MCF Advisors’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 | $574K | Sell |
7,161
-250
| -3% | -$20K | 0.04% | 137 |
|
|
2025
Q1 | $532K | Sell |
7,411
-337
| -4% | -$24.2K | 0.04% | 136 |
|
|
2024
Q4 | $544K | Buy |
7,748
+235
| +3% | +$16.5K | 0.04% | 132 |
|
|
2024
Q3 | $424K | Sell |
7,513
-188
| -2% | -$10.6K | 0.03% | 152 |
|
|
2024
Q2 | $457K | Sell |
7,701
-224
| -3% | -$13.3K | 0.03% | 144 |
|
|
2024
Q1 | $459K | Sell |
7,925
-3,188
| -29% | -$185K | 0.04% | 147 |
|
|
2023
Q4 | $547K | Buy |
11,113
+1,737
| +19% | +$85.5K | 0.04% | 125 |
|
|
2023
Q3 | $383K | Buy |
9,376
+282
| +3% | +$11.5K | 0.03% | 148 |
|
|
2023
Q2 | $388K | Buy |
9,094
+138
| +2% | +$5.89K | 0.04% | 149 |
|
|
2023
Q1 | $335K | Sell |
8,956
-2,892
| -24% | -$108K | 0.03% | 159 |
|
|
2022
Q4 | $489K | Buy |
11,848
+1,065
| +10% | +$44K | 0.05% | 120 |
|
|
2022
Q3 | $434K | Buy |
10,783
+1,787
| +20% | +$71.9K | 0.05% | 120 |
|
|
2022
Q2 | $352K | Buy |
8,996
+499
| +6% | +$19.5K | 0.04% | 137 |
|
|
2022
Q1 | $412K | Buy |
+8,497
| New | +$412K | 0.04% | 129 |
|
|
2021
Q4 | – | Sell |
-9,179
| Closed | -$426K | – | 689 |
|
|
2021
Q3 | $426K | Buy |
9,179
+538
| +6% | +$25K | 0.04% | 116 |
|
|
2021
Q2 | $391K | Buy |
8,641
+469
| +6% | +$21.2K | 0.04% | 109 |
|
|
2021
Q1 | $319K | Buy |
8,172
+4,235
| +108% | +$165K | 0.04% | 122 |
|
|
2020
Q4 | $119K | Sell |
3,937
-6,473
| -62% | -$196K | 0.01% | 178 |
|
|
2020
Q3 | $245K | Sell |
10,410
-373
| -3% | -$8.78K | 0.03% | 125 |
|
|
2020
Q2 | $276K | Buy |
10,783
+999
| +10% | +$25.6K | 0.04% | 114 |
|
|
2020
Q1 | $281K | Buy |
9,784
+5,676
| +138% | +$163K | 0.05% | 111 |
|
|
2019
Q4 | $221K | Buy |
4,108
+631
| +18% | +$33.9K | 0.03% | 141 |
|
|
2019
Q3 | $175K | Buy |
3,477
+1,363
| +64% | +$68.6K | 0.03% | 151 |
|
|
2019
Q2 | $100K | Sell |
2,114
-1,149
| -35% | -$54.4K | 0.02% | 184 |
|
|
2019
Q1 | $158K | Sell |
3,263
-226
| -6% | -$10.9K | 0.03% | 151 |
|
|
2018
Q4 | $161K | Buy |
3,489
+2
| +0.1% | +$92 | 0.03% | 141 |
|
|
2018
Q3 | $183K | Buy |
3,487
+268
| +8% | +$14.1K | 0.03% | 136 |
|
|
2018
Q2 | $178K | Sell |
3,219
-4,348
| -57% | -$240K | 0.03% | 130 |
|
|
2018
Q1 | $397K | Sell |
7,567
-3,530
| -32% | -$185K | 0.08% | 77 |
|
|
2017
Q4 | $673K | Buy |
11,097
+18
| +0.2% | +$1.09K | 0.12% | 49 |
|
|
2017
Q3 | $611K | Sell |
11,079
-1,672
| -13% | -$92.2K | 0.12% | 50 |
|
|
2017
Q2 | $707K | Sell |
12,751
-363
| -3% | -$20.1K | 0.14% | 44 |
|
|
2017
Q1 | $730K | Buy |
13,114
+542
| +4% | +$30.2K | 0.15% | 43 |
|
|
2016
Q4 | $693K | Buy |
12,572
+2,135
| +20% | +$118K | 0.15% | 45 |
|
|
2016
Q3 | $462K | Sell |
10,437
-26
| -0.2% | -$1.15K | 0.11% | 58 |
|
|
2016
Q2 | $495K | Buy |
10,463
+80
| +0.8% | +$3.79K | 0.12% | 59 |
|
|
2016
Q1 | $502K | Buy |
10,383
+3,831
| +58% | +$185K | 0.13% | 48 |
|
|
2015
Q4 | $356K | Buy |
6,552
+564
| +9% | +$30.6K | 0.1% | 59 |
|
|
2015
Q3 | $307K | Buy |
5,988
+500
| +9% | +$25.6K | 0.08% | 64 |
|
|
2015
Q2 | $309K | Buy |
5,488
+425
| +8% | +$23.9K | 0.08% | 62 |
|
|
2015
Q1 | $275K | Hold |
5,063
| – | – | 0.07% | 68 |
|
|
2014
Q4 | $278K | Sell |
5,063
-5,768
| -53% | -$317K | 0.08% | 67 |
|
|
2014
Q3 | $539K | Buy |
10,831
+65
| +0.6% | +$3.24K | 0.16% | 46 |
|
|
2014
Q2 | $536K | Sell |
10,766
-1,004
| -9% | -$50K | 0.17% | 42 |
|
|
2014
Q1 | $585K | Buy |
11,770
+1,127
| +11% | +$56K | 0.2% | 39 |
|
|
2013
Q4 | $529K | Sell |
10,643
-15,768
| -60% | -$784K | 0.19% | 37 |
|
|
2013
Q3 | $1.31M | Buy |
26,411
+409
| +2% | +$20.3K | 0.72% | 20 |
|
|
2013
Q2 | $1.29M | Buy |
+26,002
| New | +$1.29M | 0.78% | 19 |
|