LPL Financial’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 | $204M | Buy |
2,548,232
+322,885
| +15% | +$25.9M | 0.07% | 277 |
|
|
2025
Q1 | $160M | Buy |
2,225,347
+52,194
| +2% | +$3.75M | 0.06% | 293 |
|
|
2024
Q4 | $153M | Buy |
2,173,153
+92,879
| +4% | +$6.52M | 0.06% | 277 |
|
|
2024
Q3 | $118M | Buy |
2,080,274
+65,435
| +3% | +$3.7M | 0.05% | 316 |
|
|
2024
Q2 | $120M | Buy |
2,014,839
+177,750
| +10% | +$10.6M | 0.06% | 286 |
|
|
2024
Q1 | $106M | Sell |
1,837,089
-189,219
| -9% | -$11M | 0.06% | 301 |
|
|
2023
Q4 | $99.7M | Buy |
2,026,308
+79,523
| +4% | +$3.91M | 0.06% | 285 |
|
|
2023
Q3 | $79.5M | Buy |
1,946,785
+58,878
| +3% | +$2.41M | 0.06% | 301 |
|
|
2023
Q2 | $80.6M | Buy |
1,887,907
+68,908
| +4% | +$2.94M | 0.06% | 297 |
|
|
2023
Q1 | $68M | Buy |
1,818,999
+75,705
| +4% | +$2.83M | 0.05% | 326 |
|
|
2022
Q4 | $72M | Sell |
1,743,294
-37,002
| -2% | -$1.53M | 0.06% | 291 |
|
|
2022
Q3 | $71.6M | Buy |
1,780,296
+32,027
| +2% | +$1.29M | 0.07% | 258 |
|
|
2022
Q2 | $68.5M | Sell |
1,748,269
-1,476
| -0.1% | -$57.8K | 0.07% | 274 |
|
|
2022
Q1 | $84.8M | Buy |
1,749,745
+161,145
| +10% | +$7.81M | 0.07% | 250 |
|
|
2021
Q4 | $76.2M | Buy |
1,588,600
+135,553
| +9% | +$6.5M | 0.06% | 281 |
|
|
2021
Q3 | $67.4M | Buy |
1,453,047
+9,192
| +0.6% | +$427K | 0.06% | 282 |
|
|
2021
Q2 | $65.4M | Sell |
1,443,855
-19,661
| -1% | -$890K | 0.07% | 271 |
|
|
2021
Q1 | $57.2M | Sell |
1,463,516
-121,297
| -8% | -$4.74M | 0.07% | 270 |
|
|
2020
Q4 | $47.8M | Buy |
1,584,813
+46,844
| +3% | +$1.41M | 0.06% | 273 |
|
|
2020
Q3 | $36.2M | Sell |
1,537,969
-48,526
| -3% | -$1.14M | 0.06% | 285 |
|
|
2020
Q2 | $40.6M | Buy |
1,586,495
+780,610
| +97% | +$20M | 0.07% | 246 |
|
|
2020
Q1 | $23.1M | Buy |
805,885
+162,803
| +25% | +$4.67M | 0.05% | 285 |
|
|
2019
Q4 | $34.6M | Buy |
643,082
+30,915
| +5% | +$1.66M | 0.06% | 245 |
|
|
2019
Q3 | $30.9M | Buy |
612,167
+10,825
| +2% | +$546K | 0.06% | 247 |
|
|
2019
Q2 | $28.5M | Sell |
601,342
-40,174
| -6% | -$1.9M | 0.06% | 258 |
|
|
2019
Q1 | $31M | Buy |
641,516
+27,694
| +5% | +$1.34M | 0.07% | 236 |
|
|
2018
Q4 | $28.3M | Sell |
613,822
-73,153
| -11% | -$3.37M | 0.08% | 226 |
|
|
2018
Q3 | $36.1M | Sell |
686,975
-36,948
| -5% | -$1.94M | 0.09% | 204 |
|
|
2018
Q2 | $40.1M | Sell |
723,923
-66,410
| -8% | -$3.68M | 0.11% | 170 |
|
|
2018
Q1 | $41.4M | Buy |
790,333
+74,869
| +10% | +$3.92M | 0.11% | 164 |
|
|
2017
Q4 | $43.4M | Buy |
715,464
+26,205
| +4% | +$1.59M | 0.13% | 141 |
|
|
2017
Q3 | $38M | Sell |
689,259
-49,395
| -7% | -$2.72M | 0.13% | 142 |
|
|
2017
Q2 | $40.9M | Buy |
738,654
+645,975
| +697% | +$35.8M | 0.16% | 126 |
|
|
2017
Q1 | $5.14M | Sell |
92,679
-14,617
| -14% | -$811K | 0.04% | 420 |
|
|
2016
Q4 | $6.01M | Buy |
107,296
+11,485
| +12% | +$643K | 0.05% | 346 |
|
|
2016
Q3 | $4.19M | Sell |
95,811
-20,750
| -18% | -$908K | 0.04% | 445 |
|
|
2016
Q2 | $5.44M | Sell |
116,561
-1,280,479
| -92% | -$59.8M | 0.05% | 345 |
|
|
2016
Q1 | $66.4M | Sell |
1,397,040
-97,314
| -7% | -$4.62M | 0.18% | 118 |
|
|
2015
Q4 | $79M | Buy |
1,494,354
+697,786
| +88% | +$36.9M | 0.22% | 97 |
|
|
2015
Q3 | $41.7M | Buy |
796,568
+93,447
| +13% | +$4.9M | 0.23% | 92 |
|
|
2015
Q2 | $39.7M | Buy |
703,121
+56,557
| +9% | +$3.19M | 0.2% | 102 |
|
|
2015
Q1 | $34.9M | Buy |
646,564
+8,807
| +1% | +$475K | 0.18% | 112 |
|
|
2014
Q4 | $35M | Buy |
637,757
+30,025
| +5% | +$1.65M | 0.19% | 106 |
|
|
2014
Q3 | $31.2M | Buy |
607,732
+13,149
| +2% | +$674K | 0.19% | 113 |
|
|
2014
Q2 | $31.3M | Sell |
594,583
-6,851
| -1% | -$360K | 0.18% | 119 |
|
|
2014
Q1 | $29.9M | Buy |
601,434
+27,380
| +5% | +$1.36M | 0.18% | 116 |
|
|
2013
Q4 | $26.1M | Buy |
574,054
+29,676
| +5% | +$1.35M | 0.16% | 131 |
|
|
2013
Q3 | $22.7M | Buy |
544,378
+60,538
| +13% | +$2.53M | 0.15% | 137 |
|
|
2013
Q2 | $20M | Buy |
+483,840
| New | +$20M | 0.14% | 128 |
|