Mackenzie Financial’s Wells Fargo WFC Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $63.3M | Sell |
790,066
-284,541
| -26% | -$22.8M | 0.08% | 202 |
|
|
2025
Q1 | $77.1M | Sell |
1,074,607
-234,561
| -18% | -$16.8M | 0.11% | 168 |
|
|
2024
Q4 | $92M | Sell |
1,309,168
-146,839
| -10% | -$10.3M | 0.13% | 155 |
|
|
2024
Q3 | $82.2M | Sell |
1,456,007
-135,112
| -8% | -$7.63M | 0.11% | 165 |
|
|
2024
Q2 | $94.5M | Sell |
1,591,119
-31,546
| -2% | -$1.87M | 0.14% | 142 |
|
|
2024
Q1 | $94M | Sell |
1,622,665
-68,259
| -4% | -$3.96M | 0.14% | 145 |
|
|
2023
Q4 | $83.2M | Buy |
1,690,924
+433,292
| +34% | +$21.3M | 0.13% | 154 |
|
|
2023
Q3 | $48.6M | Buy |
1,257,632
+144,713
| +13% | +$5.6M | 0.08% | 196 |
|
|
2023
Q2 | $48.3M | Buy |
1,112,919
+92,850
| +9% | +$4.03M | 0.07% | 216 |
|
|
2023
Q1 | $38.1M | Sell |
1,020,069
-83,671
| -8% | -$3.13M | 0.06% | 253 |
|
|
2022
Q4 | $45.6M | Sell |
1,103,740
-332,114
| -23% | -$13.7M | 0.08% | 216 |
|
|
2022
Q3 | $57.8M | Sell |
1,435,854
-141,644
| -9% | -$5.7M | 0.1% | 190 |
|
|
2022
Q2 | $61.8M | Buy |
1,577,498
+256,628
| +19% | +$10.1M | 0.1% | 193 |
|
|
2022
Q1 | $64M | Buy |
1,320,870
+24,004
| +2% | +$1.16M | 0.09% | 204 |
|
|
2021
Q4 | $62.2M | Sell |
1,296,866
-533,574
| -29% | -$25.6M | 0.08% | 218 |
|
|
2021
Q3 | $85M | Sell |
1,830,440
-461,564
| -20% | -$21.4M | 0.12% | 173 |
|
|
2021
Q2 | $104M | Buy |
2,292,004
+554,716
| +32% | +$25.1M | 0.14% | 157 |
|
|
2021
Q1 | $67.9M | Buy |
1,737,288
+766,005
| +79% | +$29.9M | 0.1% | 180 |
|
|
2020
Q4 | $29.3M | Buy |
971,283
+742,727
| +325% | +$22.4M | 0.06% | 224 |
|
|
2020
Q3 | $5.37M | Sell |
228,556
-68,364
| -23% | -$1.61M | 0.01% | 396 |
|
|
2020
Q2 | $7.6M | Sell |
296,920
-833,956
| -74% | -$21.3M | 0.02% | 331 |
|
|
2020
Q1 | $32.5M | Sell |
1,130,876
-2,253,175
| -67% | -$64.7M | 0.1% | 187 |
|
|
2019
Q4 | $182M | Buy |
3,384,051
+253,457
| +8% | +$13.6M | 0.45% | 61 |
|
|
2019
Q3 | $158M | Sell |
3,130,594
-1,140,889
| -27% | -$57.5M | 0.42% | 61 |
|
|
2019
Q2 | $202M | Sell |
4,271,483
-295,226
| -6% | -$14M | 0.52% | 52 |
|
|
2019
Q1 | $221M | Sell |
4,566,709
-302,432
| -6% | -$14.6M | 0.53% | 47 |
|
|
2018
Q4 | $224M | Sell |
4,869,141
-515,172
| -10% | -$23.7M | 0.59% | 39 |
|
|
2018
Q3 | $283M | Buy |
5,384,313
+218,046
| +4% | +$11.5M | 0.69% | 35 |
|
|
2018
Q2 | $286M | Sell |
5,166,267
-16,460
| -0.3% | -$913K | 0.73% | 35 |
|
|
2018
Q1 | $272M | Sell |
5,182,727
-681,489
| -12% | -$35.7M | 0.69% | 34 |
|
|
2017
Q4 | $356M | Buy |
5,864,216
+1,331,417
| +29% | +$80.8M | 0.86% | 27 |
|
|
2017
Q3 | $250M | Buy |
4,532,799
+186,961
| +4% | +$10.3M | 1.35% | 15 |
|
|
2017
Q2 | $241M | Buy |
4,345,838
+30,027
| +0.7% | +$1.66M | 1.34% | 15 |
|
|
2017
Q1 | $240M | Sell |
4,315,811
-9,537
| -0.2% | -$531K | 1.4% | 15 |
|
|
2016
Q4 | $238M | Buy |
4,325,348
+611,513
| +16% | +$33.7M | 1.43% | 16 |
|
|
2016
Q3 | $164M | Buy |
3,713,835
+2,418,342
| +187% | +$107M | 1.03% | 25 |
|
|
2016
Q2 | $61.3M | Buy |
1,295,493
+86,674
| +7% | +$4.1M | 0.35% | 73 |
|
|
2016
Q1 | $58.5M | Sell |
1,208,819
-123,139
| -9% | -$5.95M | 0.53% | 39 |
|
|
2015
Q4 | $72.4M | Sell |
1,331,958
-397,051
| -23% | -$21.6M | 0.45% | 55 |
|
|
2015
Q3 | $88.8M | Buy |
1,729,009
+192,999
| +13% | +$9.91M | 0.54% | 47 |
|
|
2015
Q2 | $86.4M | Buy |
1,536,010
+3,041
| +0.2% | +$171K | 0.47% | 53 |
|
|
2015
Q1 | $83.4M | Sell |
1,532,969
-28,547
| -2% | -$1.55M | 0.44% | 55 |
|
|
2014
Q4 | $85.6M | Sell |
1,561,516
-44,339
| -3% | -$2.43M | 0.44% | 56 |
|
|
2014
Q3 | $83.3M | Sell |
1,605,855
-26,560
| -2% | -$1.38M | 0.42% | 59 |
|
|
2014
Q2 | $85.8M | Buy |
1,632,415
+82,471
| +5% | +$4.33M | 0.4% | 62 |
|
|
2014
Q1 | $77.1M | Buy |
1,549,944
+43,683
| +3% | +$2.17M | 0.38% | 61 |
|
|
2013
Q4 | $68.4M | Buy |
1,506,261
+109,479
| +8% | +$4.97M | 0.35% | 63 |
|
|
2013
Q3 | $57.7M | Sell |
1,396,782
-459,955
| -25% | -$19M | 0.29% | 76 |
|
|
2013
Q2 | $76.6M | Buy |
+1,856,737
| New | +$76.6M | 0.37% | 74 |
|