Lindbrook Capital’s Wells Fargo WFC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.38M | Sell |
19,199
-614
| -3% | -$44.1K | 0.13% | 100 |
|
|
2024
Q4 | $1.39M | Sell |
19,813
-1,206
| -6% | -$84.7K | 0.13% | 101 |
|
|
2024
Q3 | $1.19M | Buy |
21,019
+345
| +2% | +$19.5K | 0.11% | 128 |
|
|
2024
Q2 | $1.23M | Buy |
20,674
+476
| +2% | +$28.3K | 0.12% | 110 |
|
|
2024
Q1 | $1.17M | Sell |
20,198
-305
| -1% | -$17.7K | 0.11% | 115 |
|
|
2023
Q4 | $1.01M | Buy |
20,503
+592
| +3% | +$29.1K | 0.1% | 121 |
|
|
2023
Q3 | $814K | Sell |
19,911
-1,293
| -6% | -$52.8K | 0.09% | 127 |
|
|
2023
Q2 | $905K | Buy |
21,204
+12,204
| +136% | +$521K | 0.1% | 126 |
|
|
2023
Q1 | $336K | Sell |
9,000
-3,882
| -30% | -$145K | 0.04% | 224 |
|
|
2022
Q4 | $532K | Buy |
12,882
+431
| +3% | +$17.8K | 0.07% | 178 |
|
|
2022
Q3 | $501K | Buy |
12,451
+4,391
| +54% | +$177K | 0.08% | 140 |
|
|
2022
Q2 | $316K | Buy |
8,060
+118
| +1% | +$4.63K | 0.05% | 211 |
|
|
2022
Q1 | $385K | Sell |
7,942
-47
| -0.6% | -$2.28K | 0.06% | 191 |
|
|
2021
Q4 | $383K | Buy |
7,989
+4,984
| +166% | +$239K | 0.06% | 193 |
|
|
2021
Q3 | $139K | Sell |
3,005
-5,909
| -66% | -$273K | 0.04% | 215 |
|
|
2021
Q2 | $404K | Buy |
8,914
+94
| +1% | +$4.26K | 0.09% | 93 |
|
|
2021
Q1 | $345K | Buy |
8,820
+1,131
| +15% | +$44.2K | 0.08% | 102 |
|
|
2020
Q4 | $232K | Sell |
7,689
-2,456
| -24% | -$74.1K | 0.06% | 127 |
|
|
2020
Q3 | $239K | Sell |
10,145
-1,821
| -15% | -$42.9K | 0.07% | 111 |
|
|
2020
Q2 | $306K | Sell |
11,966
-974
| -8% | -$24.9K | 0.09% | 88 |
|
|
2020
Q1 | $379K | Sell |
12,940
-1,538
| -11% | -$45K | 0.14% | 60 |
|
|
2019
Q4 | $779K | Buy |
14,478
+45
| +0.3% | +$2.42K | 0.27% | 33 |
|
|
2019
Q3 | $730K | Buy |
14,433
+1,532
| +12% | +$77.5K | 0.28% | 32 |
|
|
2019
Q2 | $610K | Buy |
12,901
+8,590
| +199% | +$406K | 0.24% | 40 |
|
|
2019
Q1 | $208K | Sell |
4,311
-5,241
| -55% | -$253K | 0.08% | 121 |
|
|
2018
Q4 | $440K | Buy |
+9,552
| New | +$440K | 0.22% | 47 |
|