Madison Asset 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 | $1.07M | Sell |
13,295
-4,408
| -25% | -$353K | 0.01% | 279 |
|
|
2025
Q1 | $1.27M | Sell |
17,703
-23,884
| -57% | -$1.71M | 0.01% | 263 |
|
|
2024
Q4 | $2.92M | Sell |
41,587
-48,141
| -54% | -$3.38M | 0.03% | 214 |
|
|
2024
Q3 | $5.07M | Sell |
89,728
-3,031
| -3% | -$171K | 0.06% | 171 |
|
|
2024
Q2 | $5.51M | Sell |
92,759
-1,998
| -2% | -$119K | 0.07% | 166 |
|
|
2024
Q1 | $5.49M | Sell |
94,757
-1,927
| -2% | -$112K | 0.07% | 166 |
|
|
2023
Q4 | $4.76M | Sell |
96,684
-1,835
| -2% | -$90.3K | 0.06% | 175 |
|
|
2023
Q3 | $4.03M | Sell |
98,519
-1,049
| -1% | -$42.9K | 0.06% | 179 |
|
|
2023
Q2 | $4.25M | Buy |
99,568
+266
| +0.3% | +$11.4K | 0.06% | 184 |
|
|
2023
Q1 | $3.71M | Buy |
99,302
+11,323
| +13% | +$423K | 0.06% | 193 |
|
|
2022
Q4 | $3.63M | Sell |
87,979
-982
| -1% | -$40.6K | 0.06% | 197 |
|
|
2022
Q3 | $3.58M | Sell |
88,961
-1,201
| -1% | -$48.3K | 0.06% | 188 |
|
|
2022
Q2 | $3.53M | Buy |
+90,162
| New | +$3.53M | 0.06% | 203 |
|
|
2021
Q3 | – | Sell |
-5,218
| Closed | -$236K | – | 325 |
|
|
2021
Q2 | $236K | Buy |
+5,218
| New | +$236K | ﹤0.01% | 311 |
|
|
2020
Q2 | – | Sell |
-8,115
| Closed | -$233K | – | 293 |
|
|
2020
Q1 | $233K | Sell |
8,115
-279
| -3% | -$8.01K | ﹤0.01% | 264 |
|
|
2019
Q4 | $452K | Buy |
+8,394
| New | +$452K | 0.01% | 263 |
|