014
Q3 | $325K | Hold |
6,274
| – | – | 0.01% | 292 |
|
|
2014
Q2 | $330K | Hold |
6,274
| – | – | 0.01% | 291 |
|
|
2014
Q1 | $312K | Hold |
6,274
| – | – | 0.01% | 282 |
|
|
2013
Q4 | $285K | Hold |
6,274
| – | – | ﹤0.01% | 276 |
|
|
2013
Q3 | $259K | Hold |
6,274
| – | – | ﹤0.01% | 266 |
|
|
2013
Q2 | $259K | Buy |
+6,274
| New | +$259K | 0.01% | 256 |
|