Loomis, Sayles & Company’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $50.3K | Sell |
627
-275
| -30% | -$22K | ﹤0.01% | 612 |
|
|
2025
Q1 | $65K | Sell |
902
-482
| -35% | -$34.7K | ﹤0.01% | 604 |
|
|
2024
Q4 | $97K | Buy |
1,384
+196
| +16% | +$13.7K | ﹤0.01% | 562 |
|
|
2024
Q3 | $67K | Buy |
1,188
+21
| +2% | +$1.18K | ﹤0.01% | 598 |
|
|
2024
Q2 | $69K | Buy |
1,167
+24
| +2% | +$1.42K | ﹤0.01% | 592 |
|
|
2024
Q1 | $66K | Buy |
1,143
+101
| +10% | +$5.83K | ﹤0.01% | 587 |
|
|
2023
Q4 | $51K | Sell |
1,042
-52
| -5% | -$2.55K | ﹤0.01% | 606 |
|
|
2023
Q3 | $45K | Buy |
1,094
+123
| +13% | +$5.06K | ﹤0.01% | 621 |
|
|
2023
Q2 | $41K | Sell |
971
-18,000
| -95% | -$760K | ﹤0.01% | 645 |
|
|
2023
Q1 | $709K | Buy |
18,971
+18,657
| +5,942% | +$697K | ﹤0.01% | 459 |
|
|
2022
Q4 | $13K | Hold |
314
| – | – | ﹤0.01% | 781 |
|
|
2022
Q3 | $13K | Sell |
314
-597
| -66% | -$24.7K | ﹤0.01% | 653 |
|
|
2022
Q2 | $36K | Sell |
911
-11,245
| -93% | -$444K | ﹤0.01% | 567 |
|
|
2022
Q1 | $589K | Sell |
12,156
-7,476
| -38% | -$362K | ﹤0.01% | 489 |
|
|
2021
Q4 | $942K | Buy |
19,632
+18,117
| +1,196% | +$869K | ﹤0.01% | 499 |
|
|
2021
Q3 | $70K | Sell |
1,515
-1,364
| -47% | -$63K | ﹤0.01% | 581 |
|
|
2021
Q2 | $130K | Buy |
2,879
+2,180
| +312% | +$98.4K | ﹤0.01% | 551 |
|
|
2021
Q1 | $27K | Buy |
+699
| New | +$27K | ﹤0.01% | 621 |
|
|
2020
Q3 | – | Sell |
-1,437
| Closed | -$37K | – | 735 |
|
|
2020
Q2 | $37K | Sell |
1,437
-77
| -5% | -$1.98K | ﹤0.01% | 549 |
|
|
2020
Q1 | $43K | Sell |
1,514
-4,527
| -75% | -$129K | ﹤0.01% | 560 |
|
|
2019
Q4 | $325K | Sell |
6,041
-388
| -6% | -$20.9K | ﹤0.01% | 513 |
|
|
2019
Q3 | $324K | Sell |
6,429
-25,772
| -80% | -$1.3M | ﹤0.01% | 502 |
|
|
2019
Q2 | $1.52M | Buy |
+32,201
| New | +$1.52M | ﹤0.01% | 480 |
|
|
2019
Q1 | – | Sell |
-18,183
| Closed | -$838K | – | 886 |
|
|
2018
Q4 | $838K | Sell |
18,183
-208,482
| -92% | -$9.61M | ﹤0.01% | 549 |
|
|
2018
Q3 | $11.9M | Sell |
226,665
-490,975
| -68% | -$25.8M | 0.02% | 333 |
|
|
2018
Q2 | $39.8M | Sell |
717,640
-241,290
| -25% | -$13.4M | 0.08% | 105 |
|
|
2018
Q1 | $50.3M | Sell |
958,930
-909,788
| -49% | -$47.7M | 0.11% | 86 |
|
|
2017
Q4 | $113M | Sell |
1,868,718
-517,563
| -22% | -$31.4M | 0.24% | 44 |
|
|
2017
Q3 | $132M | Sell |
2,386,281
-264,307
| -10% | -$14.6M | 0.29% | 40 |
|
|
2017
Q2 | $147M | Sell |
2,650,588
-464,010
| -15% | -$25.7M | 0.35% | 38 |
|
|
2017
Q1 | $173M | Buy |
3,114,598
+134,565
| +5% | +$7.49M | 0.43% | 38 |
|
|
2016
Q4 | $164M | Buy |
2,980,033
+9,340
| +0.3% | +$515K | 0.4% | 39 |
|
|
2016
Q3 | $132M | Buy |
2,970,693
+255,907
| +9% | +$11.3M | 0.33% | 41 |
|
|
2016
Q2 | $128M | Sell |
2,714,786
-271,749
| -9% | -$12.9M | 0.35% | 40 |
|
|
2016
Q1 | $144M | Sell |
2,986,535
-55,480
| -2% | -$2.68M | 0.41% | 41 |
|
|
2015
Q4 | $165M | Buy |
3,042,015
+157,572
| +5% | +$8.57M | 0.47% | 39 |
|
|
2015
Q3 | $148M | Buy |
2,884,443
+188,425
| +7% | +$9.68M | 0.44% | 43 |
|
|
2015
Q2 | $152M | Buy |
2,696,018
+336,511
| +14% | +$18.9M | 0.41% | 47 |
|
|
2015
Q1 | $128M | Sell |
2,359,507
-259,262
| -10% | -$14.1M | 0.36% | 51 |
|
|
2014
Q4 | $144M | Sell |
2,618,769
-340,446
| -12% | -$18.7M | 0.4% | 48 |
|
|
2014
Q3 | $153M | Sell |
2,959,215
-408,755
| -12% | -$21.2M | 0.45% | 45 |
|
|
2014
Q2 | $177M | Sell |
3,367,970
-697,641
| -17% | -$36.7M | 0.5% | 42 |
|
|
2014
Q1 | $202M | Sell |
4,065,611
-142,111
| -3% | -$7.07M | 0.57% | 37 |
|
|
2013
Q4 | $191M | Sell |
4,207,722
-85,506
| -2% | -$3.88M | 0.57% | 33 |
|
|
2013
Q3 | $177M | Sell |
4,293,228
-6,221
| -0.1% | -$257K | 0.57% | 33 |
|
|
2013
Q2 | $177K | Buy |
+4,299,449
| New | +$177K | 0.63% | 24 |
|